Use > Survey > Service Manager Survey > SM Survey user tasks > Respond to an SM survey

Respond to an SM survey

User roles: users

If you receive an email notification inviting you to respond to an SM survey, follow the instructions to view and respond to the survey.

To view and respond to an SM survey, follow these steps:

  1. Open the survey link in a web browser.

    The Service Manager login screen appears.

  2. Log in to Service Manager.
  3. Click Survey > View Open Surveys.
  4. Click the survey number to open the survey.
  5. Select your answers to the survey questions.
  6. (Optional) Enter additional comments.
  7. (Optional) Click Register a compliment or Register a complaint.

    If you select either option, the system will automatically create an interaction record that has a category of Compliment or Complaint and send you another email with the record details after you submit the survey. By default, the No interaction registration option is selected.

  8. Click Submit Survey.

    The survey now appears in your list of closed surveys ( Survey > View Closed Surveys).