Minimum Version Required: 23.01
Steps
How do Tap Handle Surveys Work?
Tap Handle Surveys have special functionality to take a photo of the tap handles at a customer and then select the brands and count the number of tap handles for each brand. Encompass provides a System Objective with the setup needed for this survey that you can begin using anytime.
Setup Tap Handle Survey
1. Navigate to the Objectives table
2. Add a Column to the Objectives table: System Objective ID
3. Search for System Objective ID "1"
4. If the Survey is not found, click the Active column header and include "Inactive" results.
5. To begin deploying the survey, add an Objective Schedule.
*Tap Handle Surveys typically have an Objective Schedule set to On Premise=True to target On Premise Customers only.
Taking the Survey on Encompass Mobile
1. Tap the Tap Handle survey task from Customer Event View
2. Select the Bar Location you want to count first
3. Tap the camera icon to take or upload a photo of the tap handles in the Bar Location
4. Tap Add Taps
5. The Brands that display automatically are the Brands that were previously logged for the Customer/Bar Location
6. To add an additional Brand, Tap Next Brand in the top right corner
7. Search for and tap the Brands to add to the list
8. Tap the check mark to return to the Customer's Brands
9. Tap each Brand to increase the number of Tap Handles for each Brand. The max is 4. After 4, the Brand will be set back to 0
10. Tap Next Bar Location and repeat these steps for each location as necessary
11. Once all Bar Locations are complete, tap Continue
12. Tap Completed
Best Practices
If you need to ask questions about the taps or the customer, this survey will not allow for survey questions in addition to the special functionality of the Tap Handle Survey. It is recommended to create an additional survey without the Objective Type Tap Handle. Then, add questions and set the Repeat Questions field on the Survey Section to "Repeat for Multiple Brands". This will allow the user to still select a brand and then answer the survey questions for each brand.
The Bar Locations cannot be edited on the System Objective. To customize the Bar Locations that display, use the Table Copy function to copy the Tap Handle Objective and edit the Survey Section Values.
The System Objective prompts users to complete the Tap Handle Survey at the beginning of their customer event. They will not be able to complete their other tasks until the Tap Handle Survey is completed. If you want to change when the task is prompted, copy the System Objective and Update the Prompt Task field on the Assigned status.
The System Objective assigns Tap Handle Surveys to the Assigned Sales Rep for Customers that meet the criteria of the Objective Schedule created. If you want to change who completes the surveys, copy the System Objective and update the Assign To Group on the Objective Statuses.