Using the Survey Manager for Office Staff

Derek Torres
Derek Torres
  • Updated

The Survey Manager allows your office staff to review and create maintenance proposals from Asset Surveys recorded in the field using the Survey Mobile App.

Below is a video that shows you how to use the Survey Manager:

Importing a Survey on a Maintenance Proposal

If you have already created a Maintenance Proposal and want to import one or more survey(s) from the Survey Manager, follow the instructions below.

  1. On the Navigation Bar, click Maintenance Mgmt.
  2. Click to open the relevant Maintenance Proposal.
  3. Click the Assets Tab.
  4. On the Asset Inventory Menu, click the Actions button.
  5. Click Import Survey.
  6. Search and then click to select the Survey Job Name you want to import.
  7. Click Import.
    Screenshot 2023-12-29 at 3.28.02 PM.png
  8. The assets will be imported into the 'Assets' Asset Group.
  9. Repeat the steps for as many surveys as you would like.

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