Create and test a Random Moment Survey

Follow these steps to create and test a random moment survey.

1. From the Home screen, click Administration > Utilities. The RMS Basis Items screen appears

2. Click RMS Plan in the link menu. The RMS Plan Search screen appears.

3. Enter search criteria and click Search. The matching plans appear in the search results.

4. Click Add New RMS Plan to record a new survey. The RMS Plan Detail Tab 1 screen appears.
   
   Click copy to use an existing survey as the basis for a new survey.

5. Enter the code number and name for the RMS survey.

6. Enter the begin and end dates and the begin and end times for the survey.

7. Click Apply.

8. Click Add Survey Selection to select the items you want to include in the survey. The Selection Detail screen appears.

9. Record a survey selection item as follows:

   1. Enter the code and description for this selection.

   2. Enter help text for this selection, if necessary.

   3. Select the Has Parent check box if this selection is subordinate to another selection item and select the parent item.

   4. If this selection is the last part of the survey, select the Terminal Selection check box and complete the fields, as needed.

   5. Click Save. You are returned to the RMS Plan Detail Tab 1 screen.

10. Repeat steps 8 and 9 for other survey selections you want to include in this survey.

11. Click Test survey workflow to see how this survey will appear to workers who receive this survey. Modify any selections as needed.

12. Click RMS Plan Detail Tab 2 tab to define worker and status criteria for this survey.

13. In the Potential Job Positions box, click one or more items and click Add> to move those items to the Selected Job Positions box.

14. Complete other fields as necessary.

15. Click Save. You are returned to the RMS Plan Search screen.

See also:

Complete a Random Moment Survey

Add or update Random Moment Survey Basis items

Add or update Random Moment Survey Basis funding