In the Issue Surveys page admin users are able to select a specific Survey to send to one individual or can bulk send a specific survey to multiple individuals.
Users must first complete the Select Survey to be completed section to proceed. Users may select a Complete By date in this process for reporting, though no reminder emails will be sent to survey takers based on this date.
Note: This way of distributing surveys includes inputting the Recipient Address and therefore will showcase the Compared Address when the survey is completed. Radius flag distance parameters (i.e. "captured address is more than 50 meters from expected location") may be customizable.
For survey taker users, they will be unable to issue a new survey/inspection to themselves as a self service and should instead reach out to their internal administrator for further support.
Send a Single Survey
Users can easily send an individual a new survey for completion via the Select a Single Survey section.
Send Multiple Surveys
Users also have the ability to send a bulk amount of surveys to multiple survey takwers at once through the Send Multiple Surveys section.
Formatting CSV Files
To bulk send surveys to multiple individuals at once, users must first format their excel CSV file to match the below format:
Email: work email for the survey taker, where the invitation email should be sent.
FormattedAddress: the physical Expected Address for the survey taker. This will be the field usd in connection to the Geolocation section of an inspection to measure proximity to Expected Location.
FirstName: first name of the survey taker.
LastName: last name of the survey taker.
Subject (optional field): This field will alter the Invitation email subject line to include mroe than just the name of the survey template.
Tags (optional field): Tags can be used for a wide variety of custom filtering and reporting on the backend. Examples of Tag usage might include specific division reporting, such as "SE Division", or for the assignment for an internal compliance reviewer, such as "Jerra Green".
There is a sample CSV available on the Issue Survey page that users may download and edit. Note: users may only send 150 inspections at a time through the bulk survey issue.
