Survey Management and data gathering

smcgrath44
Kilo Explorer

We are having some challenges with the Survey Management application and wanted to reach out to the community and see if we are alone or not. We want a survey sent out to each user upon resolution of a ticket. The information that we would like to get back goes well beyond the questions and answers in the survey. We would also like to get the following:

  1. Technician who resolved the ticket
  2. The Assignment Group that the resolving tech is a member of for the ticket
  3. Business Service, Category and CI information that can be reported with survey data

We on on Eureka. We have been legacy surveys and want to utilize the new survey tool that ulitize the assessment and metrics tables. Does anyone out there have a similar challenge and or solution to this? Much thanks!

Steve McGrath

ServiceNow Administrator

Harvard Business School

1 ACCEPTED SOLUTION

TrevorK
Kilo Sage

We have just implemented surveys ourselves...or assessments...or whatever you want to call them. We opt'ed to use the new survey/assessment features and not legacy surveys, even though when we went through it legacy surveys seemed much easier. Our choice was based on a suspicion that legacy surveys would not see future development, whereas assessments would.



My post below will be based on using Assessments (Survey Management module), however I can reference the Legacy Survey's if you need.




I believe we are doing everything you want to do - we are sending out an email upon resolution of a ticket. I will walk you through our steps, and let me know which numbers you want me to go into further detail:


1) Upon closure of an Incident or RITM, we determine if a survey is required. For example, we do not want to survey students and there are certain assignment groups that do not receive a survey. We use a flag on the TASK table that we fill in if a survey is required.


2) Our notifications are two-tiered. We send a normal "Your Incident has been resolved" if our "Survey Required" flag is false. This comes off the Incident table. If "Survey Required" is true, we send a notification off of the Assessment Instance table. Because the Assessment Instance has "Trigger ID" (a field that contains the sys_id of the record calling it), we use a Mail Script to lookup the associated Incident or RITM information based on the sys_id. We then send out a "Your Incident has been resolved" email similar to above, however it is from the Assessment Instance table. We include our survey specific information in it (we use some cool graphics to entice them to click on the survey) and the Incident/Task information, which is obtained through the mail script.


3) Client takes the survey, we then do a custom table to transform the results into a format that is much easier for management to handle (a table where each row contains the questions/answers, rather than the ServiceNow format of each row being a question). We have some reporting we need to do based on the results of a specific question, and this kept it the "prettiest" for management and the most functional for our user base. The table just updates upon a survey changing to "Complete". Because we have the "Trigger ID" value (which again is the sys_id of the incident/task that called it), we can reference who the analyst was that did the ticket, the business service, etc.



Just in case anything does not make sense, I have attached a screenshot of our survey invitation email. It is run off the Assessment Instance table. While we do not show the CI/Business Service/etc., I think the other fields we pull demonstrate that we can pull those fields too.



If you have any further questions, feel free to post them. Or send me a message privately/email me and I can go into it further. We personally found the new Assessment module a bit overwhelming at first and it took longer than expected to develop it into something usable. But I think our stats are at a 12% response rate, so we must be doing a good job (our research department indicates this is a good response rate for unsolicited electronic surveys).



My apologies - I realize this is a bit long but I was unsure where exactly you were looking for feedback.


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Most of my knowledge is based on using the systems and having the figure out how it works to answer the questions of those that wanted the survey's created. When we implemented the documentation was very sparse and some key features were missing from the product itself, such as an individual being able to have more than one survey waiting. Some of these missing pieces have now been corrected in newer releases, so my comments from a year ago may be a little out of date depending on what version you are using.



We are using the Survey piece out of Assessment. We are not using Legacy Survey.



If you have any questions please let me know!


Hey,

Could you please elaborate on the survey response and calculations also for the normalized and weighted value ? 

Currently it doesn't look like the normalized values are properly shown in my case or the calculation is going wrong. 

Using the same below formula it doesnt provide the value being auto calculated.

Normalized value = (Input Value - Min value defined in metric) / (Max value defined in metric - Min value defined in metric) * current metric weight / (sum of valid metric weight) * scale_factor

 

I have few questions using the custom template (values are from 1-5 )and scale definition is Low as i need the lowest value to calculate the highest score. According to me this ((Input Value - Min value defined in metric)) always gives 0 for the response high (value 1) 

 

sunthosh
Tera Contributor

Trevor, it was an awesome note. I am planing to do the same in legacy can you guide me.



I will describe the issue clearly.



Once an incident is closed, an mail should go to the user( this is done by "email notifications" and not by "survey conditions". In that, it should have ratings (1 to 4).


find_real_file.png


If the user clicks 1 then it should go to the survey page, here user should not be asked to login ( this is achieved by "Enable public acees" button ).


Here user will submit the feedback.


find_real_file.png



When we check on the "Survey response tab". we see the feedback but is is not possible to see for which incident the feedback was given. How to get see for which incident the feedback was provided.


find_real_file.png


We do not use Legacy Survey, we use Assessments, so our table structure will be different. When I look through the table structure for legacy survey, I do not see anywhere where it ties it to a specific incident. There is the "instance" field but that seems to just tie back to the survey_instance table.



However, I believe you would be wanting to use "Task Survey" (task_survey) for surveys relating to Incidents. There is a field called "Task" which is a reference to the Task table, and that will show you what Task (incident/change/request/etc.) triggered it:


find_real_file.png




My advice would be to evaluate whether you are using the correct survey type for what you are trying to achieve. If you end up needed to use the one that you are using for incidents, it appears there is no trigger value. You could easily code one into your page and pass it along as the user completes the survey.


Hi Trevor,



Thanks for providing much detailed information which is very much helpful. We are also using assessments module. I might be silly in my question. Can the "Survey User Invite" email that gets triggered, be a customized one using the mail script only for Incidents/Calls/ RITM's but should be default one for Changes/Problems. So only for some modules can it be customized and for some, it can use the default. Please let me know if you have any suggestions.