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Surveys and Inspections

The Survey/Inspection section allows you to create a series of questions to gather feedback. Surveys can be linked to work orders so they generate automatically when the work order is printed or the work is completed. Once created, each survey tracks its own average results over time. If you do not currently have access to the Surveys and Inspections feature, please contact your sales representative for more information.

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Creating Survey and Inspection Templates

The first step to setting up surveys and inspections is to create the templates you will need. This involves creating the actual questions that will need to be answered in each survey or inspection. Once the templates are created, you can start adding in individual responses to the survey questions. To access the Survey/Inspection settings in TheWorxHub:

  • Click on the Settings tab, then select the Survey/Inspect tab. This page will show all the Surveys already in your account.

 

 

  • Click the New Survey/Inspection Template button.
  • Enter a name for the survey in the Name It field, and select a Department from the list.
  • Click the Use This button next to the survey style you want to use: Quality Surveys or Inspections.

 

 

 

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