• Our Survey module is included as part of our Boost, Enhance and Elevate subscriptions. 
  • Surveys are a great way to receive feedback and suggestions, leading to improved service quality and greater Resident satisfaction.  
  • Team Members, Managers and Administrators can all View, Send and Assign Residents to Surveys.
  • Managers and Administrators can also add new surveys and delete existing surveys.


To access Surveys:

  1. Click on Surveys in the left side nav:
  2. Manage Surveys will open automatically to Survey Management.


Survey Management is where you can see all your Active, Inactive and Closed surveys. 

  • An Active survey is one which has manually been made active and has not yet expired. This has a green 'Published' status.
  • An Inactive survey is a survey which has been created, there has been an expiry date set, although it has not been made active by the user. This survey has a red 'Draft' status.
  • A Closed survey is a survey which was previously active, but has reached its expiry date. This simply has a Closed status.


To change a survey from Draft to Published, click on the red Draft button in the Status column for the chosen survey/s:

The survey/s will then move under the Active surveys heading, with a status of Published:


Please note: It is only possible to change a survey from Published back to Draft if it hasn't been sent yet.  If it has already been sent, an error message will pop up and you won't be able to make the change.


Within Survey Management you can also: