Configuring surveys

To add a survey

1. Open the System Settings console.
2. Select Foundation > Survey Configuration.
3. Click New.

1. In the Survey Details section, complete the fields:

   Field	Description
   Parent Form	The form that is used to trigger the survey distribution. By default, you can configure surveys only for cases.
   Survey Name	Unique name of the survey.
   Allow anonymous survey	Indicates whether survey respondents can reply anonymously.
   Who will receive Surveys?	Define who will receive the survey: a requester, a person on behalf of whom a case is opened, or both.
   Survey Qualification	The qualification that triggers the survey to be sent, for example: 'TR.Case Status' = "Resolved"

   Note

   Allow to Call Back option is not applicable for selection.

2.  Complete the fields in the Survey Thresholds section:

   Field	Description
   # of days untaken surveys remain before being deleted	The number of days that a survey that has not been completed should remain available before being deleted.
   Survey Limiting	Select the scope of surveys to be distributed: Every survey should go out  Survey X Percent
   Survey Percentage	This field appears only if you select Survey X Percent from the Survey Limiting list. This field indicates the percentage of surveys that should be sent. For example, if you want a survey to be sent 50% of the time, enter 50.
   Initial Survey Notification Template	Select a notification template to be sent to persons specified in the Who will receive Surveys? field. This is the initial notification requesting to complete the survey.
   How Often Will Users Receive Reminders	Frequency at which the survey reminder is sent.
   Max Number of Reminders to Send	Maximum number of reminders allowed to be sent per recipient per survey.
   Reminder Notification Template	Select a notification template that will be used to remind a user to take the survey.
   Rating Threshold Percentage (%)	The lowest percentage of rating allowed.
   Threshold Breach Template	Select a notification that will be used to notify the user’s manager that the results of the survey are below the established threshold.
   Follow-up Template	Select a notification template that will be used as a follow-up to a survey response.

3. Add survey questions:
   1. Under Survey Questions, click New.

1. 1. From the Required list, select Required or Optional to indicate whether the question must be answered.
   2. In the Question field, enter a question.
   3. From the Question Type list, select an answer type for the question defined in the Question field: 
      
      • Free Text—case requester needs to type an answer to the question defined in the Question field.
      • Drop Down—case requester needs to select an answer from the answers proposed in the drop-down list. 
   4. For each Drop Down question, additionally do the following:
      1. To add a drop-down value for the question, click New, and complete the following fields:
         
         • Selection Value—the answer value that will be available for selection,
         • Rating Value—select a rating value for the corresponding Selection Value.
      2. Add as many values as needed for the question.
      3. (Optional) From the Rated Question drop-down list, select Yes to include a value from the Rating Value field into the overall rating of the survey.

1. 1. 1. Click Save & Close.
   2. Repeat these steps for each question.
2. Set up threshold and follow-up managers notifications:

1. 
   
   1. Under Threshold and Follow-up Managers, click New.

1. 1. In the Full Name field, enter the full name of the HR manager who should receive a notification about the survey.
   2. To send follow-up notifications to the HR manager, select the Follow Up Notifications check box.
   3. To notify the HR manager when the threshold for the survey is breached (the user does not complete the survey), select the Threshold Breach Notifications check box.
2. Click Save & Close.

Where to go from here

After you configure surveys, you might need to configure URL links.