Conduct surveys and schedule reassessments
Once a survey has been built (see Build and manage surveys ), staff conduct it from a client's record — recording the client's answers on their behalf — and can schedule recurring reassessments. This guide covers taking surveys and scheduling them for clients.
Open a client's Surveys section
Navigate to a client's record and open the Surveys section. It has three areas:
- Responses — surveys already recorded for this client.
- Scheduled Surveys — surveys due to be completed.
- Start a new survey — surveys available to conduct now.
Start a survey
Under Start a new survey, find the survey and click Start Survey .
Enter the client's answers. A progress bar at the top shows how many questions have been answered ("X of N answered").
Click Submit to record a completed response, or Save Draft to save your progress and finish later.
View, resume, and edit responses
Completed and draft responses appear under Responses:
- A Draft badge marks an unfinished response. Click Resume to continue and submit it.
- Click View Response to open a completed response, then Edit Response to make changes.
- When the survey uses scoring, a Score badge shows the response's total.
Schedule a survey or reassessment
Schedule a survey so it appears as a reminder to complete later — useful for periodic reassessments.
Under Start a new survey , click Schedule next to the survey.
Choose a Due date .
Choose a Recurrence : One-time , Monthly , Quarterly , Every 6 months , or Annual .
Click Schedule Survey .
Scheduled surveys appear under Scheduled Surveys with their due date; overdue items are highlighted in red. Click Complete to take the survey, or Cancel to remove the schedule. Completing a scheduled survey marks it done and, for recurring schedules, automatically creates the next occurrence.
Reassessment reminders. Staff receive a daily reminder of due and overdue reassessments. You can review them all on the Survey Assignments report — see Survey reports .
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