Configuring the default survey for enhanced services
Default survey types
You can configure either of the following survey types for the default survey:
Survey type | Description |
---|---|
Simple (Rating +comment) | A predefined simple survey is the default selection when you enable surveys for enhanced services. You cannot customize this survey by changing the icons or text of this survey. To complete this survey, an end user selects a smiley face, and then submits the survey. Additional questions are displayed depending on the end user's answer:
|
Custom survey | You can set a custom survey as the default survey. For a custom survey, you can design a questionnaire and configure the questions that you want to be displayed. For information about designing custom surveys, see Designing-custom-surveys-for-enhanced-services. The following image shows a custom survey with custom icons and conditional questions: |
Excluded services
By default, when you enable surveys for enhanced services, surveys are sent to end users for every enhanced service request that is completed. However, you might want to disable surveys for some of the enhanced services. You can add those services to the exclusion list so that surveys are not sent when those service requests are completed.
Before you begin
Enabling-surveys-in-BMC-Digital-Workplace
To configure the default survey for enhanced services
- Log in to the BMC Digital Workplace Catalog console as a catalog administrator.
- To open Application Settings, click the configuration gear ( ).
- To enable surveys for services processed through BMC Digital Workplace Catalog:
- Click the arrow for Surveys.
- Click the Generate surveys for completed requests toggle key.
- From the Default Survey list, select a survey that you want to be triggered when a service request is completed.
- (Optional) To exclude services from generating surveys:
- Click Add next to Excluded Services.
- Search for services from the catalog, select them, and then click Add.
- Click Close and Save.
Where to go from here
You can create custom surveys and associate them with specific services. These surveys will be triggered instead of the default survey. For information about how to create and configure custom surveys, see Creating-and-managing-complex-satisfaction-surveys-for-enhanced-services.