Here's a step-by-step guide on who can create surveys and how to get started.
Who Can Create Surveys
Only users with the role of Project Manager can create, manage, and view surveys on the Web Portal. This includes both the company's own Project Manager and a Contractor Project Manager.
Create Survey Page
To create a survey, you need to navigate to the Create Project page. This can be done in several ways:
From the Sidebar Menu:
- Expand Projects.
- Click on Create Project.
From the Project Overview Page:
- Click the "Add a project" button.
- Go to Create Project.
Once on the Create Project page, click on the "Add a project" button.
Adding the Survey Details
On the Create Project page, you will see a dialogue box in the center of the screen where you can enter the following details:
- Project Name: This must be unique to help identify or locate the project later.
- Order Number: Any value can be used as an identifier by the user.
- Project Type: This is mandatory and to create a Survey, you should select "Survey" in the drop-down menu
- Projected Start and End Dates: Specify the expected start and end dates for the project.
After entering all the required details, click on the Save Details button to save the Survey.
By following these steps, you can efficiently create and manage your surveys on the Web Portal. If you have any questions or need further assistance, feel free to reach out to our support team.
Watch our Tutorial:
Should you require further assistance or need more detailed instructions, do not hesitate to contact our support team or consult our Knowledge Base for additional resources.
If you require more personal guidance or wish to discuss the updates further, please feel free to Meet with Customer Support.