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Surveys are always created at the site level. Each survey captures the findings from an engineer’s site visit and drives the risk profile, recommendations, and reports for that site.

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Steps

1

Open the site record

Click Clients in the left navigation bar, select the client, then click the site you want to survey. You can also access surveys directly from Surveys in the left nav.
2

Go to the Surveys tab

Click the Surveys tab on the site record, then click + Add Survey.
3

Complete survey details

Fill in the survey information:
4

Save the record

Click Save Changes. The survey record will open and the survey will appear under the site’s Surveys tab.

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Survey types

The Type field determines which risk classifications and scoring categories are available within the survey, and which Word export template is used when generating the report.
Survey type cannot be changed after the survey is saved. Make sure to select the correct type before creating the record.

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Survey statuses

Surveys move through a defined lifecycle as work progresses. See Survey statuses for a full description of each stage.