Creating a survey

You can create a Survey after you have created question and answer sets. You can use the same questions in more than one Survey.

1. Open the Surveys application (Open Menu > Administration > Survey Management > Surveys).
2. Click New Survey.
3. Complete the Survey (enter the name of the survey) and Applies To fields.
4. Optionally, you can specify a Template ID to use predefined values for this survey. See Survey Templates.
5. Under Select Question for this Survey, click on Select Questions and select a Question ID, or click a check box for each question to add, and click OK.
6. Optionally, under Escalation, you can specify an escalation by clicking New Row, entering a Description, and clicking Create Escalation.
   This will create a new escalation and a detailed message displays what was done. The Escalation ID will display in the Escalation field.

   Note: Under the Escalation heading, there is also detailed how-to information displayed to help guide you.

   Click the Escalation Detail Menu icon and click Go To Escalations to define the escalation for this survey. (Note that the Go To Escalations option is not available until you create the escalation.)

7. Click Save Survey when finished adding questions.
8. You can see what the survey looks like by clicking the Survey Preview tab. When finished, click the Survey tab.
9. Notice that there is no Company Name and Address information. You can add this information by completing the following:
   • For a tracked survey:
     • To change the Company Name, Address 1, Address 2, and City, State, ZipCode in the Survey application, complete the following steps:
       1. Open Application Designer (Open Menu > System configuration > Platform Configuration > Application Designer).
       2. Search for the 'SURVEYMA' application - enter 'SURVEYMA' in the Application field and press Enter.
       3. Click the SURVEYMA application.
       4. Click the Survey Preview tab.
       5. Scroll down to see text for Your Company Name , Your Address 1, Your Address 2, and Your City, State, ZipCode.
       6. Select a line to edit, click Control Properties in the Common Actions list and enter your data into the dialog Label field, and save. Repeat for each line you want to change.
       7. Click Save Application Definition.
     • To change the Company Name, Address 1, Address 2, and City, State, ZipCode in the Survey Request application, complete the following steps:
       1. Open Application Designer (Open Menu > System configuration > Platform Configuration > Application Designer).
       2. Search for the 'SURVEYREQ' application - enter 'SURVEYREQ' in the Application field and press Enter.
       3. Click the SURVEYREQ application.
       4. Click Survey Request tab.
       5. Scroll down to see text for Your Company Name , Your Address 1, Your Address 2, and Your City, State, ZipCode.
       6. Select a line to edit, click Control Properties from the Common Actions list, enter your data into the dialog Label field, and save. Repeat for each line you want to change.
       7. Click Save Application Definition.
     • To test your changes, go to the Surveys application and open the survey you want to send and click the Survey Preview tab.
   • For an untracked survey:
     1. Go to your production or test server and find the following file. In WebSphere, it will be similar to: C:\Program Files\IBM\WebSphere\AppServer\profiles\ctgAppSrv01\installedApps\ctgCell01\MAXIMO.ear\maximouiweb.war\webclient\survey
     2. Navigate to the maximouiweb directory.
     3. Search for the jspsurvey.jsp file (it is located under ..\maximouiweb\webmodule\webclient\survey\)
     4. Open jspsurvey.jsp in a text editor and search for the string 'Your Company' or 'company'.
     5. Replace your company name and other information in the respective line.
     6. Save the file and you will see the changes in untracked survey.
        Note: There is no need of stop/start application server.

        To test your changes, go to the Surveys application and open the survey you want to send and click Select Action > UnTracked Survey Preview.