User Guide › Studies and Surveys › How to Create a Survey in CA Business Service Insight › Name and Describe a Survey

Name and Describe a Survey

On the first page of the survey wizard, you create a name and description for the survey.

Follow these steps:

1. Double-click Create Survey on the Action menu in the Services Overview page

   The Describe Survey page opens.

2. Complete the following fields:

   Name

   Specifies the survey name. This name displays wherever the survey is referenced in the user interface. You can enter up to 50 characters in this field.

   Description (optional)

   Describes the survey. The description text is appended to the survey name when it is sent to the participants, for example, in the e-mail survey request.

3. Double-click Next to select participants for the survey.

Select Participants for a Survey

On the second page of the survey wizard, you select the people you want to participate in the survey.

Follow these steps:

1. Complete the survey description page, then double-click Next.

   The Select Participants page opens.

2. Select participants from a list of Insight users

   Select the choice to limit your survey to a list of existing CA Business Service Insight users. Select specific names from the displayed list of users.

3. Double-click Next to select questions for the survey.

Select Questions for a Survey

On the third page of the survey wizard, you select survey questions.

Predefined questions are provided for each SMI category and subcategory. As you plan your survey, you can limit the questions to the SMI categories relevant to your research. You can open the tree of predefined questions and read more about each category and subcategory.

Follow these steps:

1. Complete the survey participants page, then double-click Next.

   The Select Questions page opens.

2. Select your questions from the category and subcategory trees.
3. Double-click Next to preview and send the survey.

Preview and Send a Survey

On the fourth page of the survey wizard, you preview and send the survey.

Follow these steps:

1. Complete the Select Questions page, then click Next.

   The Preview and Send page opens.

2. Review the summary information for the survey, then select one of the following options:

   Back

   Return to a previous page to revise the survey.

   Finish

   Complete the survey and send it to the participants. You are prompted to enter an email address for participants whose email is not in the system.

   Cancel

   Cancel and delete the survey.