Use > Survey > Service Manager Survey > SM Survey administrator tasks > Manage the self-service survey menu

Manage the self-service survey menu

User roles: System Administrator

The SM Survey menu is added to out-of-box self-service menus, which allows an end user to view and complete an SM survey. You can update an operator record to grant survey access by assigning the ESSSM-Survey self-service menu.

There are multiple self-service menus available, you can choose to assign only the SM Survey menu to an operator. To do this, follow these steps:

  1. Click System Administration > Ongoing Maintenance > Operators.
  2. Type or select the optional search criteria.
  3. Click Search.
  4. Select an existing operator record.
  5. Click the Self Service tab. Make sure that the operator record has these settings:

    • The Self Service Access Only check box must be selected.
    • Select or type ESSSM-Survey in the Self Service Menu field. In this way, the SM Survey menu is displayed when this user logs on using a self-service URL.

  6. Click Save.

Related topics

SM Survey setup

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Set up HTML Email for SM surveys

Specify the survey portal URL

Send a survey from a record