View/complete job questionnaires

Practice Admin Managers Partners Job Admin

Questionnaires are auto generated when the job is created. Depending on how the questionnaire has been set up, you may need to complete it before the job can be started. Some questionnaires are created to record information about the job as it progresses.

1. Select the required job, then select the Questionnaires tab.

2. From the Questionnaires page, click the required questionnaire.

   

3. Complete the questionnaire, then click Save.

   

4. If the questionnaire has been set up to require approval, click the Submit button, Depending on how the questionnaire has been set up, an email notification is sent to one or more approval recipients. See Approve completed job questionnaires.

5. If no approval is required, the job can now be progressed as usual.