Creating and managing complex satisfaction surveys for enhanced services
Before you begin
Enable the surveys feature as described in Configuring-the-default-survey-for-enhanced-services.
To create and configure a custom survey
- Log in to the BMC Helix Digital Workplace Catalog console as a catalog administrator.
- From the navigation panel, select Services > Surveys.
- Click New Survey.
The Survey Designer is displayed. - In the Survey Designer, add the survey questions.
For information about how to design a custom complex survey, see Designing-custom-surveys-for-enhanced-services. - Save the survey, and close the Survey Designer.
The Survey Options panel is displayed where you can configure the survey as required: - To map the survey to specific services:
- In the Service Mapping section, click Add.
- From the Services Catalog, search for services.
Select the services to map to your survey, and click Add.
- To configure how often the survey is sent to requesters, customize the Delivery Frequency value.
By default, the survey is sent for 100% of all completed requests.
Options to manage surveys
You can manage surveys on the Surveys page by performing any of the following tasks:
Task | Description |
---|---|
To view and edit a survey | Open a survey to view and edit its details and configuration. |
Activate or deactivate a survey | When you add a survey, it is active by default. If you want to temporarily disable it, you can deactivate it at any time. |
Delete a survey | If you delete the custom survey that is mapped to any service, the default survey is triggered when the request is completed. If you delete a custom survey set as the default survey, the Simple (Rating+comment) survey is automatically set as the default survey, and it is triggered when the enhanced services are completed. You cannot delete the predefined Simple (Rating+comment) survey. |