Operational Workflow Management

Operational Workflow Management

Organize and monitor application submissions seamlessly 


SurveyMonkey Apply is a workflow management platform used to collect, review, and manage submissions for grants, applications, and other programs. It centralizes data, simplifies submission tracking, and automates workflows.

What can I use it for?

  • Manage the progress of submissions and generate detailed reports for single programs
  • Manage multi-tiered review processes for complex programs or grants
  • Streamline workflows with automated review and approval processes
Login Users can log in using their CWL credentials or by creating a separate account
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CostFree for faculty, staff, and students associated with the Faculty of Medicine
PrivacyVerified by UBC’s Privacy Impact Assessment process.
Features
  • Customize applicant portals for research project specifications
  • Automate tasks, notifications, and emails
  • Efficient review process with a centralized portal
  • Collaborative applications enable seamless teamwork on submissions
  • Dashboards and reports provide real-time insights on applications
  • Dynamic forms provide a drag-and-drop builder with advanced question types
  • Pre-screen applicants through custom eligibility quizzes
  • Manage permissions for tailored roles and enhanced security

Advanced Services Offered:

In progress

Training Materials

DM Training  Description 
Introduction Tutorial Videos   Learn the basics of Survey Monkey Apply through the following tutorial videos
General Resources   Learn how to build, monitor, and analyze applications through the Survey Monkey Apply dashboard
SMA Demo   Learn how to seamlessly collect submissions, review applications, and automate workflows through a guided tour of Survey Monkey Apply
SMA FAQs   Refer to the Survey Monkey Apply FAQs for any additional unanswered questions

More training materials on their way!

Where can I get more support with Survey Monkey Apply?

  • To learn more about Survey Monkey Apply visit their website.
  • The Data Management team provides virtual consultation, online training resources, and workshops for Survey Monkey Apply.
  • Need direct Survey Monkey Apply assistance? Browse their Help Centre or directly contact their email support.
  • Contact us for further assistance.