Surveys in Facilitron Works

This guide is designed for Order Administrators and explains how to create, send, and manage surveys, as well as track their results. Surveys are a powerful tool for gathering direct feedback from work order creators, and help with evaluating the quality of work performed by the Maintenance and Operations department. This feedback is essential for continuous improvement and ensuring customer satisfaction.

Sending Surveys

To send a survey, first go to the work order details page. Then, navigate to the "Request Information" section of the page and click the "Send Survey" button located beside the creator’s name. The survey will then be sent directly to the work order creator.

Creating Surveys

To create and manage surveys, follow these steps:

Go to Manage > Surveys. On this page, you will see a list of all existing surveys in the system. If no surveys have been created, the page will be empty.

Click + Add New Survey to create a new survey. 

Next, follow the steps below to set up your survey:

1. Name your survey: Provide a clear and descriptive name for the survey.
2. Write a description: Add details about the purpose of the survey, if necessary.
3. Select the recipient: Choose the contact who will receive the survey responses.
4. Work Order Specific: Indicate if the survey is connected to a particular work order.
5. Anonymous Responses: Decide if the survey should allow anonymous responses.

Click "Next" to proceed to the page where you can add survey questions. You'll see two survey options - Pick from List and Text. Click "Add a New Survey Question" to begin:

1. Pick from List - Allows you to create a multiple-choice question where respondents select an option. For example, "How would you rate our service today?" Possible responses might include: "Poor," "Okay," or "Great," with each response corresponding to a specific score.

2. Text - Allows respondents to provide open-ended feedback in their own words.

Sending Surveys

Sending a survey manually from the work order page is a simple process that allows you to gather feedback directly from the work order creator. To send a survey from a work order, navigate to the work order’s "Request Information" page, confirm that the recipient is the work order creator and simply click "Send Survey".

Managing Survey Responses

Back on the survey menu (Manage > Surveys), click “View Detailed Results” to see results for a particular survey.

On the next page, you'll find valuable insights, including a summary of overall responses as well as detailed individual feedback.

1. Here, you'll find a total count of responses received since the survey was last sent. 
2. The table provides a summary of responses, including average scores. 
3. You can filter the results by date, worker, contractor, or trade for a more targeted view. 
4. All survey data can be downloaded in spreadsheet format. 
5. To see detailed feedback, simply click "View" to open a pop-up with the individual survey response. You may also directly open the associated work order from this page.