When linking a survey to a work order, you can choose to have
the survey emailed directly to a resident or an internal staff
member where they can complete it online. Maybe you want to survey
a resident on their satisfaction with a recent work order in their
unit, or perhaps you want to see what another staff member in
another department thought of your work. Here's how.
1: Link a Survey to an Open Work Order
This can be a brand new work order, or any open work order that
already exists. Click the QA & Surveys panel to
expand, then click the + New Survey button.
2: Edit Survey Settings
- Pick a survey.
- Choose a delivery type of Email.
- Choose who is responding to the survey.
- Resident represents the resident residing in the work
- Staff member who added the work is the staff member
who entered the work order in TheWorxHub originally, typically
referred to as 'the requestor.'
- A different staff member can be any staff member in
TheWorxHub. Type in the empty field below to search for a staff
Note: Verify the email address that
appears when you select either option. If there is no email
address, the survey cannot be emailed out.
3: Click Save Where I'm At Button
This will save the configuration, and as soon as this work order
is completed, an email will go out to the specified
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