(Contents) (Previous) (Next)

Completing a Survey

The Complete Survey form is displayed when you select the complete option while in a saved survey. You can select the department(s), location(s) and contact code relating to the survey being completed. You can complete a survey by selecting at least one option in each pane. Surveys are only finalised when all information is complete and validated.

Complete Survey Form

Department(s)

The department is the cost centres for which the survey can be used. Surveys can be used for single or multiple departments. Department codes are selected using a single left click action which will highlight the choice in blue. A second left click will de-select the department code.

Location(s)

The location is the branch that is able to use the survey. Options in the list can be selected or de-selected. A single click on all locations enables all locations to be selected at once.

Contact code

The contact code field enables you to identify which survey is used. If known the contact code can be manually entered and will be validated by the system or can be selected from a list of CSI type contact codes using the DropDown.gif drop down.

Push buttons

OK: Confirms and saves the selected option and finalises the completion process.

Cancel: Cancels the completion process and returns you the Survey maintenance screen.

NOTE: Only CSI type contact codes will be available from the drop down, if a contact code is not showing in this list then check the code set up in the Contact types file.

Related Topics

View CSI results

Carry out a CSI

Create a Survey

Open an existing survey

(Contents) (Previous) (Next) (Top of the Page)