1.Click on in Templates panel.

Add Case Evaluation Template

2.Enter Template Name.

3.Select Map Products By - used to map the template to multiple products by the type of Product Grouping (Department, Type, Group, Category).

4.Select Product Grouping – the field depends on what type of Product Grouping is selected on the Maps Products By field.

5.Enter Form Header – The header that would display in the survey in the Customer Portal.

6.Click

1.Select Template. You need to add it first.

2.Click on in Template Panel.

Edit Case Evaluation Template

3.Enter Template Name.

4.Select Map Products By - used to map the template to multiple products by the type of Product Grouping (Department, Type, Group, Category).

5.Select Product Grouping – the field depends on what type of Product Grouping is selected on the Maps Products By field.

6.Enter Form Header – The header that would display in the survey in the Customer Portal.

7.Click

These are the questions that would show up on the survey.

1.Select Template. You need to add it first.

2.Click  on in Template Question panel.

Add Template Question

3.Enter Question.

4.Enter Sequence.

5.Select Type.

6.Select Answer Set if you want to use one

7.Enter Description.

8.Click to save the Question

There are 2 ways to define answers to questions.

•Define answers directly to the question

1.Select Template. You need to add it first.

2.Select Template Question. You need to add it first.

3.Click  on in Question Answer panel.

Add Template Answer

4.Enter Answer

5.Select Score - Value of the answer.

6.Set Sequence

7.Click to Save the Answer

• Assign Answer Set to the Question.

1.Select Template. You need to add it first.

2.Click  on in Template Question panel.

3.Use Answer Set - select an answer set form the dropdown. Make sure it is previously added (see details here)

Assign Answer Set to the Question

4.Click to Save the update

1.Select Template. You need to add it first.

2.Select Template Question. You need to add it first.

3.Click on in Question Answer Set panel.

Case Evaluation Answer Sets form

➢Add Answer Sets:

1.Click  on in Answer Sets panel.

2.Enter Answer Set in Add New Answer Set form.

3.Click

➢Add Answer to Answer Sets

1.Click  on in Answers panel.

2.Enter Answer in Add New Answer form.

3.Select Score.

4.Set Sequence.

5.Click