Templates
Customer Satisfaction Templates organize Questions into feedback forms that can be attached to tasks or purchase orders.
Create templates with names and descriptions, assign questions in a specific order, and attach templates to work processes. When triggered, templates generate feedback forms that collect and aggregate customer responses for analysis and reporting.
Available from 7.0.0.0
The Purchase Key licence dependency for this specific element of the system has been removed and is now included as standard in the core MRI Evolution product the feature has been turned on for all systems by default.
Note: Other restrictions, such as User licence type restrictions and / or any restrictions to underlying functionality that is dependent upon Purchase Key licences will remain in place.
Settings > Customer Satisfaction Forms > CSF Templates
The link will open the Templates grid. It is a grid view which can be searched, sorted and customised as normal.
To add a new Template click New 
, to edit an existing Template click Edit 
. A pop up window will appear which will allow the creation or amendment of a Template.
Click to view - Template Fields and Descriptions
Complete the fields and click Save 
. Once the Template header has been completed and saved a sub navigation will appear to allow additional entities to be assigned.
These include:
- Assign Questions
Assign Questions Sub Navigation
Click to view more detail.
Once a the Template header has been completed the relevant questions can be assigned to it.
Settings > Customer Satisfaction Forms > CSF Templates
The link will open the Template / Assigned Questions grid. It is a grid view that can be customised and sorted as normal.
To assign Questions click Assign
, entities in the right hand assignment window are connected.
Once the Questions have been assigned, the order they appear on the form can be altered by using Move Up 
and Move Down 
.