Question

Independent Surveys outside Tasks, is it possible to have surveys outside the tasks , as a morning Procedure

  • 19 February 2020
  • 1 reply
  • 67 views

Userlevel 3
Badge +8

I am aware in FSM the surveys are always linked with Tasks , but is it possible to have surveys as independent objects and not linked with any tasks , like a morning routine for the technicians.


1 reply

Userlevel 5
Badge +14

No, this is not currently possible with the out of the box solution - as you mentioned, surveys are tied to tasks (or requests).

 

One possible solution might be to create a first task and have that be the tech’s first assignment of the day.  It wouldn’t be a task for a customer and wouldn’t require any travel or anything like that, it would just facilitate the tech doing the survey.

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