Surveys

Changing a Survey Name
From the Clients Tab on the Main Admin Page select the existing Client. Select Client & Form Settings. Select the survey ...
Fri, 27 Mar, 2020 at 11:16 AM
Setting Up Chameleon Shop View
There must be at least one shop on the survey. If needed a test shop can be created. From the Clients Tab on the Main Admin Page select the existing Cli...
Fri, 18 Sep, 2020 at 12:12 AM
Adding Questions to a Survey
Once a survey has been defined and created for a client, questions may be added to the survey.  To add questions to a survey: From the Client Admin page, ...
Fri, 27 Mar, 2020 at 11:18 AM
Enable Date Versioning for Questions
From the Clients Tab on the Main Admin Page select the existing Client. Select Client & Form Settings. Select the survey name f...
Mon, 6 Apr, 2020 at 10:00 AM
Smartforming
Smartforming is a way to use your client's Locations, Levels, or Groups to determine which questions display on each shop.  For example, you may have ...
Fri, 10 Apr, 2020 at 3:18 PM
Enabling Rulez
To enable Rulez: From the Clients Tab on the Main Admin Page select the existing Client. Select Client & Form Settings. Se...
Fri, 24 Apr, 2020 at 11:09 PM
Using Rulez Across Page Breaks
 From the Clients Tab on the Main Admin Page select the existing Client. Select Client & Form Settings. Select the survey...
Thu, 2 Apr, 2020 at 12:14 PM
Enabling Kiosk Shops
ICR/Kiosk Links A Kiosk Shop is a shop that is not attached to a particular shopper or scheduled ahead of time. The shop is generated at the time a pers...
Thu, 10 Sep, 2020 at 9:40 AM
Changing the Display of a Kiosk Shop
From the Clients Tab on the Main Admin Page select the existing Client. Select Client & Form Settings. Select the su...
Thu, 10 Sep, 2020 at 9:42 AM
Enabling Manager Triggers for Kiosk Shops
Managers must be setup and assigned to levels. From the Clients Tab on the Main Admin Page select the existing Client. Select Client & Form Setting...
Fri, 24 Apr, 2020 at 4:08 PM
Enabling PDF Triggers for a Kiosk Shop
From the Clients Tab on the Main Admin Page select the existing Client. Select Client & Form Settings. Select the sur...
Fri, 24 Apr, 2020 at 4:09 PM
Defaulting the Report Date to the Shop Date
Note: this is a feature that must be enabled for your system before you will have this option. Please create a tracker notice if you need this feature and h...
Fri, 27 Mar, 2020 at 11:05 AM
Enabling Geoverify
Note: this feature must be enabled on your system first. If you have never used this feature before, please create a tracker notice to enable it for your sy...
Fri, 27 Mar, 2020 at 11:08 AM
Requiring the Use of GeoVerify
From the Clients Tab on the Main Admin Page select the existing Client. Select Client & Form Settings. Select the surv...
Fri, 27 Mar, 2020 at 11:09 AM
Enabling PhotoDNA
Note: This feature must be enabled on your system first. If you have never used this before on a survey, please create a tracker notice to have it enabled. ...
Fri, 27 Mar, 2020 at 11:09 AM
Setting up Dragon Shop Views (BETA)
* Dragon Shop Views is a feature in beta release. This means not all features are available or supported within DSV at this time. *  From the Client And...
Tue, 21 Apr, 2020 at 4:33 PM
Survey Details
From the Client and Form Settings page, you can view survey details such as the scoring settings for the survey, the survey's unique ID number, and whe...
Mon, 11 May, 2020 at 9:50 AM
Form Versioning by Date
This feature is used to have a question appear on shops that have  Due Date within a certain date range.  First, you will need to Enable Date Versioning...
Wed, 20 May, 2020 at 10:24 AM
Question Importer
   Create forms faster by filling out our Question Importer spreadsheet    The Question Importer tool is an easy and fast way to ADD multiple ques...
Mon, 24 Aug, 2020 at 2:01 PM
ICR/Kiosk shops
Enabling Kiosk Shops Enabling PDF Triggers for a Kiosk Shop Enabling Manager Triggers for Kiosk Shops Generating Links for Kiosk Shops ...
Thu, 10 Sep, 2020 at 9:43 AM