Follow up on flagged survey responses

Platform: ResiConnect · For: Executive Director, Wellness, Activities

A response is flagged when an answer meets a question's Follow-up alert, such as a low rating.

1. Open Surveys and the Results tab. A number on the tab shows open flags.
2. Under Flagged responses, select a resident.
3. In Alert follow-up, set the Priority.
4. Choose an Owner. The stage moves to Assigned.
5. Pick a Due date.
6. Move the Workflow stage to Investigating as you work on it.
7. Add notes under Activity and select Post.
8. Write your findings in Investigation summary and select Save summary.
9. Select Mark resolved.

Good to know

• The stages are Open, Investigating, Assigned and Resolved.
• Overdue flags are marked in the list.
• Activity keeps a record of each change and note, with names and times.
• Select Reopen for follow-up if a concern comes back.
• Resolved items no longer count as needing attention.
• Emergencies and clinical concerns follow your community's own procedures, not this workflow.

If something goes wrong

If no one appears in the Owner list, check that your teammates belong to this community on the Team page. Choose Help & support at the bottom of the menu, or email support@resionboarding.com.