Minimum Version Required: 24.01
Steps
Objective Statuses
Objective Status is a subtable of the Objectives table. When a new Objective is created, three default statuses of Assigned, Failed to Complete, and Completed are created. Additional statuses can be added to Objectives to create different workflows of surveys. For example, an Approval Pending status can be added to require a survey to be approved by a manager before being set to Completed.
Add New Objective Status
1. Navigate to the Objectives table and select the Objective to edit.
2. Click 'View' on the Objective Status subtable.
3. Click 'Add Objective Status'
4. Select the desired Status.
Note: If the status desired does not exist in the drop-down, a new status can be created on the Task Status table.
5. Select the Assign To Group based on which group of users the survey will be assigned to.
6. Select the User Level.
7. Click 'Add Record'.
Set Permissions on Objective Statuses
Setting Permissions on Objective Statuses prevents users without the selected permission from being able to put a task in that status. This is beneficial for approval workflows such as Asset Manager, Sign Shop, and more. If a user does not have the permission set on the Objective Status, it will not display as a status option to select.
1. Navigate to the Objectives table and select the Objective to edit.
2. In the Objective Status subtable, click the arrow next to the status.
3. Edit the Permission field and select the permission required to set a task to this status.
4. Click 'Save Changes'
Fields And Definitions
Objective Status* - A Task Status that is linked to a specific Objective.
User Level* - determines whether a task in this status will be assigned to the User (for example the Sales Rep), their Manager, or their Manager's Manager.
Assign To Group - The Group of Users the Survey Task will be assigned to.
Sequence* - The order the Objective Statuses will be listed at the end of the survey.
Prompt Task* - Prompts the Assigned User when accessing a specific area.
-Do Not Prompt - User will not be prompted.
-Service Event Start - User will be prompted to take the survey when selecting the customer from My Day on Encompass Mobile (This status will force the user to complete the survey before moving forward with other tasks. This does not apply to Assignment surveys such as DOT surveys).
-Service Event End - User will be prompted to take the survey when backing out of the customer event.
-Invoice Total - User will be prompted to take the survey when backing out of the Invoice Edit screen to the Invoice Total screen.
-Add New Product - User will be prompted to take the survey when adding a new product to an invoice.
Deadline Required - When set to True, a calendar selection displays at the end of the survey to select a Deadline (Ex. Deadline for Sign Shop Request to be completed).
Permission - Users must have the selected permission to be able to move a task to that Objective Status.
Min/Max Points - Only displays the Objective Status as an option to select when survey answers meet the point requirements.
Ask If Survey Question - Only displays the Objective status if the user answers a survey question a certain way.
Ask If Operator - If the answer to the Ask If Survey Question is >, >=, <, <=, =, or <> the Ask If Value.
Ask If Value - Only displays the Objective Status as an option to select when the answer to the Ask If Survey Question meets this value in combination with the Ask If Operator.
Post Message - Displays a message to the user after selecting the Objective Status.
* = Required Field