Manage Survey Templates Task

Survey templates are used to map your survey with decision rules you use to send the survey.

To create and manage survey templates:

In this example, we use SurveyMonkey.

1. In the Setup and Maintenance work area, go to the following:

   • Offering: Service

   • Feature: Surveys

   • Task: Manage Survey Templates (to create and manage general SR survey templates)

     Or

   • Task: Manage Survey Templates for HR Help Desk (to create and manage survey templates for HR Help Desk surveys)

2. To create a template, click Add.

3. Enter a Name and Description for the template.

4. Select the SurveyMonkey Configuration Name from the drop-down list.

   This name comes from the configuration you created in the Manage Survey Configurations task.

5. Enter a Start Date for the survey.

6. Optionally, enter an End Date.

7. Select Service Request from the Object Type drop-down list.

   If you're using an object different from a service request, here's where you choose it. For example, in the Manage Survey Objects task you completed earlier, we used the example of entering CUST_SVC_ACCOUNT as the object type.

8. Select the External Survey Name from the drop-down list.

   The list is of all the surveys you have in SurveyMonkey.

9. Enter the External Survey URL.

   This is the direct link to your third-party survey.

10. Select a Decision Model Space.

    The decision model space is the one you created earlier.

11. Select a Decision Model Name.

    The decision model name is the one you created earlier.

12. Click Save and Close.