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Survey Portal Navigation

The Survey Portal is a Survey Vendor's listing of all of the surveys they have pending and ones that they have completed.  The Survey Portal also allows a Surveyor to update their User Name, Password, and Company Data.

There are two ways to get to the Log In Screen of your Survey Portal:

Survey-Email-Notice.PNG

The image above is a the Survey Request email.  Notice that it has the Property Name, Address, Due Date, and Survey ID.  You can go directly to the Survey Portal login just by clicking the Login To Do Survey button right under the Property Address.

Logging In:

However you choose to get to the Login Screen, login to the Survey Portal using the credentials given to you by your Administrator or the Company Admin that established your Survey Portal access.  Enter your User Name and Password and click Enter after reading the Terms and Conditions.

Login-Screen.PNG

Survey Portal Home Page:

The Survey Portal is your home base for every survey you are asked to complete.  Each Survey is an individual item and can be from any Property, for any trade.  It is important to know that the Survey keeps a record of every Survey you've done, and the ones you still have to complete.  The entire record of your Surveys is included in your portal.  It is a great reference for what work you've done and when it was completed.

Survey-Portal-Main-Page.PNG

In the image above you will see the major parts of the Survey Portal Home Screen:

  • Survey Company and the User Name of the Surveyor
  • The Company that Sent the Survey
  • Buttons to Select either the Active or Completed Surveys
  • A list of Active Surveys ( Completed Surveys are under the Completed Page)
  • Icons at the bottom for the Home Screen, Company and Password Information, and the Exit Icon

The Home Screen is pretty simple to navigate and easy to track down the Survey you want to conduct.  When you find the Survey you are ready to complete, click on it or select it from the list.

 

Survey-Header-and-Map.PNG

Survey Header and Map Information:

The Image above shows the header and map of an actual Sytewise Survey.  Surveys can have different components based on the Trade, so in this example we're showing a simple Lighting Survey to check the Lighting on a property.  It has all the basic features of a Survey to get you acquainted with the common elements you will see in any Survey:

  • Property Name
  • Property Address Link
  • Customer Notes from the Admin about this Survey
  • An Active Map of the Property Location and the Fixtures to Survey
  • Selection Buttons for Fixtures by Height
  • Nearby Button to select the Fixtures closest to you
  • Finish Button to Complete the Survey and Upload the Results

Survey-Portal-Map-and-Fixtures2.PNG

Map and Fixture List:

In the image above you will see a portion of the Fixture Map and a list of Fixtures.  Each of the Fixtures has a label that you can view by mousing over with your cursor or by selecting on your wireless device.  In this case the user has selected Outdoor Sconce 2.

Each Fixture has a number of parts that can be revealed or hidden by using the +/- icon to the right of the Fixture.

Each Part can be listed as Needing Service simply by toggling the button from Green to Red. In the next image you will see that Lamp B in the Outdoor Sconce 2 Fixture is listed as not burning and needing service.

Survey-Portal-with-Light-Fixture-Parts.PNG

So that is the breakdown of the Major Common Components of a Survey.  Some Surveys may have slightly different forms based on their Trade, but the operation of the Survey Portal will be the same, even if the Form of the Survey is slightly different.  Click here to read about how to Fill Out a Survey.

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