This documentation supports the 9.0 version of Service Request Management.

To view the latest version, select the version from the Product version menu.

Submitting a request survey

After your request is marked Completed, you are notified through email to respond to a survey. Each request generates a separate survey.

Note

Surveys must be configured for your company and the option must be selected. If surveys are not set up and the survey option is not selected, no surveys are generated. For more information, see Setting up surveys and viewing results.

To submit a survey

  1. From the menu at the top of the Request Entry console, click the Help Menu icon, and select Complete Survey.
  2. Select a survey, and click Respond.
  3. Enter your responses to the questions.

    Note

    If the administrator has defined less than four survey questions, the undefined question boxes are displayed as read-only boxes without questions.

  4. Perform one of the following actions:
    • To save your answers to the survey and complete the request, click Close.
    • If you are not satisfied with the actions performed on the request, click Reopen the Service Request. (For more information, see Reopening requests.)

      Note

      You cannot reopen a request after it reaches the Closed status. Requests with a status of Completed are automatically closed after 15 days.

  5. Click Submit.
    Work information is added to the request.
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Comments

  1. Lisa Kemes

    You have a Note that would be very helpful if you added a link on how to configure a survey.

     

    Note

     

    Surveys must be configured for your company and the option must be selected. If surveys are not set up and the survey option is not selected, no surveys are generated.

    Jun 02, 2015 08:42
    1. Catherine Siderine

      Thanks for your comment, Lisa, and sorry for the delayed response. I have forwarded your comment to the person who maintains this content.

      Regards,
      Cathy 

      Sep 03, 2015 07:08
    1. Catherine Siderine

      Hi Lisa,

      A link to configuration info has been added.

      Regards,

      Cathy

      Dec 04, 2015 12:28