Create a survey in Workforce Optimization for ITSM

Create surveys and publish them. You can assign published surveys to an agent or a group. You can also share the survey with other teams by adding managers of those teams as the owners of the survey.​

Before you begin

Role required: sn_wfo_cfg_ws.manager

Procedure

1. Navigate to Workspaces > Manager Workspace.
2. Select the Coaching icon ().
3. Select the Assessments tab.
4. Select Surveys > View Surveys.
5. Add a survey.

   To create a survey using	Do this
   A form	Select New.
   Survey Designer	Select Survey Designer.

   Note:

   For detailed information on how to create a survey and associate with a coaching opportunity, see Create a survey and associate with a Coaching opportunity.
6. Configure the survey based on your needs.
   For information on configuring a survey, see Configure a survey using Survey Designer.

   Note:

   To share the survey with other managers, you must add managers of those teams as the owners of the survey.