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Creating Surveys 📝

Introduction​

Creating a new survey establishes the foundation for thorough signal analysis and documentation. Whether you're planning a pre-installation assessment or verifying a completed installation, proper survey setup ensures consistent data collection and reliable results. This guide will walk you through the process of creating surveys effectively.

Accessing Survey Creation 🔍​

Navigate to the New Survey form through one of these methods:

  • Click the '+' button in the top navigation bar
  • Select 'Add Survey' from the Surveys dashboard

Essential Information​

Survey Title Configuration 📋​

The survey title serves as a primary identifier in the system and requires careful consideration. When naming your survey, include key identifying elements such as:

Company Name: Begin with the client company name for easy identification Location Reference: Include specific site or building information Survey Type: Indicate whether it's a pre-install or post-install survey

For example: "ACME Industries - London HQ - Pre-Install Survey" provides clear identification of the survey purpose and location.

Survey Template Selection 📑​

Choosing the appropriate survey template ensures consistent data collection across all assessments. The system offers standardised templates for:

Pre-Installation Surveys: Templates focused on gathering comprehensive baseline measurements, including:

  • External signal strength assessment
  • Internal coverage mapping
  • Building material analysis
  • Potential equipment locations
  • Coverage requirement documentation

Post-Installation Surveys: Templates designed to verify system performance, including:

  • Signal enhancement verification
  • Coverage area confirmation
  • System performance metrics
  • Client requirement validation
  • Quality assurance checks

Company and Contact Assignment 👥​

Proper association with company and contact information ensures effective communication and record-keeping:

Company Selection: Use the dropdown menu to select the correct company. The system maintains relationships between surveys, sites, and installations, making historical data easily accessible.

Primary Contact: Assign the relevant contact person who will:

  • Provide site access
  • Answer technical queries
  • Receive survey reports
  • Coordinate with the survey team
  • Address any concerns

Engineer Information 👷​

Engineers in Attendance: Record all engineers who will be conducting the survey. This information is crucial for:

  • Resource allocation
  • Scheduling management
  • Quality assurance
  • Documentation tracking
  • Future reference

Location Details 📍​

Accurate address information helps with:

  • Survey planning
  • Resource allocation
  • Travel arrangements
  • Access coordination
  • Site identification

Engineer Notes 📒​

The engineer notes section allows you to document important information about the survey requirements and conditions. Consider including:

Site-Specific Information:

  • Access requirements and restrictions
  • Working hours and limitations
  • Safety considerations
  • Special equipment needs
  • Client-specific requirements

Technical Requirements:

  • Specific areas requiring attention
  • Known signal issues
  • Coverage priorities
  • Equipment considerations
  • Environmental factors

Best Practices 💡​

Survey Planning​

Effective survey creation requires careful consideration of several factors:

Timing Considerations:

  • Allow adequate time for comprehensive assessment
  • Consider business hours and access restrictions
  • Account for travel time and site size
  • Plan for potential delays or complications
  • Schedule around peak business periods

Resource Requirements:

  • Assign appropriate engineering expertise
  • Ensure equipment availability
  • Consider site-specific needs
  • Plan for adequate coverage
  • Account for documentation time

Quality Assurance​

Maintain high standards through careful planning:

Documentation Requirements:

  • Complete all required fields thoroughly
  • Provide clear, detailed notes
  • Include all relevant contact information
  • Document special requirements
  • Note any access restrictions

Survey Preparation:

  • Review site documentation
  • Check equipment requirements
  • Verify access arrangements
  • Confirm team availability
  • Plan efficient survey routes

Survey Options ⚙️​

Additional configuration options available during survey creation include:

Template Customisation:

  • Adjust standard templates as needed
  • Add site-specific requirements
  • Modify measurement points
  • Include special instructions
  • Define custom parameters

Result Collection Methods:

  • Mobile app integration
  • Manual result entry
  • Photo documentation
  • Note taking capabilities
  • GPS location tracking

Return to Surveys Overview → Learn About Managing Survey Results →

Remember

Taking time to set up surveys correctly ensures efficient data collection and reliable results. Pay particular attention to accuracy in company and site information, as these details form the foundation for all survey documentation.

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