Surveyor Special Permissions

Select Surveyors are given “Create” permission

Create Permission grants that surveyor the ability to add a survey from the Survey Portal.

A Survey can be created for any property and trade in the account as long as there is at least one fixture in that trade.

A surveyor can create a survey in the survey portal by searching for a property, selecting a trade and completing the form.

Select Surveyors are given “Edit” permission

Edit permission grants that surveyor the ability to make changes to any of the fixtures or parts in the Property/Trade of an open survey.

For fixtures

They can change the name or description.

They can also flag any fixture “This fixture DOES NOT EXIST!”

This does not delete the fixture but does add a pinned note to the fixture. “This fixture DOES NOT EXIST” attributed to the Surveyor.

This note also appears in the completed survey.

With "Edit" permission a surveyor can impose direct edits on the information in a fixture or part.