How To Guide > Survey > How to create a survey

COG-SURVEY

This page will be all about creating surveys.

We will explain how to create a new survey record.

•Creating a new survey from the Create Multiple Surveys view

•Creating a new survey from the Survey Information view

Creating a new survey from the Create Multiple Surveys view

To create multiple surveys, go to the Survey > Create Multiple Surveys view.

Select the Template ID from the form marked with a red asterisk (*). The Location filter is optional, if you want to limit your search to a specific site, then apply a location filter.

Once the filters are populated, then press the Apply Filter button.

CMS - Filter

The above will load all the available functional areas for the selected template & location.

Select the areas that you want to generate a survey for then press the Create button.

CMS - FA Selection

Populate the form and press OK to generate the survey record/s.

CMS - Create Window

The system will then generate the survey records for the selected areas, which you can view via the Survey > Survey List view.

Creating a new survey from the Survey Information view

To create a new Survey audit, go to the Survey > Survey Information view.

On the Details form, fill in the required fields marked with red asterisk (*), the other fields are optional. Then click the [ Save ] button on top of the form:

SurveyInformationBlank

Field Definitions

Field Name	Definition
Date	Planned date of when the survey should be carried out.
Title	The title of this survey.
Template ID	The Survey template that this survey is based on.
Allocated to	Select staff member this will be allocated to.
Location Selection	Select the location this survey can be used for i.e. When creating a cleaning audit, if both the cleaning audit location and survey location match, this survey can be added to the audit.
Organisation Selection	Same as location selection except limits the survey's use by organisation.

Add survey assessors

The user can add assessors to a survey via the Assessor tab within the Survey Information View.

Clicking the Add button provides two options, one for current staff and another for third parties who don't have access to fmfirst® cloud. This is so you can log the assessment of other people without having to give them access to the system.

AddingSurveyAssessors