Creating a Survey Template
Given the nature of the senior living industry, resident
satisfaction is at the heart of all your work. Surveys offer an
easy way to get feedback from residents on how well a department is
meeting expectations. Surveys can be linked to work orders so they
generate automatically when the order is printed or the work
completed. Once created, each survey tracks its own average results
Choose Settings and then Surveys to
begin creating a new survey.
Existing surveys, with average scores and usage details, are
displayed on the Surveys tab. Click the +New
Survey Template button to begin designing a new survey. The
New Survey Wizard takes you through the steps of
building a new survey.
In step 1, choose a name for the survey, link the survey to one
or more departments, and choose the type of survey it will be.
Rating Scale surveys allow the responder to scale
their agreement with statements you include in the survey.
Checklist surveys capture straightforward
Yes or No answers to questions asked in
the survey. In step 2, choose how many questions / statements will
be included, add instructions to help responders complete the
survey, and write the actual questions or statements.
If you're using a Rating Scale survey, Step 3 is
where you decide how broad the scale should be (this step is
skipped in a Checklist survey). The default rating
scale is set to 5 points, which is pretty standard for this type of
survey, but you can adjust it if required. Step 3 is also where you
write the rating scale headings - for example, the levels of
satisfaction responders will use when completing the survey. It's a
good idea to have a smooth continuum in your headings, from a worst
case (e.g. very dissatisfied) to a best case (e.g. completely
In the final step, add instructions to the survey - for example,
to tell respondents what to do with completed surveys. If
instructions are going to be the same for all your surveys, it may
be more practical to save them to the Default
Instructions section of the Surveys tab, from
where they'll be appended to all new surveys. Step 4 also lets you
set a time period after which the survey is automatically cancelled
if not returned; this prevents records of unreturned surveys
building up in the system over time.
Once you've built and published the new survey, it's displayed
in the surveys list and can be linked to work orders.
Use the QA & Surveys panel at the foot of a
work order to link an existing survey to that work order. Linked
surveys are then displayed in the panel, with details of their
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