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Every survey in TruRisk has a status that reflects its current stage. Statuses are set manually by the engineer and help the team track progress from initial planning through to report delivery.

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Statuses

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Changing a survey’s status

Status is updated from the Edit Survey form. Open the survey record, click Edit Survey, and select the new status from the Status dropdown.
Update the status as work progresses to keep the client’s survey timeline accurate. The status is reflected on the client record, site record, and the main Surveys list.

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Workflow overview

Surveys typically flow in order from Planning through to Report issued, though engineers can move to any status at any time.
Each status change is recorded in the survey’s Change Log.