Completing Survey Tasks

This guide will give you a brief walk-through about Survey Tasks.

Survey Tasks are generated to receive feedback based on information you receive from a Retailer - whether its Merchandising, Competitor or Satisfaction related, the Survey module handles them all. Some Surveys may be configured to be Required, and prompt you to complete them before you finish every order, whereas some may not be mandatory and you can do them as you choose. 

To Start Tap the 'Interaction" icon in the top right corner of the Retailer screen (just as if you were starting a new order). 

In the interaction popup, tap the 'New Task' button highlighted below

You will see a new pop-up generated which will open with all the available tasks for you to complete. Select the task you'd like from the list (using the selector wheel), and then tap "Start Task".

The Survey that opens may contain one or more questions for you to complete. The questions can range from text responses, numeric questions, dropdown options, checkboxes and Image capturing. Complete all of the required questions, and when finished tap the "Submit" button in the top right of screen.

This will automatically reopen the interaction popup, with the Task marked as complete. If you need to record a Journal Note or do some orders you can do so now, before tapping the "Complete and Upload" button.

This will then sync the Survey information to the Inzant Sales cloud, and you will see this 'Syncing with Cloud' popup.

To go back and review Task history for a Retailer, on the Retailer details screen tap on the "Tasks" icon highlighted below. This will then show a list of all the task information on the device. If you'd like to quickly check with cloud to sync ALL task history for this Retailer, tap the 'Get all history'.

To view the details (ie responses) for the task, tap the "View" button in the right section of the task row.

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