To link a satisfaction survey to a repair

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The procedure to link a satisfaction survey to a repair is as follows:

  1. Using the global search facility, type in the first few characters of either the contact who requested the repair or the asset address 1.
  2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
  3. Click on Repair Requests (contact summary 360 view) or Repairs (for an asset) 2. The Repairs History tile (or Repairs tab) is activated, revealing a list of all recorded repairs in the Repairs History summary table.
  4. Double-click on the row containing the specific repair request for which customer satisfaction feedback will be sought. The Repair Request window is displayed.
  5. Click on Satisfaction Surveys. The Satisfaction Surveys tab is activated and all linked surveys are displayed in the Satisfaction Surveys summary table.
  6. Click on New Survey. The Select Survey window is displayed.
  7. Using the Select type drop-down field, select the survey to be linked to the repair. The satisfaction survey question sets are displayed for identification purposes 3.
  8. Click on Save. The new survey appears in the Satisfaction Surveys summary table.


Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 Only surveys not already linked to the repair will be available for selection.


See related topics...

Repairs satisfaction survey management overview

To record responses to a repair satisfaction survey

To create a new satisfaction survey

To add question sets to a satisfaction survey

To define the user profile

Using the search facility