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Surveys and Inspections

The Survey/Inspection application 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. *Note: If you do not currently have this application, please contact your Sales Representative or Client Services 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.



Creating Work Order Survey Rules

This feature allows for a survey to be automatically sent out to a group of TheWorxHub users, based on their role. For example, you can send out a Maintenance Satisfaction survey to a requestor whose requested work order has been completed by a worker. They can then evaluate the quality of work that was done and respond to the survey appropriately, which provides your organization with valuable feedback.

  • Click on Settings in the navigation menu, then select the Survey/Inspect tab.
  • Click on Work Order Surveys under the Survey/Inspect tab.
  • Click Add Rule.
  • Select how often you would like the survey to be sent in the For every drop-down menu.
  • Select the appropriate Department in the drop-down menu.
  • Click the select survey link to choose a published survey/inspection template from your account.
  • If you would like this survey to be sent to all user roles, click All.
  • If you would like to pick only certain user roles to send this survey to, click in the Select Some Options box, then select one or more users.
  • Click Save to finalize your work order survey rule.
  • To continue adding work order survey rules to your account, click Add Rule and follow the steps above.