Create a Managed Survey

Contents 
casm1401
HID_CreateManagedSurvey
Contents
 
Create a Managed Survey
The Managed Survey lets the CA SDM administrator select a desired survey sample population and match it to a specific survey. The administrator can then distribute targeted requests for respondents to take the survey at a specific time. This gives the administrator the flexibility of creating open survey periods, while maintaining the ability to have activity-based and category-based surveys related to Requests, Change Orders, and Issues.
The purpose of Managed Surveys is to provide a mechanism for managing surveys. This function can be useful when for survey forms that need to be monitored from time to time (for example, surveys only used during a short period every year or surveys that have been offline too long).
If you want to send the survey to a large number of contacts, set the default value of NX_SURVEY_ILIMIT in NX.env to a higher limit, such as 1073741824.
You can create a managed survey from the Service Desk node on the Administration tab.
Follow these steps:
  1. Click the Administration tab.
    The Administration page appears.
  2. Click Service Desk, Surveys.
    Click Managed Surveys, Managed Survey List.
    The Managed Survey List appears.
  3. Click Create New.
    The Create New Managed Survey page appears.
  4. Complete the fields as appropriate.
    See Managed Survey Fields for field descriptions.
  5. Use the controls available on the tabs at the bottom of this page to configure the managed survey as appropriate.
    See Managed Survey Tabs for more information.
  6. Click Save.
    The managed survey definition is saved and the Managed Survey Detail page appears.
The following buttons are available:
  • Event History
    Opens the Event History window, which lists the status, time loaded, fire time, and condition for each event associated with the managed survey.
  • Attach Event
    Opens the Attach Managed Survey Events window, which allows you to attach events with an object type of Managed Survey.
Managed Survey Fields
The following fields require explanation:
  • Name
    Identifies the title of the managed survey.
  • Managed Survey Status
    Select
    one
    of the following options:
  • (Default) Survey Period Open
    • Configuration in Progress
    • Survey Cancelled
    • Survey on Hold
    • Survey Period Closed
    You can create a managed survey status from the Service Desk node on the Administration tab.
  • Active
    Specifies whether the managed survey is active or inactive.
  • Assignee
    Specifies the contact that is assigned as the survey owner.
  • Group
    Specifies the group that is associated with the survey.
  • Survey
    Allows you to search for existing surveys.
Managed Survey Tabs
The following tabs are available on the Create Managed Survey, Managed Survey Detail and Update Managed Survey pages:
  • Activities
    Allows you to view the Managed Survey Activity Log List. To display only the log entries of interest, you can filter the list by specifying:
    • Earliest Log Date
    • Latest Log Date
    • Activity Type
    • Created By
  • Objects
    Allows you to specify assignee (managed survey owner) or associated groups as notification recipients for the managed survey.
  • Contacts
    Allows you to specify one or more contacts as notification recipients for the managed survey.
  • Types
    Allows you to specify one or more contact types as notification recipients for the managed survey (for example, Analyst, Customer, Manager, or Vendor).
  • Initial Message
    Allows you to view or edit the text for the initial message title and body. Also allows you to specify the notification method for the initial message (for example, e-mail, CA SDM notification, FAXserve, or pager e-mail).
  • Reminder Message
    Allows you to view or edit the text for the reminder message title and body. Also allows you to specify the notification method for the reminder message (for example, e-mail, CA SDM notification, FAXserve, or pager e-mail).
View or Edit a Managed Survey Activity
You can view or edit an entry on the managed survey activity log.
Follow these steps:
  1. Select Service Desk, Surveys, Managed Surveys, Managed Survey List on the Administration tab.
    The Managed Survey List appears.
  2. Click a survey in the Managed Survey Name column.
    The Managed Survey Detail page appears.
  3. Select the Activities tab.
    The Managed Survey Activity Log Search fields appear.
  4. (Optional) Complete any of the following search filter fields to list only the activity log entries of interest:
    1. Tenant
      Select the appropriate tenant, if you are operating in a multi-tenancy environment. 
    2. Public Data
      Select whether you want to include, exclude, or list only public data activities. 
    3. Activity Type
      Search for an activity type if you want to filter the list by activity notification type.
  5. Click Search.
    The Managed Survey Activity Log List displays the log entries that match your search criteria.
  6. Click Search.
  7. The Managed Survey Activity Log List displays the log entries that match your search criteria.
  8. Right-click the log entry of interest and select View.
    The Managed Survey Activity Detail page appears.
  9. (Optional) Click Edit. The following editable fields require explanation:
    1. Internal
      Specifies whether the log entry is public or private. 
    2. User Description
      By default, this field contains a copy of the System Description field, which specifies the details of the activity (for example, definition of an initial message for the survey. You can edit the User Description to provide an easy way of identifying the activity.
  10. Click Save, if you have chosen to edit the log entry.
    Your edits to the log entry are saved.
Managed Survey Status
You can view the default survey status options by navigating to Service Desk, Surveys, Managed Survey Status from the Administration tab.
From this page, you can perform the following tasks:
  • Create a new status.
  • Edit an existing status.
  • Search the Status List.
  • Enable or disable a status.
Survey Status symbols, along with their codes, descriptions, and record status appear in the list. The survey symbol is a field that defines the record status of a managed survey.
The following are default Managed Survey Status List symbols:
  • Configuration in progress
  • Survey Cancelled
  • Survey on Hold
  • Survey Period Closed
  • Survey Period Open
Search Managed Surveys
The Managed Survey List page has the following options:
Show Filter Displays a search filter based on the following criteria: Name Description Active Related Survey Assignee Status Clear Filter Clears the search filter.
If multi-tenancy is installed, the list page displays Tenant and Public Data settings in the search filter. Public Data can be Excluded or Included with Tenant data; Only searches for public objects exclusively. On detail pages, select the appropriate tenant from the list. If you select <empty>, the object is public.
Search Managed Survey Status
The Managed Survey Status List page has the following options:
Show Filter
Displays a search filter based on the following criteria:
  • Symbol
  • Code
  • Active
  • Description
Clear Filter
Clears the search filter.