Helpdesk - Surveys

Available from 5.5.0.0

Use Helpdesk Surveys to view, manage, and track survey requirements and responses for each task. Dedicated survey interfaces help administrators ensure all survey protocols are completed for compliance, validation, and safety throughout the task life-cycle.

Task Management > Helpdesk > Helpdesk - Surveys

The link will open the Helpdesk / Surveys sub navigation.

The Surveys sub navigation is made up of two tabs:

Each tab contains a grid displaying the respective records for the tab.

Survey Requirements tab

The Survey Requirements tab contains a grid of Task Requirements that are Work Surveys related to the current Task. These may have been created automatically when the Task was created or added manually via the Add/Remove Requirement toolbar button

Records can be selected in the grid and use the toolbar buttons to:

Task Management > Helpdesk > Helpdesk - Surveys

Survey Responses tab

The Survey Responses tab contains a grid of completed Work Surveys related to the current Task. These may have been created in MRI Evolution via the New Response toolbar button or in a Evolution Go activity.

Survey Responses can be viewed, but not updated, by selecting a record in the grid and clicking the View Response toolbar button.

Opening a record from the grid will open the Work & Access Survey page.

Task Management > Helpdesk > Helpdesk - Surveys

 

Helpdesk - Surveys Icons

Icon

 Feature Description

Requirements button group

 
  • Add/Remove Requirement
 Click the Icon to open an assignment window displaying the Work Survey Templates related to the current Task
  • Preview Survey

Click the Icon to open a pop-up displaying the Survey in preview mode - no answers will be stored

New Response

Click the Icon to open the Survey response page and answer the Survey's questions.

A Survey Template must be selected in the grid.
View Response

Click the Icon to open the Resource Rota page and Assign a Resource.

A Survey Response record must be selected in the Survey Responses grid before clicking this button

Complete the fields and click Save . Once the Audit header has been completed and saved entities can be assigned. These can be assigned manually or by using the wizard.