Survey Distribution & Assignment

Users can send surveys manually or automatically or by events. This module offers flexibility in sending surveys to respondents, whether individuals or teams who are responsible for completing them.

Manually Sending Surveys

1. To manually send a Survey, navigate to the survey that needs to be sent. From the Survey Details screen, click on the airplane logo on the right hand side of the screen.
   (Note: Records that can be only surveyed are that ones connected to the Template Source)
   
2. Choose the record that needs to be surveyed.
   
3. Choose the recipient that needs to answer the survey (type an explicit email or choose a related email). Select the ADD button on the recipient you've selected. Then select send. 
   
   Note: Only one recipient can be added when manually sending a survey!
   
    After sending that, the recipient will receive an email that looks something like this:
   

Once the email has been opened, there will be a link to complete a survey, open the link and this will take the user to the survey questionnaire that will look something like this: 

Scheduling Surveys

Use schedules if you want to survey something specific at a particular time in its life.
(Ex: Users want to schedule it every other Wednesday to check the status of their equipment via survey. The Survey will be sent out every Other Wednesday to the recipients that are involved said survey.)

1. To schedule a survey, click the Survey Scheduling tab from within the Survey Template. Click on the plus sign in the top right-hand corner or the screen. 
   
   
2. A tab "Create Survey Schedule" will appear to fill out the schedule
3. Choose the schedule the survey will be sent on and the recipient that should receive the survey on this schedule. Select the ADD button on the recipient you've selected.
4. After creating the survey schedule, this can be seen on the Survey Scheduling tab. To make this schedule active after creation, double-click the schedule and set the Active toggle to true. Click the save button after making any changes.  
   
   
   
   
   1. The Toggle button to activate the Survey Schedule
   2. The save button to make sure everything is all set
   Note: if the schedule desired is not in the drop down, a new schedule will need to be created.
   • Click the "Criteria" button and set-it up the condition when to send the Survey.
     
     (This Filter is set up to send surveys if the work-order is assigned within District 1)