Survey Report
Survey Report- Survey reports consist of Category, Topics, and Questions. Surveys can be used in many ways by an organization from compliance and system audits to customer feedback and operational efficiency.
Survey Examples:
Site Assessment Survey
Purpose: Gather detailed information on-site to evaluate current water treatment needs.
Use Case: Before proposing a treatment system, the technician or sales engineer collects data on the facility’s water sources, usage, flow rates, and existing systems.
Example Questions:
What is the primary water source (well, municipal, etc.)?
What is the estimated daily water usage?
Are there any space constraints for system installation?
Compliance & Regulatory Survey
Purpose: Check that the system meets local and federal regulatory standards (e.g., EPA, NSF).
Use Case: For clients in regulated industries (food, healthcare, manufacturing).
Example Questions:
Is the system certified by relevant authorities?
Are there logs or documentation available for inspections?
Are backflow preventers installed and tested?
Survey Setup
Permission Level: Admin
Navigate to the Report section on the top level navigation
Click on the Surveys button to manage your Surveys
Click Add Survey
Enter a Name and Description for your survey
Click add Category in the top right
Add a name for the category
On the Category line click the 3 dots to add a Topic
On the Topic line click the 3 dots to add a Question
- Optional predefined answers can be added
Note, Categories can have multiple Topics and Topics can have multiple questions
Use the arrows to move the Categories, Topics, and Questions
Click the 3 dots to edit or delete any of the layers
Note, deleting a Category will remove all Topics and Questions associated. Deleting a Topic will remove all Questions associated
Repeat this process until you are ready to submit your Survey
Adding a Survey to a Report Template
Permission Level: Admin
Navigate to the Report section on the top-level navigation
Click on the Report Setup button to manage your Report Templates
Click on the Report Setup button to manage your Report Templates
Click Create Report Template
Enter details for the Report Template and save
On the next screen, select the Survey report section on the left side
This should move the section under the report header
Select the Survey you want to associate with the template from the drop down
Add any additional sections and save the report template
Add any additional sections and save the report template
Creating the Survey Report
Permission Level: Report associated permissions
Click New Report in the top right
Select the Survey Report type
Select the desired Survey you want to create
Update any report settings
Click Create Report
Users can answer open ended questions or select predefined answers