Before You Begin
Most surveys need you to check in first. If you aren’t checked in, the survey button shows View Survey and the survey opens read-only.Open a Survey
- On the visit, in the Tasks list, find the survey task and tap Start Survey.
Answer Questions
Surveys can include these question types: text, numbers, currency, percentages, dates, email addresses, web addresses, single choice, multiple choice, photos, and signatures. Some questions appear only after you answer an earlier one. Every question is required unless your company marks it optional. Required questions you’ve missed show “This field is required”.Barcode questions don’t scan barcodes. Enter the barcode number instead.
Add Photos
Questions that need photos show a photo box, where you add each photo:- Tap the photo box.
- Take a photo or choose one from your device.
- If the photo is mandatory, you see “Photo is required for this question” until you add one.
- Each question allows up to 5 photos. Some questions allow fewer.
- If a photo is optional, you can mark it Not Required. That photo doesn’t upload.
Add a Signature
- For a signature question, sign in the box with your finger.
- Optional: To start again, tap Clear Signature.
Save the Survey
- When you’re done, tap Save.
- Every required question is answered: You see “Survey completed successfully!” and the task is marked complete.
- Some questions are unanswered, and your company allows partial saves: To save your progress, tap Save Partially. To go to the first missing answer, tap Continue. You need at least 1 answer to save partially.
- Partial saves aren’t allowed: You see “To save the survey, answer all the questions.”