Configuring a survey

Enable Survey

Enable or disable the survey. Set to Yes to offer the survey to employees, managers, or field representatives through their respective self-service modules. Specify the frequency with which the survey is offered. Use zero days to offer the survey for every closed case.

Standard Survey

Disable the standard survey to display a star rating system instead of the standard drop-down menus. This standard survey is enabled by default.

Survey offering frequency

Specify a frequency between 0 and 99 days for how often surveys are offered per module. A value of 0 means a survey is sent after every closed case. For Ask HR for HR, if the value is greater than 0, follow-up survey notifications will only be sent after the specified number of days.

Response Option Configuration

Specify the definitions for each response option and assign a point value from 1 to 5.

Survey Question Configuration

Specify each survey question. Users are required to respond to each survey question.

Additional Survey Question

Specify a question to rate the overall experience. User responses must be on a scale from 1 to 10.

Comment Box Text

Specify the text that is displayed on the survey form above the box to enable a field in which employees can provide comments. Leave blank to hide the comment box on the survey.

Required

Set to Yes to require comments in the survey. Set to No to make comments optional.

Consent Agreement Text

Specify the text that is displayed above the consent box on the survey form. The text is read-only. You can include a checkbox that employees use to indicate consent or non-consent to the specified agreement.

Required

Set to Yes to require employees to indicate consent or non-consent before submitting the survey. Set to No to make consent optional.