Upcoming Surveys Page

How water purveyors can view and schedule upcoming surveys

Angela avatar
Written by Angela
Updated over a week ago

The Upcoming Surveys page is primarily used to schedule future surveys and see what scheduled surveys are past due. 

This page shows the service locations for each customer that are due to be surveyed, which are based on the Last Surveyed At date, Next Survey Due date, and the Surveying Frequency on the Customer and Service Location pages.   

NOTE: See our article about the Customer page for detailed information.

View Selected Surveys

1. Select Surveys from the navigation menu, and then select Upcoming Surveys.

The Upcoming Surveys page defaults to show surveys for all water purveyors within the upcoming month, and includes all location types. 

2. Change any of the following filters as desired:

  • Water Purveyor: Select a specific water purveyor or leave blank to include all water purveyors.

  • Upcoming Interval: Select an upcoming date range for service locations that are due to be surveyed; select Never Surveyed for service locations that have not yet been surveyed or All Past Due for locations where a survey is past due.

  • Customers Per Page: We recommend selecting 500 to ensure that all customers are displayed on one page.

  • Remove Default Service Locations: If default service locations use a mailing address but don't have any assemblies at that location, check this box to remove default service locations from your search.

  • Status: Select the status of service locations as Active or Inactive.

NOTE: You set these on individual service location pages.

  • Location Type: Select a specific location type or leave blank to include all location types.

NOTE: You set up the location types that appear in this list. See our article about setting up location types to learn more.

3. When you're finished, click Refresh.

The updated survey filters appear below the Filters section in alphabetical order by customer. 

Schedule Surveys

You can schedule surveys all at once or individually. See our article about scheduling surveys to learn more.

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