TABLE OF CONTENTS

• Overview
• Accessing the Surveys Tab
• Surveys Tab Layout
• Survey Main Area
  • Results
  • Attachments
  • Data
• Related Tasks
• Further Support

Overview

The Surveys tab in each ManagementStudio module allows administrators to configure web-based surveys with a range of question types. These surveys are commonly used to collect feedback from end users, such as application reviews or engagement responses. Survey responses are stored within ManagementStudio and can be reviewed per respondent or summarised via Datamining Reports (DMRs).

This guide uses the User Migrations module as an example; the process applies to all modules with survey support.

Accessing the Surveys Tab

To open the Surveys tab:

1. Select the relevant module from the vertical menu on the left (for example, User Migrations).
2. Double-click an item in the module’s grid to open the details panel.
3. Select the Surveys tab from the tabbed menu along the top.

Surveys Tab Layout

While survey options may vary by module, the layout typically includes three core areas:

• Control Bar: Located across the top, providing reload and online help file access.
• Survey List: Displayed on the left, showing all surveys associated with the module in alphabetical order.
• Survey Area: Updates with details when a survey is selected from the Survey List.

Survey Main Area

The main area of a selected survey comprises three sub-sections:

• Results
• Attachments
• Data

Results

The Results section is split into two areas:

• Upper Area: Displays survey metrics specific to the current module. Provides the unique survey link (used in communications to respondents), tracks survey page visits (Visit Count and Last Visit), and records survey comments and any Fail Reason if the survey is marked as failed (e.g. user comments).

• Lower Area: Shows information about survey invitation emails. ManagementStudio tracks three types of emails per survey. The Request Email and Reminder Email include open tracking to identify non-respondents.

Attachments

If the Save Survey As PDF option is enabled in the survey configuration, survey results are saved as PDF attachments to the object record. Based on survey settings, respondents may be able to upload additional attachments during survey completion; these will be listed here and are also visible under the Attachments tab.

Data

This section displays the actual data submitted by the respondent through the survey. Note that some system fields (such as Blueprints) will not appear here, but are recorded in the object record and in the PDF attachment if applicable.

Note: Survey results can impact object data, blueprints, and record history.

Related Tasks

For details on how to create and configure a survey in ManagementStudio, see the following article:

Surveys Setup – ManagementStudio Knowledge Base

Further Support

If you need additional assistance, visit the ManagementStudio Service Desk to search the knowledge base or submit a support ticket.