Create Surveys

You create new surveys in the Survey module. It serves as a tool for gathering and analyzing customer feedback, thereby helping improve service quality and customer satisfaction. You create individual surveys for each segment in the database, as they are segment-specific. Only one survey response is allowed per work order.

Create includes tabs with sections of information. Collapse or expand sections to show more content. Hiding detailed information helps keep the page uncluttered, making it easier to view other sections as needed. To expand or collapse a section, click the section heading.

Create new surveys by entering details on one or multiple tabs. After inputting the information, click Create. The system creates the survey and opens the Update page.

Your organization's administrator sets up a default form within the Classic TMS modules, which varies its display of tabs, field groupings, and fields, depending on whether it's in Create, Update, or Query mode.

The tabs and fields you see within this content may differ from those configured by your organization's administrator. Use this information as a guideline.

Create mode displays the form assigned to you based on the current data segment within the Classic TMS database in which you are operating, along with the group to which you are assigned.

1. Go to Surveys > Create.

2. On the Main tab, enter the details within each section.

3. Identification:

   • Title: Enter the title of the survey. This helps to identify the survey.

   • Description: Provide a brief description of the survey. This helps understand the purpose and content of the survey.

   • Type: Select the type of survey to categorize it based on its purpose or target audience.

   • Status: Indicate the current status of the survey. Common statuses might include Draft, Active, or Closed.

4. Classification

   • Segment: Select the segment for which the survey is intended. This allows the survey to be specific to a particular segment in the database.

   • Skill: Select a skill to designate the survey to be unique to one skill code. If you select no skill, the survey applies to all work orders. This helps you tailor the survey to specific skills or job roles.

5. Invitation message

   • Invitation message: Enter a message to invite users to take the survey. This message is included in the survey invitation sent to users, encouraging them to participate.

6. Navigate through the tabs and enter additional details.

7. Click Create.

   The system creates the survey.