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Adding Survey and Inspection Responses

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Work Order Survey and Inspection Responses

  • Use the Search field at the top of the page to pull up the work order that needs the survey/inspection.
  • Click Surveys & Inspections to expand this panel.
  • Click the New Survey/Inspection button.
  • All survey and inspection templates will show on this page sorted by most frequently used.
  • Click the Use This button next to the Survey/Inspection template you would like to add responses for.
  • Answer the questions to help identify who and where your survey/inspection applies to.
    • Who is Responding to this Survey / Inspection? - Select either The Staff Member Who Added the Request option or A Different Staff Member option. If you are selecting the Different Staff Member option, begin typing the name of the survey respondent, then select the name from the list that appears.
    • Are You Rating the Work of A Staff Member? - This section is typically used if this is a work quality inspection, or a satisfaction survey about a specific work order. Check Yes, I'm Rating a Staff Member and enter a staff member's name now, or leave the field blank to tell TheWorxHub to remind you to attribute it to a staff member later when you're entering the survey results.
    • What Location Are You Surveying / Inspecting? - Every survey/inspection requires a location. The survey will automatically pick up the location of the work order.
  • Choose the Delivery Type.
    • If you choose Print & Deliver, select the Print Options.
    • If you choose the Email Delivery Type, an email will be sent to the user in the Who is Responding To This Survey/Inspection field.
  • Click the Next: Enter Results button.

 

Entering Responses

  • Enter the responses by either clicking on the Pass or Fail buttons or selecting the appropriate rating if the survey/inspection uses a rating scale.
  • The progress bar in the top right lets you know how far through the survey/inspection you are.
  • Click the Save Where I'm At. I'll Finish Later button to save the survey / inspection at any time and return later to complete it.
  • To save time, you can click the Pass For All or Fail For All buttons to either mark all responses as Pass or Fail.

 

 

  • Hovering over a question reveals additional actions you can take.
    • Exclude - Click this link to omit this question from the survey/inspection. You can click the Include link to reinstate this question as part of the survey/inspection.
    • Comment - Click this link to add comments to this response. Click Save to add the comment to the survey/inspection.
    • Corrective Action - Depending on how the survey/inspection template was created you may see a Corrective Action link. This lets you initiate a request for work into any application and relate it back to that question. You may also be prompted to create a work order based on a template, or create an alert for this service area. *Note: The request will not be generated until you mark the entire survey as complete.

  • To submit the survey/inspection responses click the I'm Done! Mark This as Complete button.

Ad Hoc Survey and Inspection Responses

  • Click on the Add button at the top of your screen, then click on Survey/Inspection.
  • All survey and inspection templates will show on this page sorted by most frequently used.
  • Click the Use This button next to the Survey/Inspection template you would like to add responses for.
  • Answer the questions to help identify who and where your survey/inspection is related to.
    • Who is Responding to this Survey / Inspection? - Begin typing the name of the survey respondent, then select the name from the list that appears.
    • Are You Rating the Work of A Staff Member? - This section is typically used if this is a work quality inspection, or a resident satisfaction survey about a specific work order. Check Yes, I'm Rating a Staff Member and enter a staff member's name now, or leave the field blank to tell TheWorxHub to remind you to attribute it to a staff member later when you're entering the survey results.
    • What Location Are You Surveying / Inspecting? - Every survey/inspection requires a location. Enter a location by typing the location name and selecting it in the list that appears or by using the location picker.
  • Click the Next: Enter Results button.

 

Entering Responses

  • Enter the responses by either clicking on the Pass or Fail buttons or selecting the appropriate rating if the survey/inspection uses a rating scale.
  • The progress bar in the top right lets you know how far through the survey/inspection you are.
  • Click the Save Where I'm At. I'll Finish Later button to save the survey / inspection at any time and return later to complete it.
  • To save time, you can click the Pass For All or Fail For All buttons to either mark all responses as Pass or Fail.

 

 

  • Hovering over a question reveals additional actions you can take.
    • Exclude - Click this link to omit this question from the survey/inspection. You can click the Include link to reinstate this question as part of the survey/inspection.
    • Comment - Click this link to add comments to this response. Click Save to add the comment to the survey/inspection.
    • Corrective Action - Depending on how the survey/inspection template was created you may see a corrective action link. This lets you initiate a request for work into any application and relate it back to that question. You may also be prompted to create a work order based on a template, or create an alert for this service area. *Note: The request will not be generated until you mark the entire survey as complete.

  • To submit the survey/inspection responses click the I'm Done! Mark This as Complete button.

 

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