Survey administrators—users with the survey_admin role—create and maintain surveys and configure how they are distributed and published. Surveys on Service Portal are also supported.

Survey administration includes the following procedures.
  • Create, customize, and publish surveys.
  • Write and maintain survey questions.
  • Define trigger conditions for when surveys are sent to users, such as when an incident closes.
  • Maintain surveys and survey questions as the organization's needs change.

To set up surveys in Service Portal, you must first install Service Portal and then Create and edit a page using the Service Portal Designer on the page. The base system includes the Survey widget.