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Adding a guided troubleshooting questionnaire

Suggest edit Updated on September 10, 2021

Pega Customer Service for Communications uses Pega Survey to create guided troubleshooting steps for each problem category, problem area, and problem sub-area. Each group of troubleshooting steps requires a separate questionnaire.

To add a guided troubleshooting questionnaire, complete the following steps.

  1. Log in to Designer Studio.
  2. Click Designer Studio > Case Management > Survey.
  3. On the Surveys tab, locate the Technical survey name. To copy the technical survey to your application specific ruleset, click the Copy surveyicon. For more information, see Copying a survey.
    Do not edit the Technical survey name.
  4. To add a question page, click Technical > Add question page.
    1. Complete the field details on the Add question page. For more information, see Adding a question page to a survey.
    2. In the Advanced question page settings section, associate the question page name with the when condition in Show this question page when. To create a new when rule with the question page name, click the configuration icon.
  5. To add a question for a problem category, select the category and click Add question.
    1. To add a single question, see Adding a single answer question to a survey.
    2. To add multiple questions, see Adding a multiple answer question to a survey.
  6. In the Designer Studio search field, enter Technical and select the Survey type.
  7. On the Survey Technical landing page, click Question pages and validate the display logic for each question page.

To view the configured question pages, click Interaction Portal > Manager Tools > Configure guided troubleshooting > Guided troubleshooting configuration landing page > Problem category > Problem area > Problem sub area.

For more information about how to use Pega Survey, see Pega Survey and Surveys.

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