Manage

The Manage Survey screen allows you to view all surveys and filter the ones you need. Use the Search box to find specific surveys quickly. You can also customize the displayed columns to show only the data most relevant to you.

Each button's purpose/functionality is described below:

• Columns: When you click the Columns button, it shows a drop down and you can choose which columns you want to appear on the screen. You can choose as many or as few columns as you like.

• My Views: Gives the user the ability to create custom saved filters that they may run at any time to help filter through data quickly.

1. Search bar: The search bar lets you enter ticket information—such as Asset ID, Serial Number, Ticket Type, and more—and displays any matching results. It searches through both Active and Inactive records. Press Enter to initiate the search. Please note, you can only search fields that appear in sortable columns, indicated by the up and down arrows next to the column headers.  

2. Column Header/Filters: Columns with up and down arrows next to their headers can be sorted. Some of these columns support free-text search, while others offer a dropdown menu of selectable options—indicated by the word “Select” in the search box. The available columns in this section are determined by your selections using the Columns button. By default, only completed surveys are displayed.

At the end of the column header row, you'll find a Clear Filters button. Clicking this will remove all filters currently applied to the page.