To send a a survey to a Resident Contact:

  1. Ensure the survey has been assigned to the Resident in Assign Residents.
  2. Click on Surveys in the side nav.
  3. Select Survey Status.
  4. Under Available Surveys, select the chosen survey from the 'Select survey' drop down list.
  5. Click on the Send survey button in the Actions column for your chosen Resident.
  6. A list of Site Contacts will appear.
  7. Under Recipient details, choose a Contact from the drop down menu, or enter a Recipient name.
  8. If you choose a contact from the Contacts list, their email address will populate automatically.  If you enter a new Recipient name (a person not already entered in your Site as a Resident contact), you will need to enter a Recipient email address.
  9. Enter an Email subject.
  10. Click Send.
  11.  The survey will now have a status of Sent for this Resident.