The procedure to create a new satisfaction survey is as follows:
- Navigate to Quick Menu > System > Configuration > Satisfaction Surveys. The Satisfaction Survey Details window is displayed.
- Click on New Survey.
- Enter a Description of the survey using the field provided
1.
- Using the Module drop-down field, select a parameter value that reflects the area of service being evaluated through the satisfaction survey e.g. Repairs.
- Using the Type drop-down field, select a parameter value that reflects the aspect of service being evaluated through the satisfaction survey e.g. Post Inspection Satisfaction, Repair Satisfaction, etc.
- Using the Company drop-down field, multi-select all companies for which this satisfaction survey is relevant.
- Choose an Effective from date for this satisfaction survey i.e. the date on which it came into effect
1.
- Choose an Effective to date if the satisfaction survey is to be time bound; a blank field means the survey will never expire.
- Click on Save. The new satisfaction survey appears in the alphabetical list underneath the Module heading 2.
Tip
1 Entering sufficient detail about the survey will ensure that it can be easily identified; system validation rules automatically ensure that the description entered for each new survey is unique.
Note
1 The Effective from date defaults to the current system date and cannot be left blank.
2 The information can be amended by first selecting the satisfaction survey from the alphabetical list or typing its name into the Search Satisfaction Survey field. By default the list is filtered to show Current surveys. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations.
See related topics...
To add question sets to a satisfaction survey
Satisfaction survey management overview
