Send a readiness survey and view responses

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 3 min. de leitura

    • Use Emergency Outreach to send a workplace readiness survey if you installed the Employee Readiness Surveys application. Review the survey responses to assist with your plans to reopen your workplace.

    Antes de Iniciar

    Employees must have the Now® Mobile app installed on their phones to receive mobile push notifications. For more information, see Now Mobile app.

    Role required: sn_imt_checkin.checkin_admin or admin

    Procedimento

    1. Navigate to All > Emergency Outreach > Send Outreach.
    2. Enter a name that describes the purpose of the survey.
      For example, San Diego readiness survey or Employee readiness Europe.
    3. Select the Content configuration section tab, and in the Response Mode field, select Survey.
    4. On the Select targeted audience section tab, select the target audience for the notification, and click Save.
      You can choose from user lists, groups, departments, locations, or other search filters such as building, cost center, or country code.
    5. On the Content configuration tab, select the survey to use or keep the default Employee workplace readiness survey.
    6. Review the content for the notification, and adjust the text if desired.
      The notification includes the survey link that the employee can take in the instance or mobile app.
    7. Choose how to send the notification and click Save.
      • To send the notification by email, select the Email notification check box.
      • To send a mobile push notification, select the Now Mobile Push notification check box.

        The check box is active if the ServiceNow NowMobile App Screens and Applet Launcher (com.glide.mobile-employee) plugin is activated. The push notification content appears when the check box is active, and you can modify it.

      • To use a custom notification channel, select the Additional Channels related list, click Edit, and move the channel to the Additional Channels List. Click Save.

        If the Email notification and Now Mobile Push notification check boxes are selected, all three notifications are sent. To use only the custom notification channel, clear these two check boxes.

      Push notifications use the ServiceNow Request Application notification device. When a user registers their mobile application to an instance, this notification device is automatically created in their notification preferences. Ensure that this device is active for the users that you want to receive the push notification.
      Emergency Outreach content configuration for a survey notification
      Emergency Outreach content configuration for a survey notification
    8. Opcional: To schedule the notification for another time, click Schedule, set the frequency and time to send the notification, and then click Submit.
      Set the desired schedule in the popup window

      If you schedule the notification, the Send Notification button disappears. Click Schedule to revise the schedule if needed.

    9. To send the notification now, click Send Notification.
      The notification and survey link are sent to the target audience. A survey instance is created for each recipient, with the status Ready to take.
    10. To view survey instances, navigate to Emergency Outreach > View Outreaches and open the survey notification to view.
      As employees complete the survey, the status updates in their survey instance.

      If employees haven't responded yet, click Resend Notification. The notification is sent again only to employees who have not yet responded.

      View survey scorecard related link and the list of survey instances

      When an outreach is sent using a custom notification channel, a Delivery Logs related list appears in the outreach record. It lists successful and failed log records for the notification that you sent.

      Depending on how the notification channel was created, success messages can show the number of notifications that were successfully sent, and the total number of notifications that were requested. If the total count is higher than the sent count, the difference is the number of notifications that failed.

      Open the record and investigate the cause of the errors. Correct the cause of the failures, or use another notification method for the users whose notification was not sent.

    11. To view the interactive scorecard showing all responses and the results, click the View Survey Scorecard related link.
      Survey responses scorecard

      Click any area of a chart to see the corresponding records.