Real-Time Training: Want to schedule surveys now instead of reading about how to do it? Click one of the buttons below to schedule surveys using our live step-by-step walk throughs.
Overview
Water purveyors can schedule upcoming surveys for customer's service location(s). There are a couple of different places to do this: from a Customer page or from the Upcoming Surveys page. Click the applicable link to go to the desired section below:
NOTE: You can also edit a survey schedule from either page by clicking the Edit Schedule icon.
Schedule Individual Surveys from a Customer Page
1. On the Customer page, scroll down to the service location at which you want to schedule a survey and then click Schedule Survey.
2. On the Schedule Surveys page, fill in the following:
Commit Date: Select the date by which you want to conduct this survey; leave this blank if you don't know.
Internal Comment: Add internal comments as needed.
Attachments: If you want to add an attachment, click Choose File, and then select the file you want to upload.
Set Inspector for All: Select the inspector you want to perform this survey from the dropdown list.
Set Route for All: Select the route you want to assign this survey to from the dropdown list.
NOTE: This option will only appear if you use the Routes feature. See our article about Routes to learn more.
3. When you're finished, click Schedule Surveys.
Schedule Multiple Surveys from the Upcoming Surveys Page
You can also schedule a surveys for multiple customers from the Upcoming Surveys page.
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.
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 surveys are 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 Active or Inactive to see surveys for service locations that are active or inactive.
NOTE: You selected the status of a service location on the related Service Location page.
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 to about setting up location types to learn more.
3. When you're finished, click Refresh.
The updated surveys filters appear below the Filters section in alphabetical order by customer.
4. Do one of the following:
Select individual customers: For each customer, select the assemblies at each service location that you want to schedule.
Select all customers on this page: Check Select All On This Page above the first customer.
Select all customer records: Check Select Records From All Pages at the bottom of the page.
5. Click Schedule Selected at the bottom of the page.
6. On the Schedule Surveys page, fill in the following:
Commit Date: Select the date by which you want to conduct this batch of surveys; leave blank if you don't know.
Internal Comment: Add internal comments as needed.
Attachments: If you want to add an attachment, click Choose File, and then select the file you want to upload.
Set Inspector for All: To use the same inspector on all surveys, select their name from the dropdown list; leave blank to choose an inspector for each survey.
Set Route for All: To set the same route for all surveys, select the route name from the dropdown list; leave blank to choose a route for each survey.
NOTE: This option will only appear if you have the Routes feature.
7. If you want to assign different inspectors and routes to a survey, do the following for each service location:
Inspector: Select an inspector's name from the dropdown list.
Add to route: Select a route name from the dropdown list.
8. When you're finished, click Schedule Surveys.
The surveys for the selected service locations have been scheduled and added to a route, which can be seen on the Routes page.
NOTE: The Routes option will only appear if you have the Routes feature. See our article about Routes to learn more.