Managers and supervisors create and deploy surveys to understand customer satisfaction. Surveys may be used to evaluate customer satisfaction and/or the work of the agent.

The following steps are required when creating a survey:

To add a new survey:

  1. Select Questionnaires > Questionnaire Manager to display the current list of questionnaires in Quality Manager.
  2. Click Add to add a new, blank questionnaire.
  3. In the Choose Questionnaire type box, click Survey.
  4. Click OK.
  5. Type a name for the questionnaire in the Questionnaire Name field
  6. Select the Scoring System. The default is Percent. The following options are available:
    • Points: Each answer is assigned a "weight" in points, for example 10. The questionnaire score is the sum of all selected answer points. Answers can have a negative point value, for example -10.
    • Percent: Each question and answer group is assigned a "weight" in percent. The minimum is 1%, the maximum is 100. The final questionnaire percentage score is the weighted average of the selected answers.
    • Grades: Each answer is assigned a "weight" in grade value. The minimum: 0.001 equals "best", maximum: 5 equals "worst", where each question and question group must be assigned a percentage weight, minimum: 1, maximum is 100. The final questionnaire score grade is the weighted average of the selected answers.
     
  7. Select the Auto-Sort Answers By: method to display all answer listings using this questionnaire. The following options are available:
    • Creation Time: when the questionnaire was created.
    • Weight (Ascending)
    • Weight (Descending)
  8. Type a Weight (q) for Reports: The default is 1.00. The "q" option assigns a global weight for this questionnaire when included in a report with multiple questionnaire scores. The allowed weight range is 0.00 to 1.00, double digit fractions. In all reports, the total score is calculated as a weighted average of the final scores from each questionnaire.
  9. Click OK.

Important:Changing the scoring system for a questionnaire after question groups or questions and answers are added causes inaccuracy. Therefore check all weight values in the questionnaire for accuracy after changing the scoring system used.