Creating a survey

When creating a new customer account profitability survey, you must first define the name, department, and description. After you have defined these basic properties, you will need to add job functions, responsibilities, and profitability drivers.

To add a survey:

1. On the Customer Account Profitability home page, click the Survey Assistant sub-tab.

2. Click the Survey Setup sub-tab and then click Add Survey.

   

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3. Select a department from the Select Department list.

   

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4. Type a name for the survey in the Survey Name field. The survey name defaults to Department Name Survey, but you can change this, if desired.

   NOTE: The survey name must be unique.

5. (Optional) Enter a description in the Survey Description field.
6. Click Save.
7. Click OK at the prompt. This updates the SurveyDepartment column in the DEPT table.
8. Assign job functions, responsibilities, and drivers for each survey.