Reviewing a Completed Session

This article outlines the various parts on the completed session page.

Session overview

The complete session page includes basic information about the session, such as which user created it, the workflow used, and the date and time it was started.

If the Session ended on a section marked as a win, then the Session indicates that at the top of the record with a green "Won" label.

Fields

Information gathered using Fields are shown on the left side panel. If a field wasn't completed, then the text "Not Provided" is used as a placeholder.

You can edit any of the collected information using the Edit button. This will transform the displayed information into input fields.

Actions

The actions panel show the total number of actions and their statuses. The possible statuses are not fired, pending, sent, and failed.

Note: Actions are set to not fired when a Session is immediately ended.

If an Action was sent or is pending, then you can view the details without the ability to make changes.

Note: If an action was not sent or failed, then you can edit the action details and then send it.

Record

The record shows a complete list of all of the selected answers during the session, including a timestamp next to each entry that represents the time that the answer was selected.

Great! Now you know all about reviewing a completed session. Hopefully, you found this article helpful.