Expire records

Introduction

Expire Records Dialog

When a respondent enters a survey, they are assigned an incomplete status. This remains until they reach a survey ending configured as complete, over quota, or disqualified. Incomplete respondents with a unique ID can return and resume the survey multiple times until they finish or are expired.

Data from incomplete respondents is not included in analysis or data downloads. Expiring a record finalizes it for analysis and prevents the respondent from making further changes. They will see the survey closed/expired message.

To expire records, navigate to Data > Data records, click Define records in the Expire records widget, enter the IDs of the records to expire, and click Expire.

Incompletes report

The incompletes report lists all incomplete respondents along with record metadata and system variables, helping you identify which records to finalize. The report includes:

  • Unique Id
  • Incomplete Record Id
  • Respondent Status (Incomplete)
  • Last Question Answered
  • Last Question Seen
  • Start Time
  • Last Modified Time
  • Elapsed Time

To download the report, click Incompletes report in the Expire records widget.