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Maintenance Surveys (eForm) set up documentation help

10 months ago
April 23, 2024
2 replies
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+5

courtney.engel
Sidekick (Customer)
8 replies

We are utilizing IFS 10 and moving into Aurena. I am looking for the documentation about Maintenance Surveys to document how to set them up and their capabilities. I am also wondering if a survey can be attached to work task steps or task templates I did not see that as part of the workflow configuration yet. How do you allow a tech to save where they are if you are not utilizing MWO? Finally, can surveys be linked or utilize the measurements in IFS?

Best answer by Dakshinie Wickramasinghe

Hi,

Please reefer below documentation for more about eforms and workflow configurations

https://docs.ifs.com/ifsclouddocs/23r2/default.htm?openpage=https://docs.ifs.com/ifsclouddocs/23r2/DefineMaintenanceBasics/AboutWorkFlowConfiguration.htm.

https://docs.ifs.com/ifsclouddocs/23r2/default.htm?openpage=https://docs.ifs.com/ifsclouddocs/23r2/DefineMaintenanceBasics/AboutMaintenanceSurveys.htm

You can connect survey to work task, but not to the work task steps.

If you are not using MWO then technicians can answer survey from Technician Portal.

You can link survey to objects but not the the measurements.

Best regards,

Dakshinie

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