Menu Path: Business Administration >> Survey Templates Configuration
1. Click on the Create New button to create a new Survey Template.
2. In the General Information fill in the required details.
Field Description
Field | Description |
Template Name | Name of the Template |
Description | Description of the Survey Template |
Owner | Auto Populated with the logged-in User’s name and ID |
Execution Schedule | Manual Execution Schedule |
Respondent Visibility | Anonymous- Both the Supplier and the User from the Supplier remains anonymous |
3. Click on the Add Question button to add questions to the Survey Template.
4. In the Pop up window that appears, fill in the details and click on Save.
Field Description
Field | Description |
Description | Enter the detailed question |
Question Type | Choose a Question Type from the list |
Answer Type | The Type of answers of the detailed question can be |
Mandatory | Select to make this question mandatory in the Survey Form, without filling which the Supplier will not be able to Submit the Survey Form. |
Comments | Choose Comments to let the Supplier enter some commets for the question asked |
Attachments | Provision to attach documents by the Supplier to substantiate the question. |
5. You are further provided with the provision to edit/delete questions that have been created.
6. Click on the Save button to Create a Survey Template.