Sending Annual Surveys
Annual Surveys are created and reminder emails are delivered automatically. Organizations may choose from sending surveys all together, once a year or on a rolling schedule based on the Service File Close Date.
Annual Survey Criteria
Testing Annual Surveys
It’d be helpful if we could set up a way for people to just view the annual survey without being attached to an owner. (Same for applications.)
Setup
Data Import
Currrent Resident Import Template
Monitoring
Annual Occupancy Monitoring Dashboard
Preparing Each Year
Review communications
