Create a New Survey

Once the Survey module software, URL, and codes are set up, you are ready to begin creating new surveys to be sent out after your work orders. To create a new survey, follow these steps.

1. From the Modules menu, select Survey > WO Survey > New.
2. In the Segment list, select your segment.  Remember, you can only use surveys within the segment that they are created.
3. In the Survey title field, type in the title of your survey. This is the Subject line of the email that is sent out. For example, "Service Call Survey".  
4. In the Description field, type in a description of your survey. For example, "This survey is dispatched to the requesting party after a service call is completed by EVS."
5. From the Type drop-down menu, select the type of survey.
6. From the Status drop-down menu, select the status of your survey.

7. The Skill field is optional. If this survey should only be sent after the completion of a work order assigned to specific Skill code, select that code from the drop-down menu.

8. In the Invitation Message field, type in text for the survey invitation. This is the text that will display in the body of the survey email that is sent out.  This field supports the use of HTML tags to format the body of the email.
9. Click Save.  The screen changes to the Survey Edit screen.  Additional tabs and buttons are available.