how to pass information from a record into survey?

[rogerburns]

We are trying to create a series of surveys chained together using Triggers.  The idea is that we want to create surveys on configuration item records, and use the data of the CI to assign the next survey.  The problem we are having is that we want each person in the survey to see the results of the previous person's results so they can review and update their questions.  In the end, all the surveys for that CI will be reported.

Outline:

1. Survey 1 goes to internal staff triggered off of a Requested Item creation.  They answer 10 questions.  They mark it complete.
2. Survey 2 is triggered off of that assessment instance being completed.  The assignee of this survey is from the CI.  They mark it complete.
3. Survey 3 is similar to 2, but goes up the chain to another person on from the CI.  They mark it complete.
4. Survey 4 is the final survey, and should go to a Recipient List that is not related to the CI.  They mark it complete.
5. Report kicks out a PDF with the full responses for compliance.

Any ideas?  We are new to survey and assessments.

[bammar · Accepted solution]

A couple things here- Unless you promise things like Money or impose things like a penalty - compliance on surveys is quite low and hardly every completed by everyone. So if between each steps some mechanism is waiting for all recipents from step before to answer- it may never happen. 

Now I know Surveys have a deadline date typically like 10 or 15 days-

What you could do to choreograph this chain of events...which I believe will be a repeatable set of actions for different CI's

Use scheduled jobs to run scripts / queries - locate the users sysids and generate their Survey instance connected to proper survey- perhaps 1 for each layer.....

I think if you try my idea between Survey 1 and 2 and see if that work you can build on it but perhaps someone else will have an even better one

[rogerburns]

Thank you for the suggestion, Bammar.  I had not considered generation the survey instance by scripting it.  I'm not much of a scripter/programmer, so would need to engage others in our group who might be able to accomplish that. 

I was hoping that we could pass the data into one survey from another using the 4 parameters, but apparently that is only for reporting purposes.