Overview
To create a Site Survey Template, navigate to Templates > Site Survey Templates and click 
. You can also set up Site Surveys within a Job Template. Navigate to Job Templates > Safety > Site Surveys to add surveys that will automatically apply whenever you create a new job using that template.
Click + Add your first Topic followed by a Name, for example, 'Site Conditions'. Click 
, select the Type of response, Question and whether it is Required to be answered in the survey.
ℹ️ The template will automatically be in draft status until you are ready to publish.
Once you’ve completed your questions, you can hold-and-drag the 
icon to reorder them, or delete any that aren’t required.
💡As you build your survey template, you can view a live display of the survey on the right-hand side.
Once your survey is complete, update the status to Published and Save. Once published, you can begin to use it in a Job.