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.
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.
The accept / reject functionality was created to give the survey administrator a chance to review the surveys and verify that the responses are legitimate before a client record is actually updated. It is necessary to have the capability to accept/reject individual questions to make sure that any blank responses do not update the client record where they might erase pre-existing data.
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.