You have the choice of either a print or online survey. If you enter your questions on the Text Subtab, this is the only survey used regardless of whether questions are selected on the Work Order Question or Project Subtabs.Path: Organization > Repair Center > Records / Customer Survey Tab
Questions entered in the free-form field on the Text Subtab apply only if you print survey forms with a work order. Enter questions or any other text you want printed on the evaluation form. If you want blank lines included for replies to the questions, add them as part of the text since lines do not appear automatically on the printed form. See How to Add Customer Survey Questions for instructions.
Use the Work Order Question and Project Subtabs to select pre-defined questions for online surveys. If you want to change the order in which the questions appear on the form, you can use the Order # field to change the sequence. See How to Select Survey Questions for instructions.
Project surveys are available in online format only. When a project is closed, WebTMA e-mails a survey link to the project requestor.
The WO Type Exclusion Subtab is used to exclude work orders for certain Type Codes from being included in the trigger quantity, for example, PM type work orders. For any type of work orders where a customer survey is not appropriate, add those types to the WO Type Exclusion Subtab.
You have the choice of either a print or online survey. If you enter your questions on the Text Subtab, this is the only survey used regardless of whether questions are selected on the Work Order Question or Project Subtabs.