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Generate event-driven surveys

In addition to the automatic generation of surveys at scheduled times, you can also generate surveys manually.

Prerequisite

You have the Survey manager role.

Procedure. Procedure

  1. Click Explorer Explorer.

  2. Click Survey Management > Survey schedulers. The list is displayed.

  3. Click the name of the relevant survey scheduler.

  4. Click Generate object Generate survey. The corresponding dialog opens.

  5. Enter the Start date and Duration (in days) for the survey.

  6. Click OK.

The survey is generated. The users responsible are notified automatically by e-mail.