📄️ User Surveys
The page enables you to track and manage all the surveys at one place. It displays a list of already created surveys in the system. Also, you can search, create, and edit surveys as per requirement.
📄️ Create a Survey
You can create a new Survey when planned. You can create it directly into the system when you are logged in. To create a user survey, follow the below steps:
📄️ Survey Details Page
To view the User Survey Details page, click on the subject of the user survey or the View Details page icon, and the below page appears.
📄️ Launch a Survey
After the perfect collection of required data and fields, you can launch the survey. Here, ServiceOps provides feasible feature for any technician to design the questions on the same page itself.
📄️ Archiving a Survey
To archive a survey from the Details page, click the vertical three dots on the top-right corner of the page, and select the Archive option. A confirmation message appears. Click Yes to continue or No to discard the action.
📄️ Copy a Survey
This option helps to create a new survey form using the older fields and existing information. The user need not to fill the entire form again as it is already pre-filled.
📄️ Cancel a Survey
The system gives you an option to cancel a Survey.
📄️ Updating a Survey
When you are working on a ticket, you can update its basic details, parameters, other info, and various activities or actions associated with it.
📄️ Survey Response
This tab displays the overall response details of the survey as well as question wise. This enables you to analyze the responses easily and thereby improve the service accordingly.
📄️ Collaboration
In the collaboration tab, you can make notes and collaborate for the Survey. The tab is at the bottom of the details view of a Survey.
📄️ Audit Trail
Audit Trail stores all the actions that you and other technicians perform. This tab is common at all the places in the system. When you are on the details page of any survey, it will display the respective logs.
📄️ Sending Email Notifications
You can send custom email messages to a single and a group of people (stakeholders). This helps them to understand the progress and blockers in the resolution process. The Notifications tab displays a list of sent emails (1) and allows you to send new emails using the Send Email button (2) as shown below.
📄️ Update Email Template
- You can edit or change the template of the email sent to the requesters for notification as well as launches.