Enfesys step by step


Add Form report (click here for more information about this)
 



Create your Input variables (click here for more information about this)


 


Example variable A: Case status [Single choice] 

  1. Answer alternative A: Case open 
  2. Answer alternative A: Case pending 
  3. Answer alternative A: Case closed 


Example variable BActions taken [Open ended] 



Activate filters that will be used to filter respondents that the follow-up process shall be based on  (click here for more information about this)


 




Setup of Form report in Design view (click here for more information about this)




  1. Add data fields for input variables 
  2. Add data fields to show respondent/alert information 
  3. Activate Event server 



Setup of case management StoryTeller report in Design view (click here for more information about this)


 


  1. Create respondent table 
    1. Add variables that’s relevant for the follow-up process, such as respondent name, score on satisfaction question and open answers. 
    2. Set static filters so that only the respondents that should be contacted as part of the follow up process (such as respondents with low satisfaction scores)
  2. Link a respondent table to a Form report 
    1. Select which Form report the respondent table shall be linked to. This determines which form that shall be opened when a user click on a respondent. 
    2. Name the button that will open the Form report and the name the column that the button is placed in. 


Set up events based on survey respondents or aggregated results (click here for more information about this)


 




  1. Conditions
    1. Create logical expression for when an email shall be triggered. This expression is set up the same way as the logical expressions in Compute variables are set up.  
  2. Mail templates 
    1. Create email template that will be used for the email that is sent out. 
    2. The email that is sent out can include the respondent data that triggered the email. 
  3. Create
    1. Click on the button “New Event” to create an event.
    2. Edit the new event set it up. Select which conditions that should be fulfilled for the event to trigger and which mail template that shall be used.
    3. The events can be filtered so that the receivers only receive the email that they should have access to. This filtering is based on the access rights connected to the hierarchical filter or optional filters.
    4. Activate the new event.