Configure Surveys

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Mar 20, 2023 by Maresa Rojas
2 min read

Surveys can be completed per project and are located in the Modules Toolbar of a project. You can set surveys per Project Type and you can create as many different surveys as you want. The example below shows a Site / Installation Survey. You create questions and answers for each question. The answers can also be set to be fill-in answers. You can also set Surveys for customer completion when logged in to the e-manage|ONE Customer Web Portal Surveys can also be print to use as a check list in the field and printed after the survey has been filled out.

Configure Surveys

To configure or edit an existing survey you will navigate to the Administrator Application > Surveys. Select the existing surveys from the bottom to add or edit existing questions and/or answers. You can also select Create New / Config Survey in the lower left corner to create a new survey, edit the name of an existing survey and/or edit project types associated with each survey.