Help User Michael L. with a Survey Form

[atdservicebot]

What application are you using?

Other / Not sure

Describe the problem.

Wanting to set up a Survey Monkey (or similar) for a small group both internal and external, but already associated with TPW.

Describe the outcome you'd like to see when this feature is implemented.

Would like to have instructions on how to connect, send it out hopefully today.

Describe any workarounds you currently have in place or alternative solutions you've considered.

N/A

Is there anything else we should know?

We have the survey ready, and would like to send it out by close of business today

Requested By Michael L.

Request ID: DTS24-117710

[KaroEngstrom]

Fri 9/20/24

• called Michael on Teams and we added Tyler F.
• got the gist of the use case for a mostly external users survey to send out
• decided on Microsoft Teams to be able to have ownership and control, and easy export of the data
• walked Michael through the setup, he was quite familiar with different platforms even though he had not used Forms before
• covered settings, ways to share, ways to export data
• asked Michael to message me on Teams if he ran into any issues this afternoon putting the survey together