Can I send out a survey from Service Desk on-demand (i.e. one time/right now)?

Products

• CA IT Asset Manager
• CA Software Asset Manager (CA SAM)
• ASSET PORTFOLIO MGMT- SERVER
• SUPPORT AUTOMATION- SERVER
• CA Service Desk Manager - Unified Self Service
• CA Service Desk Manager
• CA Service Management - Asset Portfolio Management
• CA Service Management - Service Desk Manager

Issue/Introduction

Description:

Sending a survey on demand.

Solution:

There may be a situation where you need to send a survey to a contact without waiting for the automatic sending of surveys.

Follow these steps to do this:

1. On the Administration tab, under Surveys > Survey Templates, make sure you have a template created. If not, create one.
   
   

   <Please see attached file for image>

   
   
   
2. Also under Surveys, click Managed Surveys and select (or Create New) a managed survey pointing it to your survey template.
   
   

   <Please see attached file for image>

   
   
   
3. On the Contacts tab, select the user or users you want to send the survey to. Make sure their contact info is correct with a valid email address.
   
   

   <Please see attached file for image>

   
   
   
4. On the Initial Message tab, click the Edit button and fill in the notify method of email and an initial message title and body. Click Save.
   
   

   <Please see attached file for image>

   
   
   
5. Now click on the "Send Initial Notification" button.
   
   

   <Please see attached file for image>

   
   
   Note: This button will only work once for a user on the contact list. If you click the button a second time, it will not be sent to users that were already on the contact list on the first click.

Environment

Release:
Component: ARGIS