Path: Organization > Repair Center > Records / Customer Survey Tab-Work Order Questions Subtab or Project Subtab
Add questions to the Work Order Questions and Project Subtabs to create electronic questionnaires.
Use the optional fields in the Customer Survey Tab to give your survey a custom title and to set filters for the records that are eligible to be included in a survey.
The filters are in addition to the Types that are disqualified on the WO Type Exclusion Tab.
If you want only certain work orders or projects to have a survey attached to them, click the down arrow in the Query field to select from all user-defined queries. This selection filters work orders or projects based on the parameters of the selected query.
The Has Cost check box is used to include only work orders or projects that have a cost associated with them.
The survey questions are created in a nested grid that gives you the option to create headings for different sets of questions. Section headings are not required; however, WebTMA inserts a No Section line in the grid to maintain the hierarchy. Your clients do not see the "No Section" phrase on the questionnaire.