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Adding a survey type

To create a survey type, perform the following steps:

1.Access the Configuration Survey type menu.

2.On the toolbar, click on the button.

3.On the screen that will be opened, enter an ID # and a name for the survey type:

4.Click on the button to save the record.

At this point, the other tabs can be configured:

General

1.Fill out the Upper survey type field only if the type being added is a sub-type. In this case, select, in the aforementioned field, the type in the higher level in the hierarchy(1).

2.Check the Use mask for the ID # option for the automatic identification resource to be used when adding surveys to this type. The following fields will be enabled:

▪Identification mask: Select the desired identification mask.

▪Enable ID # change: Check this option to allow the generated ID # to be manually edited at the time of the inclusion of the survey in this scorecard. If it is not checked, the generated ID # may not be edited.

If the option is unchecked, the ID #s must be manually entered by the user who is adding the survey to this type.

3.The following options may be parameterized:

See further details in the Configuring approval in the type topic.

4.After filling out the fields on the General tab, click on the Save button and the other tabs will be available to be filled out.

Attribute

Associate attributes to complement the information of the surveys of this type.

1.Simply click on the button on the side toolbar and select an attribute previously created in the system. Refer to the Adding attributes section for further details on how to perform this operation.

2.Click on the button to save the association of attributes with the type.

Template revision

Through this tab, it is possible to configure the revision process that will control the changes performed in the survey templates classified by the type. The following processes will be available:

Type security

Create a security list for the survey type. To do that, select one of the following options:

▪Public: Any SE Survey user will have access to the type.

▪Restricted: Only certain SE Survey users will have access to the type.

If the access is Restricted, add the specific access desired for the type:

1.Click on the button on the side toolbar.

2.On the screen that will be opened, in the Access type field, select the group that corresponds to the users to which access should be enabled.

3.According to the selected access type, Filters will be enabled to be filled out. Use them to make it easier to search for desired records.

4.If the selected access type is Organizational unit, the hierarchy of business units and the departments belonging to them (if any) will be displayed. Check the business units and/or desired departments. Check the Consider sublevels option for the organizational units that are below the selected unit in the hierarchy to also be considered.

5.After entering the fields above, click on the toolbar button on the selection screen. Depending on the selected access type and the values entered in the filters, the result will be displayed in the list of records, located at the bottom of the screen.

6.Select the ones that will compose the security list. Hold the SHIFT or CTRL keys down or check next to each item, to select more than a record at a time.

7.In the Controls field, expand the list and check the actions that will be enabled for the access type.

8.After filling in the necessary fields, save the record.