Once you have finished with your survey / form, you have collected all the required data and created your reports, you must decide whether to close, delete or archive the survey / form.

Close the survey / form

If you did not set the Survey Expiration date in the Survey Options tab you will have to manually close your survey / form.

1. Click on the Projects tab in the top right of the page.

2. Your survey will appear in a list of active projects. Navigate to your survey / form.

3. Click on the 3 dots in the top right-hand corner. A drop down menu will appear:

Qualtrics survey options screen with dropdown containing the close option at the top

4. Click on Close at the top of the list.

5. A Pause Response Collection pop up screen will appear:

Quatlrics screen - Pause response colelction questions box6. Two options are available, select the one that you require:

  • Close all active survey sessions and record them as partial data
  • Allow active survey sessions to be finished

7. Click on Pause Response Collection

8. You will see your survey / form status changes to CLOSED

9. You can reactivate the survey / form if required, by clicking on Activate in the drop down menu.

10. You can copy the survey / form by clicking on Copy project in the drop down menu.

Delete the survey / form

If you no longer require the survey / form and the collected data, you can delete it. This means the survey / form will permanently delete all the data and this cannot be undone.

Remember to check Collecting personal data to ensure you are GDPR compliant and how long you should keep data for.

1. Click on the Projects tab in the top right of the page.

2. Your survey will appear in a list of active projects. Navigate to your project.

3. Click on the 3 dots in the top right-hand corner. A drop down menu will appear:

Qualtrics survey options screen with dropdown containing the close option at the top4. Click on Delete Project at the bottom of the list.

5. A pop up screen will appear asking if you are sure you want to delete the survey / form:

Qualtrics screen for deleting a project6. Tick the box All data related to this project will be permanently deleted.

7. Click Delete project

8. The survey / form will be removed from the Projects list. This cannot be undone.