Create and Modify Surveys

Surveys are built on a series of criteria that requestors can rate across 5 different levels. 

Create a Survey

• Click on Survey Questions
• Click Add Survey
• Enter an item in the text box and click add. The editor will add a 5-point scale to any text item added in the survey.
• Repeat this process to build a survey item by item. 
• Saving a survey will lock it and prevent any changes. 

Attach a Survey to a Department

• Create the survey and save to lock it
• Click on Edit Departments and select the department
• Select the Workflow tab
• Select the survey to attach to the department and set the options for the survey
• Continue to next section "Attach a Survey to a Request Type" to finish this process

Attach a Survey to a Request Type

• Click on Configure Request Types
• Select a Request Type
• In the General tab, select the Survey to use for the item
• Click Save