How to Add Customer Survey Questions

Path: Organization > Repair Center > Records / Customer Survey Tab–Text Subtab

This topic applies to the Text Subtab only. See How to Select Survey Questions for information about questions added to the Work Order Questions and Project Subtabs.

If you want to print the survey questions with the work order and use a manual delivery process, type the survey questions in the free-form field on the Text Subtab. The form prints one time only, the first time you print the work order.

If you add text to this Subtab, this is the only survey that will be applied.

From the desired Repair Center / Customer Survey Tab:

1. Click the Text Subtab.
2. Click Edit on the WebTMA toolbar.
3. Mark the Enabled check box.*
4. Type the Trigger Qty. This tells the system when to print a survey form.
5. Type the questions in the text field.
6. (Optional) Insert lines for answers if desired.
7. Click Save on the WebTMA toolbar.

* Use the WO Type Exclusion Subtab to specify any work order Types, such as PMs, you do not want included in the work order count.