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Issue a Survey

To issue a survey for a work order, follow these steps.

  1. Change the Status of the work order to Completed and the Sub Status to Survey Pending.

  2. Verify that the email address field for the Requester is populated and Save.

  3. TMS sends the survey for that Segment and Skill. If there is no survey for that Segment and Skill combination then TMS sends the generic survey for the segment. The Sub Status of the work order automatically changes to Survey Sent.
  4. The survey appears in the Requester’s email inbox.  They open and complete the survey by entering information and clicking Submit.  The information is sent back to TMS.
  5. Now, the work order Sub Status changes to Survey Complete. The View Survey button appears in the toolbar. Click the View Survey button to view the Requester's answers to the survey questions.