The Completed Surveys tab of an individual survey allows you to accept survey responses and look at quick analytics.
View: Click View under Options by the name of the client whose survey responses you wish to read. You can read (but not edit) the responses.
The accepting / rejecting of survey responses is how the SourceLink system can upload survey responses directly into an individual client’s record. It ties back to the actual creation of the survey and which questions were used from the Question Library because it is likely that not every question in a survey will have the capability to be uploaded.
Within the completed surveys tab, highlight the name of the client whose survey responses you are ready to upload, then click on the button “Accept / Reject.” A pop-up window will display the client’s survey with their name at the top and the questions with responses following. The Accept All responses is located at the top of the survey above the client’s name.
Updating Individual Client Records
Any questions that do not automatically upload will have to be manually entered into the client’s individual record. You can view an individual’s responses by clicking View under Options.
Updating Paper Survey Responses
Paper survey responses will have to be manually entered into the client’s individual record. When a survey is received in the mail, click on the Surveys tab to enter the results. Click Enter Results under Options by the person's name.