Conducting Customer Satisfaction Surveys

After you close a service request, you can record (in a customer satisfaction survey) customer responses to questions about the effectiveness of service. These responses determine a customer satisfaction score.

To conduct a customer satisfaction survey for a service request

  1. Navigate to the Service screen, then the Service Request List view.

  2. Drill down on the SR number (#) field for a selected service request, and click the Surveys view tab.

  3. Create a new survey record, and complete the fields as appropriate.