Quick Post Survey Results - WebTMA 7

Path: Transactions > Quick Post > Quick Post Survey Results

Use the Quick Post Survey Results window to add information returned on paper customer survey forms. This is a faster way to enter the information for a number of surveys rather than opening each Work Order or Project record.

This window also offers an option to review results from previously entered surveys. To do this, enter the number for the Work Order or Project you want to review and select the View Results Only button.

How to Quick Post Survey Results

Posting to this window is the same as using the Survey Results link on the Action Menu of the Work Order or Project windows. Open the Quick Post Survey Results window.

  1. Select Work Order or Project.
  2. Choose the number for the Work Order or Project.
  3. Select the Enter Survey Results button.
  4. Enter the Respondent and related information.
  5. Complete the survey.
  6. Choose Save on the WebTMA toolbar.

When the window refreshes, the Quick Post Survey Results window is ready to repeat the steps for a new Work Order or Project.

 

Want to Learn More?

Visit the WebTMA Help Page

 

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