If a resident is unable to complete their Annual Survey due to issues with document uploads, saved answers, or signature errors, you can reset the Monitoring Event. Resetting all components of the process avoids confusion and ensures the resident sees a clean version when they return.
Partial resets can lead to errors.
To prevent this, follow all steps in sequence.
Step 1: Go to the Monitoring Event
- Open the resident’s Service File
- Navigate to the Monitoring Events related list
- Select the Monitoring Event for the current survey year
Step 2: Reset All Survey Components
Perform all of the following to fully reset the survey experience:
A. Reset the Signature
Clear the following fields on the Monitoring Event to ensure a new signature is generated.
- Signature Id
- Signature Status
- Signature Request Id
B. Unlock the Form
Update the following fields to allow the resident to edit and resubmit the form.
- Is Portal Submit = unchecked/false
- Is Snapshot PDF Created = unchecked/false
C. Delete Uploaded Documents
This deletes any files uploaded to your cloud storage and allows a new Required Document to be created when the resident logs in.
- Go to the Required Documents related list on the Service File
- Identify the documents for Annual Survey
- Delete the associated Required Document records
D. Make it Active
Residents cannot access or edit the survey if the status is still “Submitted”.
Set the Monitoring Event:
- Status = Active
E. Reset the Submission Stage
This resets the workflow so the portal re-engages the resident with all necessary steps.
- Submission Stage = None
Once complete, the resident can return to the portal and complete a fresh submission.