Overview

Surveys are used to create process, marketing and quality control scorecards.  Surveys can report on the number of answers or data in an acceptable range for yes/no compliance as well as weighted scorecards. Quality Assurance/Standards Compliance and Cumulative Scorecard Reports such as Operations are the two most common report types.

Once you have completed creating the Survey Subject, Categories, and Questions you are ready to begin adding a survey and entering your data.  Currently, a Survey can not be automatically generated and will need to be manually added.

Navigation

Location Console > Surveys 

Add Survey

1. Select Date, Time and Survey Subject you wish to complete.
2. Save Changes.

View Surveys 

1. Open survey and enter data.
2. Save Changes.
3. Update Status from Open to Closed.

Navigation

Location Console > Reports > Summary Reports 

Reporting with Survey Statistics

Each of the following filters/functions allow you to view the data differently.

Locations - Select up to 3 locations to review data.

Date Range - Select from the dropdown options or enter custom range.

Layout - Document of Grid

Columns and Groups:

• Standard Compliance - Click and drag groups to be in the following order:
  • Set Column Specification to Compliance
  • Subject, Category, Question and then Date
  • Build Report
  • Drill down or through the results by clicking on them
• Cumulative Score (common to Operations Reviews)
  • Set Column Specification to Cumulative
  • Subject, Category, Question and then Date
  • Build Report
  • Drill down or through the results by clicking on them
  • Subject, Category, Question and then Date
• Scores (sums values)

Tips & Tricks

You can also customize your selections using the check boxes for each Column Specifications and Group Specifications.

• Column Specifications- choose up to 7 from the list
• Reordering the columns or groups will affect how the data is presented.