CRM Phase 2 - Flipbook - Page 142
STEP
STEP 3
PROCESS
Survey Maintenance
The icons available are restricted dependant upon the current stage.
Selection
Exit
Copy Survey
Delete
Complete
Description
Closes the current screen and returns to
the CSI survey maintenance.
Copies the opened survey and starts
creation process. Copy Survey process
is used if amendments are required on a
published survey.
The delete option is not available on
published surveys. If the delete option is
selected you will be asked to confirm the
deletion
The Complete option requires a contact
code, department and location for the
survey
STEP 4
Click on
CSI Survey Keying in the results
02.011.01.L1 9304E
Page 142 of 205
