Send Survey WO Action

Work Order Action Menu — Send Survey

When the Action Menu Send Survey link is enabled, you can send or re-send an electronic survey. If the survey has been sent in the past, an alert gives you the option to re-send the survey or cancel the action. Once a survey has been completed, it cannot be submitted again. If you re-send a link for a completed survey, the person who attempts to complete the survey will get an error.

The following must be true in order to enable the link:

• The Repair Center for the work order has a customer survey established.
• The work order is Closed.
• An e-mail address is entered on the work order.
• The logged-in User has the User Preference Send Manual Survey checked.

When all the requirements are met, click the link to send the survey manually. If it has been sent in the past, a Resend Survey alert gives you the option to re-send the survey or cancel the action.