CRM Phase 2 - Flipbook - Page 141
STEP
PROCESS
STEP 1
Amending and Publishing a survey is done from the Survey Administration screen. All previously
saved surveys will be displayed in the grid and can be opened regardless of their status.
However, editable access will vary according to the status of the survey
Survey Status
Published
Description
Finalised survey which is available for
use in My CRM – My Shortcuts
Survey for which the departments,
locations and contact code has been
defined
Completed
Saved
STEP 2
Survey for only the questions have been
defined and saved
Select the correct survey and click on Next
CSI Survey Keying in the results
02.011.01.L1 9304E
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