> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trurisk.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating survey records

> How to create a new survey for a site in TruRisk.

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.

## Steps

<Steps>
  <Step title="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.
  </Step>

  <Step title="Go to the Surveys tab">
    Click the **Surveys** tab on the site record, then click **+ Add Survey**.
  </Step>

  <Step title="Complete survey details">
    Fill in the survey information:

    | Field             | Required | Notes                                                     |
    | ----------------- | -------- | --------------------------------------------------------- |
    | Name              | No       | A descriptive name for this survey                        |
    | Company Name      | No       | Pre-filled with the parent client                         |
    | Site Name         | No       | Pre-filled with the site                                  |
    | Status            | No       | The current stage of the survey. Defaults to **Planning** |
    | Visit Date        | No       | The date of the site visit                                |
    | Survey Company    | No       | The risk engineering company conducting the survey        |
    | Type              | Yes      | **Property** or **Energy** — see below                    |
    | Assigned Engineer | No       | The engineer responsible for this survey                  |
  </Step>

  <Step title="Save the record">
    Click **Save Changes**. The survey record will open and the survey will appear under the site's Surveys tab.
  </Step>
</Steps>

## 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.

| Type         | Use for                        |
| ------------ | ------------------------------ |
| **Property** | Standard property risk surveys |
| **Energy**   | Energy sector surveys          |

<Info>
  Survey type cannot be changed after the survey is saved. Make sure to select the correct type before creating the record.
</Info>

## Survey statuses

Surveys move through a defined lifecycle as work progresses. See [Survey statuses](/overview-of-surveys-and-statuses) for a full description of each stage.