Back to TheWorxHub for Healthcare Main Menu

Adding Survey and Inspection Responses

Watch the Video Tutorial:

Survey and Inspection Responses

  1. Click the Add button in the top right corner and select Survey/Inspection.
  2. Click the Use This button next to the Survey/Inspection template you would like to add responses for.
  3. 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.
  4. 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.
  5. Click the Next: Enter Results button.

 

Entering Responses

  1. 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.
  2. The progress bar in the top right lets you know how far through the survey/inspection you are.
  3. 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.
  4. To save time, you can click the Pass For All or Fail For All buttons to either mark all responses as Pass or Fail.

 

 

  1. 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.
  1. To submit the survey/inspection responses click the I'm Done! Mark This as Complete button.

Ad Hoc Survey and Inspection Responses

  1. Click on the Add button at the top of your screen, then click on Survey/Inspection.
  2. All survey and inspection templates will show on this page sorted by most frequently used.
  3. Click the Use This button next to the Survey/Inspection template you would like to add responses for.
  4. 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.
  5. Click the Next: Enter Results button.

 

Entering Responses

  1. 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.
  2. The progress bar in the top right lets you know how far through the survey/inspection you are.
  3. 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.
  4. To save time, you can click the Pass For All or Fail For All buttons to either mark all responses as Pass or Fail.

 

 

  1. 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.
  1. To submit the survey/inspection responses click the I'm Done! Mark This as Complete button.