Creating a Survey Class and Templates
After the survey questions and answers have been defined, a Document template must be created, to store the SurveyInstance template configuration.
When designing your Comments Tracking implementation, you can use two different survey configurations: one for review tasks, and one for consolidation tasks. In most approval workflow scenarios, you will need to configure both, because there is typically a different set of answers for each type of task.
Important: All
answers configured for the Review survey must also exist in the Consolidation
survey. The properties must be an exact match, including the name (case
sensitive), and weight. You can add additional answers to the Consolidation
survey as required.
The following steps describe how to configure the Survey class, and create review and consolidation task survey templates, in AssetWise Director.
- In AssetWise Director System Administration, select Classes and Attributes, and then expand the Documents node in the tree.
- Click the Add button in the Tool bar, to create a Survey document class.
- Enter a Code, Name, and Description for the survey class, in the boxes provided. You can specify any name and description.
- Select the survey class that you just created, in the tree.
- In Class Type, select Survey.
- In the Templates topic, click New. For example,
- To create a review task template:
-
To create a consolidation task template:
- Enter a Name, for example Comments Tracking-Consolidation.
- Enter a Description for the survey class, for example, Document Approval Comments Tracking - Consolidation.
- In the Mask box, enter a format for the template numbering. Note: Ensure that this mask format is different than the mask defined in Step 7c.
- Click the Add button in the Tool bar.
