Minimum Version Required: 22.01
Steps
How to set up an Objective
1. Using Universal Search, 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. *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
c. *Copy Answer to Details - copies Survey answers to the task details. It defaults to True
d. *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
e. *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
Survey Section form and click the ‘+’ button when complete
a. *Sequence - will allow questions to be displayed in a specific order
b. *Survey Section - for categorization on more complex Surveys will leave as default Section 1
c. Section Type - used for more in-depth Surveys
5. Click the Add Survey Questions button
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. Create an Objective Schedule, if needed
Fields And Definitions
Survey -Set of questions to obtain data
*Objective -The defined behavior of the Survey
Objective Type -Field used more for system objectives. We will not get into this field as it is a more advanced field. Used for Categorizing Objectives and reporting. most cases don't need this field - Objectives with extra functionality
*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 - 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 to 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
Best Practices
Before creating a Survey, you need to know what questions you are trying to answer and what information you will need to collect in order to answer that question
Surveys can help us gather important information from the market