Completing a QA Survey
1: Add a New Survey
Click the Add New… function on the dashboard and
select QA Survey from the list of options.
2: Select a Survey Template
In the QA Survey wizard, click Select Survey
to Begin, and select the type of survey you want to add
(e.g. a resident satisfaction survey). Choose the location of the
work and the staff member who carried it out in the Survey
Reference section in the top right.
Note: If none of the existing surveys
meet your needs, build a new survey template on the Surveys page,
which you can find by first clicking the Settings tab
on the dashboard.
3: Complete the Survey
Use the radio buttons in the survey grid to answer the survey
questions. The wizard displays the accumulating score as a fraction
and a percentage above the grid. Click I'm Done… to
complete the survey.
Tip: Use the Exclude
option to skip a question so it isn't calculated as part of the
final score. Click Exclude again to turn the question
back on. Use the Comment options to add further
details about your answers.
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