Surveys

Surveys

Module: Survey Data
Path: Company > Survey Data > Surveys
Topic: Surveys
Version(s):  5.1
Editions: 

What Are Surveys?

Surveys are interactions between your CSR team and customers built to gain more knowledge and insight into a specific topic.

Making The Connection

Where Will I See This Within OLX?

QA Surveys are displayed on order entry and customer records:



Script Surveys are displayed during order entry and can be accessed via the bottom toolbar or set to display automatically.

What Reports Can Be Pulled?

  1. Quality Assurance Campaign Report Definitions (orderlogix.com)
  2. Quality Assurance Agent Report Definitions (orderlogix.com)

What Imports/Exports Relate to Surveys?

At this time there are no imports/exports for Surveys

Setup

Navigate to Company Data > Survey Data > Surveys

Tool Bar

Utilizing the buttons on the tool bar  you can:
Go back to the previous screen 
Add new
Print 
Minimize module 

Filter

You can use the filter options to narrow down the displayed selections.


  1. Active? (True/False)
  2. Client
  3. Create Date
  4. Survey Name
  5. Type (QA/SCRIPT)
Add additional filters by click the Add button 
Apply the filtered selections by clicking Apply Filter 
Remove the filtered selections by clicking Remove Filter 
You can set the number of records to be displayed 



Add New Survey

Click on the 'Add Survey'  icon in the upper right corner of the blue module bar 

A new Edit Survey Data window will pop up.

  1. Survey Name - any name designated within your organization to reference the survey being created
  2. Client - to designate if survey is to only be used a specific client or if all clients are eligible
  3. Survey Type
    1. QA
    2. Script
  4. Display a single question at a time - check this option if you do not want to list all survey questions at once
  5. Survey Header - use the editing tools to design the 
  6. Survey Questions - changes must be applied to new survey before adding questions
  • To save the current Survey, click the   Save button.
  • To cancel any of the current changes you have made, click the  Cancel button. This will close the Survey window without saving any changes.
  • To apply the current changes you have made, click the  Apply button.
  • To print the current Survey window, click the  Print button.
  • To delete the current Survey, click the  Delete button. This will prompt you to make sure you want to delete this item. Clicking OK will delete the Survey and close the Survey window.

Survey Questions




  1. Short Display Text - 
  2. Survey - will auto populate the current survey you are adding the question to
  3. Display Order - enter a numerical value to set the order of first question, second question, and so on
  4. Rules
  5. Active
  6. Required - does the question have to be answered before moving forward
  7. Allow Comments - do you want to allow the CSR team to add comments 
  8. Recording Checkpoint
  9. Response Type - select the type of answer to be allowed
    1. Alpha - a, b, c, A, B, C
    2. Boolean - 1, 0
    3. Date - mm/dd/yyyy
    4. List - (Display Order - numeric, List Item - alpha, Score - numeric)
      1. Drop Down - single answer can only be selected from options provided via a drop down
         
      2. Radio Button - single answer can be selected by click a radio button beside provided options
         
      3. Dual Multi Select List Boxes - multiple answers can be selected
         
      4. Check Box - multiple answers can be selected by checking a box beside provided options
         
    5. Numeric - 1, 2, 3
  10. Max Score - each answer contains a value and the largest value will be set here
    1. 100 points left to distribute for this survey - this value will decrease as more questions and answers are created
  11. Question Text
  • To save the current Survey Question, click the Save button.
  • To cancel any of the current changes you have made, click the Cancel button. This will close the Survey Question window without saving any changes.
  • To apply the current changes you have made, click the Apply button.
  • To print the current Survey Question window, click the  Print button.
  • To delete the current Survey Question, click the  Delete button. This will prompt you to make sure you want to delete this item. Clicking OK will delete the Survey Question and close the Survey Question window.

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