Survey Rules

To create a survey control record:

1. Open the Administration Menu page.

2. Under the INSPECTION ADMIN heading, click Survey Rules.

3. Enter a value in the Survey Control Record field.

4. Click ADD.

To create survey rules:

1. In the Survey Control Record field, select the survey control record you want to associate the new rule with.

   Any existing survey rules appear at the bottom of the page.

2. In the Filter for Request Type field, select the request type you want to create a survey rule for.

   The list of survey control rules is filtered to display only rules associated with the selected type.

3. Click the Add Survey Rule link.

   The Add Survey Control window opens allowing you to define parameters for the new survey rule.

4. Specify any of the following values:

   • Request Sub Type – Select a value to indicate that the survey should only be sent out for requests with the specified type and subType. If you want the survey sent out for all subTypes of this request type, do not select a value.
   • Employee – Select a value to indicate that the survey should only be sent out for requests that are completed by the specified employee.
   • Priority – Select a value to indicate that the survey should only be sent out for requests that have been assigned a specified priority.
   • Inspection Class – Select the inspection class that contains the survey that should be sent.
   • Inspection Type – Select survey that should be sent.

   Remember, survey classes and types are created as a special cases of inspection types and classes by setting the Survey flag to Yes.

5. Click ADD.

The Other Options pane allows super administrators to propagate a survey control record and its associated rules to all properties in a region. Performing this function is equivalent to opening the Edit Property page and then setting the Allow Surveys flag to Yes and selecting the specified survey control record for each property in the region.

If you do not have the proper security rights for the Other Admin Options pane, contact your super administrator.

To propagate survey rules to other properties:

1. In the Survey Control Record field, select the survey control record containing the survey rules that you want to propagate to the region.

2. Click the OTHER ADMIN OPTIONS link.

3. To the right of the Propagate this Survey Control Record to all Properties in this Region label, select the check box and then click the Select link.

   A dialog box opens allowing you to select a region.

4. Locate and select the desired region.

5. Select the check box to the right of the Turn on Survey Flag for all Properties in this Region label.

6. Click UPDATE.

   A dialog box opens asking you to confirm your choice.

7. Click OK.

Deleting a survey control record deletes both the control record and the survey rules associated with it.

To delete a survey control record:

1. In the Survey Control Record field, select the survey control record you want to delete.

2. Click DELETE.

   A dialog box opens asking you to confirm your choice.

3. Click OK.