Use > Plan > Application Portfolio Management > Optimizations > How to send a survey to collect application information

How to send a survey to collect application information

To collect basic information about applications, you need to send the out-of-the-box Application Cloudification Survey to the application owners. The system assesses the information and then uses an algorithm to provide cloud solution recommendations.

  1. From the main menu, select Plan > Application Portfolio > Optimizations. Service Management displays a list of optimization records.

  2. Select the optimization record that you want to assess.

    To filter the record list, click the Add filter  button. For more information, see Filters.

  3. Click the optimization record identifier in the ID column to display the selected record, or click Edit in the optimization preview panel.

    By default, the optimization record is displayed with the General tab selected.

  4. Complete all required fields under the Summary section.

  5. In the Survey options section, complete the following:

    • Email template: From the drop-down list, select an email template that is to be used for the email to the application owners.
    • Due date: Specify a due date for the survey.
  6. Click Send survey and then Save in the upper-right corner.

    The survey is sent to application owners through the Service Portal.

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