Survey Instances

Module: Survey Data
Topic: Survey Instances
Version(s): Version 5.1 and up
Editions: All Editions

Survey instances display the surveys that have been completed by customer, date, time, score, type and employee that filled the survey out. Navigate to Company Data > Survey Data > Survey Instances.

To return to the previous page, click the Back button. To print the module, click the Print button.

Viewing Existing Surveys

To view a completed survey, click on the magnifying glass icon next to the designated survey.
A Survey Details window will pop up, that will display a summary of the questions and responses that were captured for the survey.

Click the close button to close the Survey Details window, and return back to the Survey Instance desktop.
To print the current Survey Details window, click the Print button.

Editing Existing Surveys

To edit an existing survey, click the edit pencil icon next to the survey that you wish to modify.
The Survey Data window will pop up.

Click on the branching tool hyperlink to the left hand side of the survey screen, that is the title of that survey question; in order to view the information entered. You will see the content of the question and the responses reflected to the right, under the survey buttons.
There are multiple question formats that will be visible in surveys. If there is a need to edit the response, click into the response section of the question and make the appropriate change.

Click the Apply button and the Survey change will be saved.

To close the Survey Data window, click the Close button. This will close the Survey Data window and return you to the Survey Instance module.