How to a add survey section
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1. Navigate to the Objectives table

2. Click the Add Objectives button

3. Enter values to all required and applicable optional fields displayed in the Objective form and click the Add Survey Section button when complete.

a. *Objective - the name of the Objective

b. Objective Type - Tap handle Survey

c. *Delete Tasks After Days - defaults at one (1) year and will only delete the tasks, does not delete Survey answers. This can be changed in specific situations

d. *Copy Answer to Details - copies Survey answers to the task details. It defaults to True.

e. *Active - status to tell if the Survey will be live or not, if you don’t want a Survey live but want to save it can adjust this to inactive

f. *Customer ID Required - if a Survey will need to be taken at customer accounts

4. Enter values to all required and applicable optional fields displayed in the Objective form

5. After expanding the Survey Section by clicking the ‘Add Survey Section’ on the left of the screen, click the Add Survey Questions button

a. *Sequence - arrange questions in a specific order

b. *Survey Section - categorization on complex Surveys, otherwise leave as default Section 1

c. Section Type - used for more in-depth Surveys

6. Enter values to all required and applicable optional fields displayed in the Add Survey Question form. Repeat as needed until all questions are entered.

7. When all Objective information, Survey Sections, Section Values, and Survey Questions are complete, click the Save Changes button

8. The Objective details view shows Survey Sections, Objective Status, and Objective Schedule sub tables after saving

9. On the Objective Schedule sub table, click the Add Objective Schedule button
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10. Enter values to all required and applicable optional fields displayed in the ‘New Objective Schedule’ form and click the ‘Add Record’ button when complete
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a. *Frequency - How often the survey will be taken
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b. *Days to Deadline - How man days until the survey status is set to 'Failed to Complete'
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c. *Start Date - When the Survey is available to be taken initialy
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d. Optional fields - Location, End Date, Premise, Customer Type, Salesman, etc are used to target more specific customers for data collection. Enter values to these, as needed

* = required field

Survey -Set of questions to obtain data

*Objective -The defined behavior of the Survey

Objective Type -Field used more for system objectives. We will be setting this to ‘ap Handle Survey.

*Delete Tasks After Days -This defaults at one (1) year and will only delete the tasks, does not delete Survey answers

*Copy Answers to Details -This copies Survey answers the task details

*Active - status to tell if the Survey will be live or not

New Task Status - What status the Survey will be in when first assigned?

After Deadline Task Status - The status the system will switch the Survey to if it is not taken within the time frame

Mobile Item - Has to do with some special formatting on the mobile - will not be covered in this document

*Customer ID Required - If a Survey will need to be taken at customer accounts

Survey Section - This will be the container that defines a set of questions

*Sequence - This will allow you to organize questions in a specific order

Survey Section - For categorization of more complex Surveys

Section Type - Used for more in-depth Surveys

Repeat Questions - Choose if needed to repeat questions for either Brand or Products. Links the Brand or Products to the task.

Last Answer Auto Populate - If you want answers from the Survey before display. Helpful for Surveys like tap handle Surveys.

Add Section Values - This is where the data that needs to be collected will be contained

Add Survey Questions - The questions needed for reporting data on

*Sequence - The order in which the questions will be displayed

*Question - What will be displayed in the Survey

Data Types - Used to collect different types of data from text, currency, data, images

Required -Required to complete the Survey. The question must be answered.

Remember - Populates the answer from the previous answer

Repeat - Use if you want the question to repeat for multiple Brands or Products

Ask if Survey Question - Used to populate the next Survey question(s) based on response

Objective Schedule - Determines where and who the objective is assigned to

Objective Status - Status of the task determining task flow

Task - This is where we store the Survey information