How to Select Survey Questions

Path: Organization > Repair Center > Records / Customer Survey Tab-Work Order Questions Subtab or Project Subtab

Create online surveys using the Work Order Question and Project Subtabs. Here you can select and view the pre-defined questions you want in your survey. The individual questions are created in Organization > Lookups / Customer Survey.

On the Repair Center / Customer Survey Tab in Edit mode:

1. Click the Work Order Question or Project Subtab.
2. Complete the fields at the top of the window. Be sure to mark Enabled and add a Trigger Qty.
3. (Optional) Click the Add Section link to give a title to this section of your questionnaire. The Order # indicates the sequence of the section.

4. Click the Add Question link at the top of the grid.
5. Mark the check box for the first question.
6. Click the Add Selected button on the Add Question popup window.
7. Click Save on the toolbar.

If you want to change the sequence of the questions, see How to Rearrange Online Survey Questions.