Editing and Submitting Work Order Surveys

This topic discusses how to edit and submit work order surveys.

Page Name

Definition Name

Usage

Manage Work Orders - Surveys Page

SPF_WO_SUR_USR

Include survey details and send surveys to the appropriate recipients.

Use the Manage Work Orders - Surveys page (SPF_WO_SUR_USR) to include survey details and send surveys to the appropriate recipients.

Navigation:

Services Procurement > Manage Services Work Order

Select the Survey tab.

This example illustrates the fields and controls on the Manage Work Order - Surveys page. You can find definitions for the fields and controls later on this page.

 Manage Work Order - Surveys page

Field or Control

Description

Require Survey

Indicates that a survey is mandatory for the work order that is associated with the specified service type.

Note: This value defaults from the service type associated with the survey. You can modify this value before sending the survey.

Automatically Send Survey

Indicates that a survey will be automatically sent to a recipient at the time the work order is terminated, closed, or canceled. All recipients listed on the survey distribution list will receive notification.

Note: This value defaults from the service type associated with the survey. You can modify this value before sending the survey.

Distribution List Roles

Work order-related role actions that are included in the distribution list that you select for the work order survey.

Note: After sending a survey, users may only cancel a survey. Use the + and - buttons to add a new survey recipient or remove a recipient if the survey has not yet been sent.

If a survey is mandatory, all recipients must complete and submit the survey before the work order can be finalized. The survey status changes to complete once the survey is submitted.