Display the Table of Contents
: : Automating Questions
In this step, you will define the actions that will trigger a questionnaire when creating a support request.
- Go to Tools > Setup > Help desk setup > Other parameters > Questionnaires.
- In the Questionnaire screen, start searching.
- Select your questionnaire in the list and enable the modification mode.
- In the Questionnaire section, modify the data if necessary and the starting dates of the questionnaire.
- Select No systematic additional question to prevent from entering a comment in the selection pop-up screen.
- In the Linked objects section, select keywords:
- CLIENT: a questionnaire is linked to a customer. Le questionnaire s'affiche en phase de saisie de nouvelle demande lors de la sélection du client.
- DMD_QUALIF: a questionnaire is linked to a product type. Le questionnaire s'affiche en phase de saisie de nouvelle demande lorsque vous double cliquez sur la description externe d’une demande.
- CALC_DELAI: a questionnaire about the period is linked to the customer (Guaranteed response time / Guaranteed fault repair time period). Le questionnaire s'affiche en saisie de nouvelle demande lors de l’enregistrement de la demande. It allows triggering the counter system.
- INTERV_FIN: a questionnaire is linked to a response. The questionnaire is displayed when you double click on the response external description. Therefore, the support team can enter a precise description about the request.
- Select the customers, responses, etc linked to a questionnaire in the Type column.
- Refine the previous data by selecting the type of action to be associated with a questionnaire in the Code column.
- Add a new object if needed and save.
Your questionnaires are ready to be triggered in Akuiteo.
Display the Table of Contents