Send a survey

Platform: ResiOnboarding · For: Executive Director, Department leads, Sales

Surveys check in with residents at 5, 30 and 90 days. They are never sent automatically. A person on your team sends each one.

1. Choose Surveys in the menu.
2. Select Assign Survey.
3. Choose a Survey Template.
4. Choose the Resident.
5. Select Assign.
6. Read the confirmation and select Send survey.

Track it

1. Open the Active Surveys tab.
2. Each row shows the resident, checkpoint, dates and status.

Fill it in with the resident

Some residents prefer to answer aloud.

1. On Active Surveys, select Fill Survey beside the resident.
2. Work through each section and select Next.
3. Select Submit Survey.

Good to know

• The survey appears in the resident's portal under Pending Surveys. Let them know it is there.
• If the resident has a move-in date, the due date is counted from it: 5, 30 or 90 days after.
• You can also send a survey from a resident's Overview tab after move-in.
• Remind people not to include health details in answers.

If something goes wrong

If the resident says they cannot see the survey, check they have a portal account. See "Give a resident portal access".