Use > Build > Survey Management > Survey Management procedures > Set up a survey

How to set up a survey

The Survey Management page displays all of your active and inactive surveys. You manage your surveys from this page.

You must add questions to a survey before you can execute it. For more information, see How to add questions to a survey.

Note To create and edit surveys, you must have the Survey Editor role. For more information about this role, see Default roles.

Create a survey

  1. From the main menu, select Build > Survey. Service Management displays the Survey Management page.
  2. Click New.

  3. Enter the following information:

    Field Description
    Title The title of the survey, displayed in the Service Portal.
    User instructions Instructions for a person responding to the survey.
    Internal name A unique name for the survey. This is the name used when creating the relevant business rule.
    Description Internal information for the survey manager.
  4. Click Save.
  5. To view changes or updates made to the record, click the History tab. For more information, see History.
  6. To open, join, or view a discussion or to view or post comments, click the Discussions tab. For more information, see Discussions.
  7. To view the most interesting areas for analysis, click the Hot Topics tab. For more information, see Hot Topic Analytics for surveys.

  8. Save your changes.

Select fields for reports

On the General tab, in the Report fields section, specify the following information:

Field/section Details
Record type

Select the record type to which the survey is related.

Note You must have View permission for the selected record type.

Record fields included for reporting

All record fields that are available to be included in a report for that record type are displayed, and by default are all included.

  • To exclude a specific field from a report, select the field and click .
  • To include a field that has been excluded, select the field and click .
Survey submitter fields included for reporting

All fields that are available to be included about the submitter of a survey are displayed, and by default are all included.

  • To exclude a specific field from a report, select the field and click .
  • To include a field that has been excluded, select the field and click .
  • If you do not want to include any submitter information, select the Anonymous survey (no submitter information will be stored) check box.

Duplicate a survey

You can duplicate any existing survey and modify it as required, independent of the original survey.

  1. On the main Survey Management page, select the survey that you want to duplicate.
  2. Click .
  3. Enter a unique title and internal name.
  4. Click OK.
  5. Click the record identifier in the ID column to display the selected record.
  6. Modify the Title, Details, Questions, or Report fields as required. When you are finished, click  Save.

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