To Link Survey Templates to Workflows

Survey templates must be linked to the top-level parent Task template.

Follow these steps to link Survey document templates to workflows.

In AssetWise Director System Administrator, select the Task template that represents your workflow.
Select Show All, and then expand the Task References topic.
With the Task References topic open and available, scroll up to and/or expand the Survey (document) class created in Creating a Survey Class and Templates, to reveal the templates created for it.
Warning: Do not select any of the objects in the tree (scroll and expand only), otherwise the focus will no longer remain on the Task References topic.
Drag and drop the appropriate Survey template into the Task References section. For example,

The Activity Reference Behavior dialog appears prompting you to select the relationship between the two objects.
If the template is to be used for a Review task, select the Control and Reaction relationships, otherwise, if the template is to be used for a Consolidation task, select the Control and Closing-Reaction relationships. When you are finished, the Task References topic lists the relationships. For example,

The AssetWise CONNECT Edition ALIM server logic determines which survey template to use during the Review/Commenting process, by matching the Activity Reference Type with the Type (ClassSysType) on the Task, within the sample workflow in Required Task Workflow Configuration. Therefore in that sample workflow, "CODE REVIEW", "BUDGET REVIEW", and "SAFETY REVIEW" tasks which have a class type "R" use the "Comments Tracking - Review" template. The "CONSOLIDATION" task uses the "Comments Tracking - Consolidation" template.