Send a One-Off Survey Request to Customer

Overview

Surveys sent out from the Enterprise Service Management (ESM) system can have criteria set to send out surveys to a subset of individuals; however, sometimes it is desirable to have feedback relating to specific work requests (i.e. tickets). It is possible to manually request a survey response for any ticket that has a "Completed", or "Cancelled" status class.

What materials do I need?

  • ESM TDNext access

How do I use this technology?

  1. In TDNext, click the Applications menu and select the desired Ticketing Application.
  2. On the right side of the screen, click the Settings (gear icon) button.

    TDX Ticketing Application Settings button highlighted
     
  3. Click Surveys from the list of actions.

    ESM Ticketing App settings menu with Surveys option highlighted
     
  4. On the Surveys page, click the Both option to see Active and Inactive surveys.

    ESM Ticketing App Surveys search with Both option highlighted
     
  5. Click the Search button.
  6. From the search results, click the Name of the desired survey.

    ESM Ticketing App Surveys search results with a Survey selected
     
  7. Click the Responses tab.

    ESM Ticketing App Survey Responses tab highlighted
     
  8. Click the + New Request button.

    ESM Ticketing App Survey Responses New Request button highlighted
     
  9. A Request Response popup dialog will appear.

    ESM Ticketing App survey request response popup dialog
     
  10. To the left of the For Ticket field, click the Lookup button.
  11. Use the applicable fields to create a filter locate the desired ticket.

    ESM Ticketing App Survey Ticket Lookup search dialog

    When complete click Search.
  12. From the result set, locate the desired ticket, then click the ticket name.

    ESM Ticketing App survey new request ticket lookup search results example
     
  13. Click Request button.

    ESM Ticketing App survey new request response request button highlighted
     
  14. At the Are you sure you want to request a response based on this ticket? dialog prompt click Ok.

    ESM Ticketing App Survey request response confirmation dialog
     
  15. A new entry will be listed in the Responses tab associated with the selected ticket.

    ESM Ticketing App Survey responses tab showing newly created survey request

Need additional help or have issues

For support, requests may be submitted anytime using the appropriate Enterprise Service Management form. Requests generate a Ticket which will be worked in order received and urgency by IT Employees with the knowledge and permissions to assist with the request.

For immediate assistance please review the Contact Us page for the appropriate support group.