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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a survey in Workforce Optimization for ITSM

Create surveys and publish them. You can assign published surveys to an agent or a group. You can also share the survey with other teams by adding managers of those teams as the owners of the survey.​

Before you begin

Role required: sn_wfo_cfg_ws.manager

Procedure

  1. Navigate to Workspaces > Manager Workspace.

  2. Select the Coaching icon (

Image omitted: coaching-icon-uib.png
Coaching icon\).

  1. Select the Assessments tab.

  2. Select Surveys > View Surveys.

  3. Add a survey.

    To create a survey usingDo this
    A formSelect New.
    Survey DesignerSelect Survey Designer.

    Note: For detailed information on how to create a survey and associate with a coaching opportunity, see Create a survey and associate with a Coaching opportunity.

  4. Configure the survey based on your needs.

    For information on configuring a survey, see Configure a survey using Survey Designer.

    Note: To share the survey with other managers, you must add managers of those teams as the owners of the survey.

Parent Topic:Surveys in Workforce Optimization for ITSM