ConSol's survey module enables users to complete forms, surveys and checklists in a completely digital format that ensures compliance with work health and safety, quality audits, and other information. Surveys are available on both ConSol and ConSol Mobile and can be embedded at particular points in the workflow or via the library.
1. From Active and Completed job worklists, navigate to the relevant work order
2. Select the Survey icon (Plan mode on Active jobs)
3. Find the relevant survey and click Start
4. The selected survey will open. Provide your response by filling in the available fields. Once all required fields have been addressed, click Complete. After the survey response has been submitted, the information in it can be viewed but not changed
5. Should you need to pause for any reason, you can Save & Close your survey response, or Cancel the current response which will remove it from the order history. Saved responses can be resumed later.
6. The history of any non-cancelled survey responses will be displayed against each survey on the Surveys tab.
7. Restart, view, and edit the information recorded in your incomplete survey response by clicking on the relevant history entry under the survey. You can also view and edit any documents uploaded as part of your survey response at this stage.
8. Once all fields are completed, click Submit Survey. After a survey response has been submitted, its information can be viewed but not changed.
NOTE:
The date displayed against survey history records denotes when the last change was saved for survey response by supplier OR reviewer. Any changes to the status of the survey response, including your updates, submissions, and review by your customer, are included in the ConSol mobile notes tab and the ConSol desktop order History tab.