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Templates


 

Add Sessions or Facilities to a Survey Template

Overview

This article will show you how to add assigned Sessions or Facilities to a Survey Template. 

Important Notes

  • You can add either a Session or Facility, but not both. The Survey Type will determine if you can add sessions or facilities.
    select_survey_type.jpg
  • The below instructions will work the same for Sessions and Facilities. When [Item] appears, fill in with the applicable item type (either Sessions or Facilities).

Instructions

  1. Navigate to Configuration > Template > Survey Templates
    configuration_templates_survey_templates.jpg
  2. Edit the desired survey
    select_edit_next_to_a_survey.jpg
  3. Navigate to the Sessions or Facilities tab
    navigate_to_the_sessions_or_facilities_tab.jpg
  4. Click Assign [Items]
    select_assign_facilities_to_assign_to_a_survey_template.jpg
  5. Select the checkboxes for the [Items] you want to add
    select_facilities_to_add_to_survey.jpg
  6. Click Add Selected [Items]
    select_add_selected_facilities_to_add_to_survey_template.jpg
  7. Configure the [Item]
    configure_the_facilities__or_sessions_.jpg
    • Days: Input the number of days before or after the Session/Rental Date to send the survey
    • Timing: Choose Before or After
  8. Click Save Survey Template
    select_save_survey_template.jpg



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