Client surveys

Orchard Stack enables you to create and manage assessments or surveys, record client responses, and access those responses in the client record or through the Survey Responses report.
Currently, surveys are manually conducted by staff members who enter client responses directly into Orchard Stack. In an upcoming update, you’ll be able to assign surveys to client onboarding workflows and recurring tasks for greater automation.

Create a survey

    Navigate to Admin > Surveys in Orchard Stack.
    Click Add Survey at the top of the page.
    Fill in the following fields:
    Name: Provide a descriptive name for the survey.
    Description: Summarize the purpose of the survey.
    Instructions: Add delivery guidelines for the survey.
    Add your questions, selecting from these response types:
    Single Choice
    Multiple Choice
    Number
    Text
    Yes / No
    Click Save Survey to finalize your survey.

Manage surveys

To manage your surveys, go to Admin > Surveys. Here’s what you can do:
  • Edit a Survey: Editing a survey with responses will create a new version. The original version becomes read-only, archived in the survey list and the Survey Responses report.
  • Delete a Survey: Deleting a survey with responses will archive it as read-only instead of permanently removing it. To delete a survey:
  • Click Edit on the Survey Management page.
  • Select Delete in the upper-right corner of the survey edit page.

Conducting a survey and viewing responses

    Navigate to a client’s record in Orchard Stack and open the Surveys tab.
    Locate the desired survey and click Start Survey.
    Enter the client’s responses and click Submit when done.
You can view completed surveys in the Completed Responses section within the same tab.

Survey Reporting

To view aggregated survey results:
    Go to Reporting > Survey Responses.
    Select the desired survey and click Submit to generate the report.