Overview
In this article, we will review building a survey or trip report.
Building the Survey or Trip Report
Step 1: Select Survey Management and the + button to add the details for the new Survey or Trip report that is being built.
Step 2: Enter the Name of the Survey or Trip Report. Adding the year to the name is suggested
Step 3: Select QE for routine surveys or Trip Report for specific areas (maintenance, resident care etc.), unscheduled and/or quality inspections performed throughout the year.
Step 4: Enter the description of the review.
Step 5: Select Save
Step 6: Select the arrow to get into the review to begin building.
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