Table of Contents

Take Survey

There are two ways to access and take the survey depending on how it was created.

Access Survey from Survey Module

Access Survey from Another Module

Access Survey from Survey Module

  1. Open the Surveys module of the account that you plan to edit.
  2. Locate the survey within the list. Under the action menu, click Take Survey.
  3. Follow the instructions to complete the survey.

Access Survey from Another Module

If a survey was created for a module other than Surveys, it will not be possible to take the survey except from within that module. 

  1. Open the asset module (Structures, Appraisals, Vehicles, and Items) for which the survey was made.
  2. Locate the asset within the list. Under the action menu, click Surveys.

  3. Locate the survey within the list. Under the action menu, click Take Survey.