> ## 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.

# Survey statuses

> How surveys progress through their lifecycle in TruRisk.

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.

## Statuses

| Status              | Meaning                                                                             |
| ------------------- | ----------------------------------------------------------------------------------- |
| **Planning**        | The survey has been created and the engineer is preparing for the site visit.       |
| **Visit scheduled** | A visit date has been confirmed.                                                    |
| **Visit completed** | The site visit has taken place. The engineer is now capturing findings.             |
| **Review**          | Survey data and findings are being reviewed internally before the report is issued. |
| **Report issued**   | The survey report has been finalised and issued to the client.                      |

## 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.

<Tip>
  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.
</Tip>

## Workflow overview

Surveys typically flow in order from Planning through to Report issued, though engineers can move to any status at any time.

```
Planning → Visit scheduled → Visit completed → Review → Report issued
```

Each status change is recorded in the survey's [Change Log](/the-survey-record).