Setting Up Surveys

To set up surveys, use the Setup Surveys (SP_SUR_DEFN) component. To define format and answer choices for work order survey questions, use the Response Type (SP_SUR_RESTYP) component. To set up surveys by service type, use the Survey by Service Type (SP_SURVEY_BY_SVTYP) component.

This topic discusses how to set up surveys.

Page Name

Definition Name

Usage

Services Procurement Business Units Options Page

BUS_UNIT_TBL_SP

Define PeopleSoft Services Procurement business units.

Work Order Settings Page

BUS_UNIT_TBL_SP_WO

Define work order alerts and settings.

Service Types Page

SPB_ROLE_TYPE

Define service types options for surveys.

Role Distribution List Page

SP_DSTRLST

Set up role distribution lists to use with performance surveys.

Response Type Page

SP_SUR_RESTYP

Define formats and answer choices for work order survey questions.

Setup Survey Page

SP_SUR_DEFN

Define titles, question sequence, and response types for work order surveys.

Survey Setup - Service Type Page

SP_SUR_DEFN_SVTYP

View the service types related to the survey.

Surveys by Service Type Page

SP_SURVEY_BY_SVTYP

Associate service type with one or more surveys.

Use the Work Order Settings page (BUS_UNIT_TBL_SP_WO) to define work order alerts and settings.

Navigation:

Services Procurement > Define Services Procurement > General Setup > Business Unit Definitions > Services Procurement options

Click the Work Order Settings tab.

Field or Control

Description

Enable Surveys

Select to indicate that surveys may be used for work orders that are related to the specified business unit.

Use the Service Types page (SPB_ROLE_TYPE) to define service types options for surveys.

Navigation:

  • Set Up Financials/Supply Chain > Product Related > Services Procurement > Service Types/Roles > Define Service Types

  • Services Procurement > Define Services Procurement > Service Setup > Service Type Setup > Service Types

Field or Control

Description

Require Survey by Default

Select to indicate that surveys are mandatory for work orders that are associated with the specified service type. If you select this check box, surveys must be complete before the work order is finalized.

Note: You can change the status of a mandatory survey on a work order.

Automatically Send Survey

Select to indicate that surveys will be automatically sent to recipients at the time the work order is terminated, closed, or canceled. If surveys are not sent automatically, then you must click the Send Survey to Recipients button on the work order.

Note: If a survey is automatic, it is sent to all recipients that are tied to the role action that is specified on the distribution list.

Access Role Distribution List page (Set Up Financials/Supply Chain, Product Related, Services Procurement, Role Distribution Lists).

Field or Control

Description

Role Distribution List

Indicates the name of the new distribution list.

Role Action Description

Add role actions to the survey distribution list.

Use the Response Type page (SP_SUR_RESTYP) to define formats and answer choices for work order survey questions.

Navigation:

  • Set Up Financials/Supply Chain > Product Related > Services Procurement > Surveys > Create Survey Response Types

  • Services Procurement > Define Services Procurement > Services Setup > Survey Setup > Response Types

This example illustrates the fields and controls on the Response Type page. You can find definitions for the fields and controls later on this page.

 Response Type page

Field or Control

Description

Response Type ID

Name of the response type. Response types are used to define a set of appropriate responses that can be associated to multiple questions within or across surveys.

Select One of Many Choices

Select to indicate that a question is limited to only one response.

Free Form Text

Select to indicate that a recipient can respond to a question as free-form text.

Sequence

Enter the order that responses appear to recipients.

Note: This option is for single choice selections only.

Response Text

Enter the text for the response. The response texts for a response type are shown to survey recipients as the list of available answers to a survey question.

Use the Setup Survey page (SP_SUR_DEFN) to define titles, question sequence, and response types for work order surveys.

Navigation:

  • Set Up Financials/Supply Chain > Product Related > Services Procurement > Surveys > Create a Work Order Survey

  • Services Procurement > Define Services Procurement > Services Setup > Survey Setup > Survey Setup

This example illustrates the fields and controls on the Setup Survey page. You can find definitions for the fields and controls later on this page.

 Setup Survey page

Field or Control

Description

Survey ID

Displays the name of the survey.

Note: This field is keyed by SetID upon entering the page.

Title

Enter the title of the survey.

Copy

Click to copy an existing survey to a new survey. When you click this button, the system enables you to copy from a prior survey SetID and survey ID.

Note: This button only appears if you are creating a new survey.

Status

View the predefined statues of a survey. Statuses include Draft, Publish, and Retired.

Draft: This is the initial status of a survey that is assigned when the survey is created and saved.

Published: The system changes the status from Draft to Publish once you select the Publish Survey button.

Note: Once you click the Publish Survey button, the Save Draft button is no longer available. You can only select published surveys as a work order survey.

Retired: This status indicates that the survey is retired, and the survey does not show up on the work order selection. The survey, however, is viewable in the survey results. It is possible to republish a retired survey.

Note: You cannot retire a survey that is the default for a service type unless you change the default first.

Sequence

Determines the order in which the questions will be displayed to the survey recipients.

Role Distribution List

Select a survey distribution list to associate with the survey.

Question

Enter a survey question.

Response Type ID

Select a response type to associate with the question on the survey.

Allow Comments

Select to provide a comments text box to recipients for the survey question.

Retire Survey

Click to retire a survey.

Note: When you retire the survey, the survey is removed from the work order selection.

It is possible to republish a retired survey.

Preview Survey

Click to view a survey before it is published.

Use the Survey Setup - Service Type page (SP_SUR_DEFN_SVTYP) to view the service types related to the survey.

Navigation:

  • Set Up Financials/Supply Chain > Product Related > Services Procurement > Surveys > Setup Survey

    Select the Service Type tab.

  • Services Procurement > Define Services Procurement > Services Setup > Survey Setup > Survey Setup

    Select the Service Type tab.

This example illustrates the fields and controls on the Service Type page. You can find definitions for the fields and controls later on this page.

 Service Type page

Field or Control

Description

Service SetID

View the service SetID that is associated with the survey.

Service Type

View the service types that are related to the survey.

Surveys by Service Type

Click to access the Survey by Service Type page for the specific Service Type. You can add and delete surveys for the service type, as well as select the default survey.

Default for Service Type

Indicates that the survey is the default survey for the specified service type when a work order is created and requires a performance survey.

Add Survey by Service Type

Click to access the Survey by Service Type page, where you can add and delete surveys for Service Types, as well as select the default survey for the service types. The system will prompt you for the Service Type.

Use the Survey by Service Type page (SP_SURVEY_BY_SVTYP) to associate service type with one or more surveys.

Navigation:

  • Set Up Financials/Supply Chain > Product Related > Services Procurement > Surveys > Surveys by Service Type

  • Services Procurement > Define Services Procurement > Services Setup > Survey Setup > Surveys by Service Type

This example illustrates the fields and controls on the Surveys by Service Type page. You can find definitions for the fields and controls later on this page.

 Surveys by Service Type page

Field or Control

Description

Survey ID

Add and delete survey IDs that are associated to a service type.

Title

Click to access the Setup Survey - Service Type page for the survey title that is visible. You can view all service types associated to the survey.

Survey Status

View the status of the survey that is associated to a service type.

Default for Service Type

Indicates whether a particular survey is the default survey for service type when the service type is entered on a work order and the business unit uses surveys. The default survey is used to initially populate the work order survey field.