How To Set Up Surveys To Attach To My BMS/AMS

To ensure your surveys write back to the Management System, configure the Abeyances Settings correctly:

Steps to Configure Abeyances Settings for Surveys

  1. Go to Settings:

    • Navigate to Settings > Abeyances > Settings.

  2. Check Workflow Type:

    • Find the relevant workflow (e.g., "Renewal Process").

    • Ensure Surveys are set to Activities and Abeyances.

  3. Enable Writeback:

    • If set to Disabled or Activities, update it to Activities and Abeyances.

 

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