Notes and Forms - 📄 How to Set Up a Survey

🔹 Navigation:
Go to ➔ Main Master ➔ Forms

🔹 Instructions:

Click Create to start a new survey.
Name your Survey and select the relevant Template Type.
Add your Survey Questions using different field types (e.g., text fields, dropdowns, signtue).
Click Save once you have finished adding your questions.

⚡ Tip: You can add as many questions as needed. Make sure they are clear and easy for members to answer on a mobile device.

🔹 Navigation:
Stay in ➔ Notes Engine ➔ Configure Access & Notifications.

🔹 Instructions:

Access Settings:
- Assign the correct Qualifications or User Access settings to limit who can view and submit Surverys notes.
Notification Settings:
- Set the notification to send case note submissions to the correct person

✅ Once configured, the system will automatically email the complete survey form to them

🔹 On the Member App:

Member logs into their app.
They will see the Survey displayed based on where you set it to appear (e.g., Dashboard, Profile, Forms).
Member clicks into the survey, answers the questions, and submits.

🔹 Post-Submission:

Responses will be recorded under the Service Location profile and be available for admin review in the portal plus emailed to the key contact

Step	Action	Key Reminders
1	Create a Survey Form	Add clear questions, save the survey
2	Make the Survey Visible	Enable visibility in the app and choose placement
3	Member Completes Survey	Member submits via mobile app, responses captured

This guide explains how to create a survey in Entire OnHire, make it visible in the mobile app, and manage member submissions.