How to set up survey in Service Now?

[nalzate]

Hello,

We are a current client of service now using it mainly for Incident Management (ITIL). We would like to use the survey feature but don't know where to start. Is there a test enviroment that I can use for the surveys? Is it easy to turn on the surveys on the incident management service now platform?

[Pradeep Sharma]

HI Nelson,

Please go through the below link for more info.

Survey Management - ServiceNow Wiki

You can turn the plugin on your personal dev instance supported by developers programme.

[Abdul Khan4]

Hi Nelson,

If you want to knoq how to request for personal development instance, read below.

Please create your account on ServiceNow Developers. Once you log-in, Go to go Manage TAB --> instance --> And request for you instance.

Login to Developer instance and your wizard is on left navigation. You can also activate some plugin using Actions button in screen above.

Survey management link is already shared by Pradeep.   Survey Management - ServiceNow Wiki

[Uncle Rob]

Activating and defining Surveys is easy enough, but reporting on the results can feel a little tricky at times.
I'd be sure you knew some of the reporting use cases and then fiddle with some prototypes to make sure you can get what you need out of it.

[Manjul Katare]

Nelson,

Here is 8 simple steps to follow to create & run your very first survey:

1. Survey Wizards > All > New
2. Fill out Name:(anything) > Submit
3. Open the Survey you just   created, and on Related list (Survey Panels) > New > Name:(any-panel)
4. Select survey panel > Variables > New > Type: Multiple choice, Name:(Rain), Order 100, Question: Is it gonna rain today?, Mandatory: checked > Save
5. Default value: No
6. Add Question Choices to Variable > New > Text: Yes > Value: Yes > Update
7. Add Question Choices to Variable > New > Text: No > Value: No > Update
8. Run wizard > Next

You can try above steps on any demo instance,Your output should be:

Once you are able to run this, there are so many features that you can look at including Survey Designer: Survey Designer - ServiceNow Wiki

For more information needed around Survey, you can refer this link which has pretty good content: Create a Triggered Survey

You can also create triggered Survey for feedback collection from the callers once incident/PRB is resolved. Refer : Survey Example - Create a Triggered Survey - ServiceNow Wiki

Thanks,

Manjul