SRC survey setup

Setting up manual surveys only requires the common configurations while setting up scheduled surveys requires some addition configurations.

Common configurations

Both types of SM surveys require the following configurations:

  • The HTML Email solution must be set up. For details, see the "Set up HTML Email for SM surveys" page in the Service Manager Help Center.
  • The SRC URL must be set up in the System Information Record. For details, see the "Configure web tier URLs for SM surveys" page in the Service Manager Help Center. In the SRC URL field, type the fully qualified SRC URL to your web tier. For example:

    http://<SRC Server Address>:<port number>/<SRC App Server Name>
  • The survey portal must be set to SRC.

Once these configurations are ready, you can send manual SRC surveys from a record by selecting the Send Survey option. However, scheduled SRC surveys require additional configurations.

Additional configurations for scheduled SRC surveys

Scheduled surveys are based on the survey integration framework, and therefore require additional configurations.