Use > Survey > Service Manager Survey > SM Survey user tasks > Retire a survey template

Retire a survey template

User roles: Survey Administrator, Survey Manager, Survey Analytics

When a survey template no longer suits your needs, you may want to retire it. Retried templates are not available for selection when users create surveys.

To retire a survey template, follow these steps:

  1. Click Survey Management > Survey Templates > Search Surveys in the system navigator.
  2. In the search form, enter your search criteria.

    You can search survey templates by Template ID, Name, Module, or Phase. You can also use advanced search.

  3. Click Search to directly open the survey template or open it from a list of survey templates.

  4. Click Retire. The template is moved to the Retired phase.

    Note If you want to unretire it at a later time, click Unretire.

Related topics

SM Survey setup

Related topics

Set up HTML Email for SM surveys

Specify the survey portal URL

Enable a survey integration instance