Form Screen
Overview
Last Updated: January 26, 2026Introduction The survey screen provides an integrated environment that enables users to organize forms and assign tasks efficiently. It allows users to view all forms, manage users and their roles, create queues, and assign them to ensure smooth workflows. In addition, it enables users to retrieve call units and update respondent information, simplifying follow-up and...
Displaying the Survey Main Screen
Last Updated: January 26, 2026Viewing Basic Information of Each Survey To view the basic information for each form, follow these steps:
Adding a New Job Group
Last Updated: January 26, 2026Adding a new job group and defining its details within the Call Center System. The “Groups and Users” screen allows you to manage job groups and assign users to them.To define a job group, follow these steps: – Enter the role name in English and Arabic in the designated fields.– From the list, select the...
Add Users to Survey Roles
Last Updated: January 26, 2026Add the users who will be assigned roles in the survey. The “Group and Users” screen allows you to form the team members who will carry out the tasks of reviewing, monitoring, and validating the form. Users can be added and assigned roles using one of the following methods: Method 1: Add a User Manually...
Preview Users and Their Job Group
Last Updated: January 26, 2026View the users assigned to different job groups within the system. The “Groups and Users” screen allows you to form the team members who will carry out the tasks of reviewing, monitoring, and validating the form. To display all users with different permissions on the form, follow these steps:
Add a New Queue
Last Updated: January 27, 2026Add a new queue to organize form reviews. Queues are created to organize, monitor, and review forms that meet the criteria you define, helping you filter forms and distribute them to your team. To do this, follow these steps: First: Basic Information: Fill in the following basic queue details: Second: Survey System Filters: Servais to...
Add a New Queue
Last Updated: January 27, 2026Add a new queue to organize form reviews. Queues are created to organize, monitor, and review forms that meet the criteria you define, helping you filter forms and distribute them to your team. To do this, follow these steps: First: Basic Information: Fill in the following basic queue details: Second: Survey System Filters: Servais to...
Assign Queues
Last Updated: January 27, 2026Assign queues to users to enable them to efficiently follow up on surveys. By assigning queues, you define the user responsible for following up on each survey. To assign queues, follow these steps:
Distribute Workload in Queues
Last Updated: January 27, 2026Specify the number of units each user will follow up on to distribute the workload. The system allows you to distribute the workload among multiple users to follow up on the same queue easily. To do this, follow these steps:
Pull a survey Unit
Last Updated: January 27, 2026Pull a survey unit from the queue to track its status and process it. To pull a survey unit from a specific queue so you can fill in its data, review it, or validate it, follow these steps: – Select the queue you are authorized to access.– Click “Select” to pull a random survey from...
View Task Log
Last Updated: January 28, 2026Track the tasks assigned to the system user. The system enables the user to track tasks previously assigned to them, evaluate their level of completion, and ensure that the required work is carried out efficiently. To do this, follow these steps: Schedule a Call You can schedule the call time for the pulled unit by...
Filter the Task Table
Last Updated: January 28, 2026Filter the task table assigned to the user to easily access a specific form unit. Filter the queue units assigned to you by following these steps:
Task Table Column Settings
Last Updated: January 28, 2026Controlling the columns displayed in the task table Select the columns you want to display in your assigned task table by following these steps:
Assign Units from Queue
Last Updated: January 28, 2026Assign Units to Another User. To assign specific units from the queue to a user under your supervision, follow these steps:
Search for a Unit
Last Updated: January 28, 2026Review Specific Units in the Queue. To review specific units in the queue within your tasks and verify the accuracy of their data, follow these steps: – Call Center– Field– Web Link – Closed– Completed– Deleted– Not Completed– Not Visited
Add a Call
Last Updated: January 28, 2026Add a Call to the Incoming Calls Log. This feature allows you to add calls received on the form support number from respondents to the forms. These calls are recorded in the system by following these steps: Call Purpose: Select at least one of the available purposes: Caller Information: Enter the following caller details: Description:...
