Surveys

Surveys are created by creating survey questions and then associating those questions with a survey.

To create and manage surveys, Control Desk provides the following applications:

Questions

To create and manage questions to be used in surveys record (see Questions).

Surveys

To create, send, and manage survey records (see Surveys).

Survey Templates

To create a template of predefined values for use when creating new surveys. (see Survey Templates).

Survey Request

To define how the user can be authorized to access and fill in surveys. (see Survey Request).

You can access the Surveys application using the GoTo menu: Administration > Survey Management > Surveys.

To create a survey, follow these general steps:

1. Create a question and answer record set, if the question and answer are not already present. (See Working with question and answer sets.)
2. Create the new Survey record. (See Working with surveys.)
3. Associate the list of Questions to the Survey.
4. As you add new questions, you can preview how the survey is rendered to the end user by clicking the Preview tab. There are two preview displays: the Preview tab shows rendering for tracked type surveys. The JSP rendering (choose the UnTracked Survey Preview action) shows how a survey looks for non-tracked type surveys. Tracked type surveys require logging in to complete the survey.
5. 5. Send the URL of the survey:
   • Automatically through escalation
     1. Define the escalation that will be associated with the survey.
     2. Change status of the survey from DRAFT to ACTIVE.
     3. Change status of the escalation from DRAFT to ACTIVE.
     4. Activate the escalation.
   • Manually
     1. Use Send Survey.
     2. Copy the survey URL from the UnTracked URL field from Survey and paste into an email and send (untracked).