Survey

PrismERP enables efficient survey management, allowing users to create and schedule surveys with detailed information, budgets, and linked projects or campaigns. It supports adding question groups and queries, using templates for recurring surveys, and assigning surveys to target parties. Users can submit responses with ratings and remarks, search and filter surveys, and generate comprehensive response reports for analysis.

1. New Survey

Survey Information:

Field	Action
Title	Enter the title of the survey.
Topic	Enter the main topic or subject of the survey.
Type	Select the type of survey (e.g., Feedback, Market Research).
Target Party	Enter the target party name.
Estimated Outcome	Enter the expected result or objective of the survey.
Budget	Enter the allocated budget for conducting the survey.
Campaign	Link the survey to an existing campaign, if applicable.
Survey Lead	Select the user responsible for leading the survey.
Assigned To	Select users who will conduct or participate in the survey.
Branch	Select the branch responsible for the survey.
Start Date	Select the start date of the survey.
End Date	Select the end date of the survey.
Project	Link the survey to a project, if applicable.
Description	Enter additional notes or description of the survey.

Survey Question:

Field	Action
Question	Enter the survey question text.
Question Type	Select the type of response (e.g., Short Answer, Multiple Choice).
Narration	Enter any explanatory notes or context for the question.
Delete	Remove a question from the survey.

2. List of Survey

2.1 Survey List-Search, Filter & Action

Field	Action
Survey	Filter by survey number.
Title	Search surveys by title.
Survey Number	Search by survey number.
Topic	Search by topic of survey.
Target Party	Search surveys by the organization, customer, or party targeted.
Branch	Filter surveys by branch or office.
Type	Filter surveys by type (e.g., Feedback, Market Research).
Assigned To	Filter surveys assigned to a specific user or team.
Project	Filter surveys linked to a specific project.
From	Select the start date to view surveys created from a specific date.
To	Select the end date to view surveys created up to a specific date.
Status	View the current status of the survey and update it as needed.
Edit	Edit and update survey information directly from the list view.

2.2 Survey List-Details View

Field	Action
Basic Information	View all survey details, including title, topic, type, target party, project, duration and survey questions.

3. Add Question Group

Field	Action
Title	Enter the title or name of the question group.

4. Question Group List-Search & Action

Field	Action
Title	Search by question group name.
Edit	Edit question group information directly from the list.

5. Add Questions

Query Information:

Field	Action
Serial No	Enter a unique serial number for the query.
Display Serial	Enter the display order for the query in the survey or form.
Title	Enter the title or main text of the query.
Description	Enter additional details or context for the query.
Question Type	Select the type of question (e.g., Short Answer, Multiple Choice).
Question Group	Select the question group to which this query belongs.

Actions:

Field	Action
Add New Query	Create and save a new query.
Query List	View the list of all queries.

6. Queries List-Search & Action

Field	Action
Serial No	Search queries using their unique serial number.
Display Serial	Search queries by their display order.
Title	Search queries by title or main text.
Description	Search queries by description or additional details.
Question Type	Filter queries by question type
Question Group	Filter queries based on the question group they belong to.
Edit	Edit and update query information directly from the list view.

7. Add Survey Template

Field	Action
Title	Enter the title or name of the survey template.
Description	Enter a brief description of the template.
Survey Stage	Select the current stage of the survey.
Start Date	Select the start date for the survey using this template.
End Date	Select the end date for the survey using this template.
Template For	Select the purpose or category for which this template is intended.
Project	Link the template to a specific project, if applicable.

8. Survey Template List-Search & Actions

Field	Description / Action
Survey Number	Search surveys using the unique survey number.
Title	Filter surveys by title or name.
Start Date	Select a start date to view surveys created or scheduled from that date.
End Date	Select an end date to view surveys up to a specific date.
Survey Stage	Filter surveys by stage (e.g., Planning, Ongoing, Completed).
Survey Type	Filter surveys based on type (e.g., Feedback, Market Research).
Template For	Search surveys based on the template purpose or category.
Project	Filter surveys linked to a specific project.
Edit	Edit and update survey information directly from the list view.

9. Attend Survey

Your Information:

Field	Action
Party	Select the organization or customer submitting the survey response.
Ref Survey	Select the related survey reference, if applicable.
Issue Type	Select the issue category related to the survey.
Issue	Enter the specific issue based on the selected issue type.
Remarks	Enter short remarks related to the survey response.
Description	Enter additional details or explanation related to the survey response. (if needed)

Submit Your Opinion:

Field	Action
Ratings	Enter you ratings for the survey.
Your Answer	Enter the response to the survey question.
Submit	Submit the completed survey response.

10. Survey Response List

10.1 Survey Response List-Search & Filter

Field	Action
Party	Filter survey responses by party name.
Branch	Filter survey responses by branch or office.
Survey	Filter responses by the related survey.
Res. Survey Number	Search survey responses using the response survey number.
Title	Search responses by survey title.
Rating	Search responses based on the given rating.
Created By	Search survey responses by the user who submitted or recorded the response.