trine Help

Survey settings and templates

Manage survey templates, cadence and open-duration.

Who can use it: care-home managers and administrators.

Where to find it

Open Settings → Surveys.

How to

  1. Review the System Library survey templates (experience, food/dining, cleanliness, activities and more) and copy/edit the ones you use.
  2. Set each template's cadence (recurring reminder) and default open-duration.

What to expect

The Surveys workspace shows a "next due" per survey category; a manager clicks Start survey to launch a campaign from a template.

Related: Surveys

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Need more help? Email [email protected].