> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zipteam.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Skills Survey via Self Review

> Enables top-down data collection using organization-specific skill templates.

<Info>
  The previous Survey feature has been integrated into the Self Review.
</Info>

The Self Review feature frees you from the risks of inconsistent terminology in self-reporting and missing critical skill information that should be collected.

## Publishing a Survey

<Steps>
  <Step title="Create Self Review Survey">
    Select the **Self Review** tab from **Skills Hub** in the upper left of the dashboard to get started.
    <Note>Self Review should be selected by default.</Note>
    Then click on the leftmost card to begin creating a Self-review Survey.

    <img src="https://images.tango.us/workflows/599e803e-82ab-42fb-bbdf-9636b92d9463/steps/4b1423e0-086a-4971-98aa-03e47f0241a0/4e47daee-783e-41fc-bcc2-64be211d6b00.png?mark-x=519&mark-y=194&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTMlMkMzMjcwRUImdz01MjcmaD02MDcmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="" style={{ width:"70%" }} />
  </Step>

  <Step title="Upload your survey template">
    Templates can also be downloaded from the UI. The upload file must be a **CSV** or a single-sheet **.xlsx** file. If no errors occur during upload, Creating is "Done!". The created Survey should be listed with **Draft** status.

    <img src="https://images.tango.us/workflows/599e803e-82ab-42fb-bbdf-9636b92d9463/steps/fe7ec88c-f289-42f6-ab83-3514b2f6a3be/c1d252bc-ef68-4751-ab84-e72295e42dbf.png?mark-x=27&mark-y=208&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTMlMkMzMjcwRUImdz00MzgmaD0xOTMmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="Step 2 screenshot" style={{ width:"49%" }} />

    <Tip>
      You can obtain the initial framework ideas based on O\*NET data [here](https://utils.zipteam.com/skill-framework-builder). We also offer other predefined skill templates. Please contact [support@zipteam.com](mailto:support@zipteam.com) for more information. Our [best practices](/en/best-practices/anti-patterns#unsure-what-to-include-in-the-skill-template) might be helpful.
    </Tip>
  </Step>

  <Step title="Publish a Survey">
    When you click on the created Survey, you can verify that the loaded template has been mapped correctly. Let's check if the Survey has the expected structure.

    ![](https://images.tango.us/workflows/599e803e-82ab-42fb-bbdf-9636b92d9463/steps/9307eab1-11c2-4301-8ccb-36bdb4c18eea/d602e0fa-bd5a-415a-9d87-ba262c5e9e48.png?crop=focalpoint\&fit=crop\&w=1200\&border=2%2CF4F2F7\&border-radius=8%2C8%2C8%2C8\&border-radius-inner=8%2C8%2C8%2C8)

    Once you've confirmed everything, click **Publish** in the top left, check the confirmation screen, and click Publish again to make your Self-review Survey available for all users in the workspace to respond.

    <Note>
      Once published, the survey will appear on every member’s home dashboard until it’s completed, skipped or closed.
    </Note>

    The published Survey will change to **Live** status.
  </Step>
</Steps>

## Managing a Published Survey

**Checking a Response Status**

You can check response status sequentially from the **Response** tab.

### Edit and Delete a Survey

The following actions can be taken from the ellipsis.

* Rename a Survey
* Exporting Framework(Template)
* **Delete a Survey**

<img src="https://images.tango.us/workflows/599e803e-82ab-42fb-bbdf-9636b92d9463/steps/3bea3fee-14f5-491f-a11a-f1a40e9ea4c4/7dc21a2b-e104-4b3c-b5b8-e47fd35d0394.png?mark-x=8&mark-y=147&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTMlMkMzMjcwRUImdz0xODImaD0xNTkmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D" alt="" style={{ width:"47%" }} />

<Danger>
  **Deleting operation cannot be undone.**
</Danger>

### Sharing your Survey

You can invite coworkers through **Share** to review responses together. Shared users will be able to view the responses.

<Note>
  To download responses, invited users must themselves have Manager or Admin roles.
</Note>

## Closing a Survey

When you have received sufficient responses, or when you want to publish an updated new Survey, you should close the current Survey. End the Survey by clicking **Close** in the top left of the selected Survey.

<img src="https://images.tango.us/workflows/0d37285f-a70f-4051-a4bd-c5ee7cd1b054/steps/33aaa7dd-0c17-40fa-a708-54904c37539a/8e83e716-315f-44db-95d9-86699393ef95.png?mark-x=238&mark-y=189&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTMlMkMzMjcwRUImdz00NiZoPTI1JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D" alt="Step 3 screenshot" style={{ width:"50%" }} />

<Danger>
  **This operation cannot be undone.**
</Danger>

## Exporting a Response

Survey responses can be exported to a CSV file from **Response** > **Download** button at any time. If you want to check the progress, you can download it before closing the survey.

<img src="https://images.tango.us/workflows/0d37285f-a70f-4051-a4bd-c5ee7cd1b054/steps/3080b92f-7792-4528-93be-041f8a522c71/e83b6aff-452b-432f-b665-7133c8bd7811.png?crop=focalpoint&fit=crop&fp-x=0.8563&fp-y=0.3068&fp-z=2.9345&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=567&mark-y=336&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkMzMjcwRUImdz0yNTQmaD05MSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw" alt="Step 1 screenshot" style={{ width:"51%" }} />

You can obtain professional context such as skill usage status and years of experience, as shown in the sample below.

| category\_name        | skill\_name               | email          | first\_name | last\_name | skill\_status | experience\_period | added\_at  |
| --------------------- | ------------------------- | -------------- | ----------- | ---------- | ------------- | ------------------ | ---------- |
| Data and analytics    | Database design           | email\_address | Aki         | Stewart    | Inactive      | 1 to 3 years       | 05/09/2025 |
| Maintenance           | Maintenance Coordination  | email\_address | Kevin       | Murata     | Active        | 5+ years           | 06/18/2025 |
| Product Development   | New Product Introduction  | email\_address | Dash        | Nishimura  | Active        | 1 to 3 years       | 06/18/2025 |
| Production Management | Production Planning       | email\_address | Kevin       | Murata     | Active        | 1 to 3 years       | 06/18/2025 |
| Quality Management    | Quality System Management | email\_address | Kevin       | Murata     | Active        | 5+ years           | 06/18/2025 |
| Systems development   | Product management        | email\_address | Malik       | Howard     | Active        | 3 to 5 years       | 05/09/2025 |
| Technology management | Release and deployment    | email\_address | Dash        | Nishimura  | Inactive      | 3 to 5 years       | 06/18/2025 |
| User experience       | User research             | email\_address | Kairo       | Long       | Active        | 5+ years           | 06/18/2025 |

## How to Respond a Survey?

Please refer to [this guide](/en/essentials/skills/add-skills-by-self-review) for instructions on how to respond to the Survey.
