Adding + Editing Surveys

1. From the Home screen, tap the  icon in the upper right corner to open the Main Menu.
2. The Main Menu opens. Tap the Admin option.
   
   
   
3. The Admin Settings menu opens. Tap the Safety option.
   
   
   
4. The Safety Settings screen opens. Tap the Surveys option.
   
   
   
5. The Surveys screen opens. Tap the "+" button to add a new survey.
   
   
   
6. The Add Survey screen appears. Tap the Category menu to select a category for the survey (required), enter the survey's name into the Name field (required) and turn on the Required feature using the toggle if desired. If a survey is marked "required," all workers will see this survey as a daily requirement and completed survey results will be included in the Daily Report. All surveys must have at least one question to be saved. Tap the "+" button to add a question.
   
   
   
7. Enter a yes or no question into the field. Tap the "+" button again to add another question. Tap the Delete icon on the right side of the question to remove it from the survey.
   
   
   
8. To reorder the questions in a survey, tap and hold the horizontal bars on the left side of the question, then drag and drop the question to its new location.
   
   
   
9. Once all of your questions have been entered, tap the Checkmark button to proceed, or the "X" button to cancel.
   
   
   
10. Once saved, your survey will appear in the Surveys listing. Tap the survey to view details and questions.
    
    
    
11. The Survey Info screen opens displaying all of its questions.
    
    
    
12. To edit or delete a survey, tap the More Options dots to the right of the survey listing.
    
    
    
13. The More Options menu opens. Tap Edit to change the survey category, survey name, add questions, edit questions, or delete questions. Use the Active toggle to mark the survey as Inactive--if the survey is currently in use with a daily report, you will be asked to confirm that you wish to delete it. Tap Delete to delete the survey.
    

Safety