Rating types
A rating type is a named set of answer descriptions paired with numeric rating values. Use this reference list when you need to define the choices available to a customer satisfaction survey. It is in the ISO settings area.
| If you need to… | Go to |
|---|---|
| See the configured rating types | Find a rating type |
| Understand the list and form fields | Understand the rating type screen |
| Add or change a rating type | Create and maintain rating types |
| Resolve a validation or maintenance message | When maintenance goes wrong |
| Configure survey questions | Questions |
| Configure the customer satisfaction survey model | Customer satisfaction survey |
Before you start
The Rating types page requires a signed-in account. The fields and available actions on the page depend on your access and company configuration.
Prerequisites
- Sign in to PAMS.
- Have access to the Rating types configuration page.
- Know the answer descriptions and numeric values you want to enter.
- Use the headers and fields that appear in your list and form.
If the required subscription feature is included, the list and its controls appear. If it is not included, the page displays the subscription-upgrade surface instead.
Find a rating type
The Rating types list is the starting point for viewing the configured rows, opening a new form, or opening an existing row.
Prerequisites
- Have access to ISO settings.
Steps
-
Open ISO settings.
-
Select Rating types.
Check the Rating types heading, list headers, and list actions. -
Read the
Type nameandRatingheaders to identify the two list columns. -
Read the rows in the list.
The list contains six rows and the readout
Count: 6. -
Select New to open a new rating type form.
-
Select the edit action in a row to open an existing rating type.
Result: The Rating types list is open, or a new or existing rating type form is open.
Understand the rating type screen
The list identifies each rating type by its type name and rating text. The form records the type name and a repeating set of rating descriptions and values.
| Area | Reader-facing field or value | Type and rule |
|---|---|---|
| List | Type name | Text; visible in the list and form; required in the form |
| List | Rating | Text; visible and filterable in the list; not shown in the form |
| Form | Rating description | Repeating text entry; required |
| Form | Rating value | Repeating number entry; required; from 0 through 100 |
| Stored value | Display order | Hidden list value |
| Stored value | Identifier | Hidden identifier value |
| Stored value | Survey answer identifier | Hidden repeating value |
| Stored value | Company identifier | Hidden list value |
The form displays a required marker on Type name, Rating description, and Rating value. Each additional rating entry has its own Rating description and Rating value controls. The fields and list columns follow the page's configuration, so work from the headers and controls visible on your screen.
Create and maintain rating types
Use this procedure to create a named rating type, add or remove its repeating entries, or edit an existing row. Each entry contains answer text and a numeric rating value.
Prerequisites
- Open the Rating types list.
- Have the answer descriptions and values ready.
Steps
-
Choose the maintenance path.
If you need to… Select Create a rating type New; when you select it, the form is titled New Rating types.Edit an existing rating type The edit action in its row The form opens.
-
Enter or change the rating type name in Type name.
-
Enter or change an answer description in Rating description.
-
Enter or change a number from
0through100in Rating value. -
Select Add more for each additional answer description and rating value.
Check the second repeating Rating description and Rating value pair. -
Select the remove action beside an entry to remove that entry.
-
Select OK.
The form validates the required fields, assigns display order to the rating entries, saves the item, reloads the list, and closes the form.
Result: The form contains the entered rating type and its repeating rating entries; after OK, the list reloads with the saved item.
When maintenance goes wrong
When a field or maintenance action produces one of these messages, match it to the corresponding action in the table.
Prerequisites
- Have the Rating types form or list open.
Steps
-
Match the message on screen to one row in this table and follow the action in that row.
Message Action Type name is requiredEnter a value in Type name. Requiredbeside an answer descriptionEnter the answer description in Rating description. Requiredbeside a rating valueEnter a value from 0through100in Rating value.Forbidden characters detected. Please remove them and try again.Remove the forbidden character and select OK again. Are you sure you want to delete this item?Review the row before choosing the delete action. Data Deleted SuccessfullyReturn to the list and review the rows. Related to Saved data, Can't be deletedKeep the item and review the related saved data. Failed to DeleteReview the item and try the deletion again. Must have at least one itemKeep at least one item in the list. Data saved SuccessfullyReview the new row in the list. Data updated SuccessfullyReview the updated row in the list.
Result: The message has a matching corrective action, and the relevant field or list is ready for review.
After maintaining rating types
After you select OK, the configuration page remains the place to review the rating type list. The form action leaves the item on the Rating types page; it does not move the item to another workflow stage.
Result: You are at the Rating types page and can review the list after the form action.
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