Using the Survey Assistant

The Customer Account Profitability > Survey Assistant page allows you to add and edit profitability surveys.

To access this page, on the FI Command Center, click Customer Account Profitability, and then click the Survey Assistant sub-tab.

The Survey Assistant tab includes a single sub-tab called Survey Setup. Creating surveys consists of the following steps:

A completed survey may look like the following:

The various fields on this page are described below:

	Field	Description
	Department	The name of department(s) being surveyed. When you select a survey DEPT, it will be automatically populated in the DEPT.ProfitabilitySurveyDept. Use the column to link additional columns to the survey with the survey DEPT number.
	Function split	The total of the individual splits defined for each job function. This field is calculated automatically and represents the total for the department. NOTE: The Function split fields for each job function can represent different types of units; for example, it may hold expenses, headcount, hours, or some other type of measurement.
	Weighted % of time	Represents the total of the weighted percentage of time for each function, rolled up for the department as a whole. This field must total 100% once all job functions and responsibilities have been completed. NOTE: This field represent total salary, headcount, hours, or other measurement.
	Job function	The name of the position or function.
	Function split	The portion of the total department value this job function represents. This may be a dollar amount (expenses or salary), number of hours, headcount, or some other type of measurement.
	Responsibilities	The specific duties assigned to each job function. Most job functions will have more than one responsibility.
	% of time allocated	Represents the percentage of the department total this job function represents. This field is the sum of the individual weighted percentages for each responsibility assigned to the job function.
	Status	Displays the status of the job function: New – survey has been created, but not saved. Add job functions – survey has been saved, but has no job functions. In progress – survey has been saved to the database, but needs additional criteria (job functions, responsibilities, drivers, % of time allocation). Completed – all information for job function is complete.
	Drivers	Allows you to add drivers; once added, displays the number of drivers for each responsibility.
	% of time allocation	The percentage of time the job function is allotted for this responsibility. For example, a mortgage closing specialist may spend 50% of their time preparing documents for closings, 25% processing documents, and 25% conducting closing meetings.
	Weighted % of time	The amount of time the job responsibility represents as a percentage of the department as a whole. This field is calculated automatically as follows: Job function split * Responsibility % of time allocation = Weighted % of time .
	Status	Displays the status of the responsibility: Completed – drivers and % of weighted time allocation fields are complete. Add time allocation – need to complete the % of weighted time field for the responsibility. Add drivers – add one or more drivers for the responsibility. NOTE: A survey is automatically set to Active when completed. You must change the status to Inactive to edit the survey.