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.
- On the Navigation Bar, click Maintenance Mgmt.
- Click to open the relevant Maintenance Proposal.
- Click the Assets Tab.
- On the Asset Inventory Menu, click the Actions button.
- Click Import Survey.
- Search and then click to select the Survey Job Name you want to import.
- Click Import.
- The assets will be imported into the 'Assets' Asset Group.
- Repeat the steps for as many surveys as you would like.