Editing Surveys

Reopen completed surveys to make additional edits or changes

Method 1

  1. Navigate to Tasks on the left and select Completed Tasks in the Tasks filter 
    1. Learn more about finding the required task



  2. Selecting the required Task in the list will bring you to the Task Detail screen
  3. Scroll the screen to the Survey Details field and click the pen icon to edit the completed survey 
  4. Apply the required changes and click SAVE (or click CANCEL to cancel the editing)

Method 2

  1. Click Cases at the left navigation and select the required case in the list 
  2. Selecting the case will bring you to the Case Detail screen
  3. Select the required completed survey in the Patient Progress field and click EDIT at the top right of the field
  4. Apply the required changes and click SAVE (or click CANCEL to cancel the editing)

 

Under the survey name on Case Detail screen (or at the top right of the Survey Details field on Tasks Details page) you can see:

 

  • the person who applied the changes
  • the current version of the survey answers
  • the date of the last update
    • Clicking on the date will show you more details of each survey update including the changes made to the survey answers