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Use the following instructions to conduct a survey at a service location. You can then save the survey to work on later or complete it as soon as you are finished.
1. On the Customer page, scroll to address at which you want to conduct a survey, find the Surveys section, and then click + New Survey.
2. On the Surveys page, fill in the following:
Surveyed At: Enter the date a survey was conducted at this service location. If you will complete this survey later, leave this field blank; doing so will add a "Not Surveyed Yet" status in the Surveys section on the Customer page.
Inspector: Select the inspector who conducted this survey from the dropdown list.
Location Type: Select the location type from the dropdown list.
NOTE: You set up the location types listed here; those in bold are a "main" location, those that are not bold are sub location types. See our article about location types to learn more.
3. If there is a hazard (irrigation, pool, etc.), click Add Hazard, and then fill in the following:
Hazard Type: Select the hazard type from the dropdown list.
Location: Describe where the hazard is located. For example, in the back yard.
Comment: Add comments about this hazard that could appear on the survey report.
Internal Comment: Add comments about this hazard that will only be visible to internal users.
4. If there is a deficiency for this hazard, go to step 5; otherwise, go to step 6.
5. Fill in the following:
Status: No Deficiency, Deficiency or Deficiency Resolved from the dropdown list.
NOTE: If you selected Deficiency, it will appear on the Deficiencies page until it is resolved. See our article about resolving survey deficiencies for more information.
Due Date: Select the date that the deficiency needs to be resolved by.
6. To select an existing assembly or add a new assembly for this hazard, click Add Assembly; otherwise, go to step 8.
7. In the Add Assembly dropdown list, do one of the following:
Select an existing assembly. The Type, Manufacturer, Model, Size, and Serial fields will automatically display but you cannot edit them. If any of these fields are incorrect, you can update them in the assembly record.
Select New Assembly, and then add the assembly Type, Manufacturer, Model, Size, and Serial information.
8. Repeat steps 3-7 to add another hazard.
9. Add Report Comments that you want to appear on the survey report.
10. Add an Internal Comment as desired; these will only appear in Syncta and not on a survey report.
11. Do one of the following:
If the purveyor does not require a customer signature, go to step 12.
If the purveyor requires a customer signature, have the customer sign in the New Signature box. To use this signature on other surveys, check the Copy customer signature to service location box.
12. Add any images, photos or documents as needed in the Attachments section.
13. Click one of the following:
Save Survey: Save the survey so it can be completed later. A created survey message appears on the Customer page and this survey now appears on the Pending Surveys page.
Complete Survey: Complete the survey. A completed survey message appears on the Customer page and this survey now appears on the Review Surveys page.
