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Adding a survey

 

Prerequisites

  • Previously configured survey type.
  • Access to the Management > Survey planning (SV005) menu.
  • Access to the Execution > Survey execution (SV028) menu.

 

Introduction

After configuring a survey type, we can add a survey and configure it as well.

This record allows for conducting research involving the organization's suppliers, customers, and employees.

See below how to create a survey:

 

Adding surveys

Watch the video below to learn how to add surveys:

Surveys can also be added from a template. To learn how to do it, access the Creating a survey template article.

 

To learn how to use the "Notifications" tab, access the Configuring SMS notifications in SoftExpert Survey article.

 

 

Conclusion

Thus, the survey has been added. Now, it must have its questions created and its respondents defined.


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