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How to Customize Report Survey Questions in Raken

In this article, learn how to add, edit, reorder, and delete daily survey questions in Raken at the project level and company template level.

Written by Carolina Manos
Updated this week

Daily survey questions help you capture consistent information from your field team every day — safety checks, delays, quality observations, and more. Raken lets you add, edit, reorder, and delete survey questions at the project and company template level to match exactly what your projects require.


Quick Answer

To customize survey questions, go to Projects > [Your Project] > Settings > Daily Reporting > Survey. Add, edit, reorder, or delete questions, then click Save. Changes take effect the following day.


How to Customize Survey Questions at the Project Level

  1. Log into the Raken web app.

  2. Click Projects and select the project you want to configure.

  3. Click Settings in the left side menu, then select Daily Reporting.

  4. Click the Survey tab at the top of the page.

  5. Make your changes:

    • Add a question — select a category at the top of the list, type your question, and click the green + button to the right.

    • Reorder questions — click and drag a question using the handle (five lines) next to the question number.

    • Delete a question — click the trash can icon to the right of the question.

  6. Click Save in the top right corner.


How to Customize Survey Questions at the Company Template Level

To apply the same survey questions across multiple projects, update a Project Template.

  1. Log into the Raken web app.

  2. Click Company, then select Project templates.

  3. Click the ellipsis (…) next to the template and select Edit.

  4. Navigate to the Survey Questions section.

  5. Add, edit, reorder, or delete questions as needed.

  6. Click Save.

  7. Return to the templates list, click the ellipsis, and select Apply to projects. Choose the relevant projects and click Apply.

Note: You can also include your company's survey questions on Collaborator (subcontractor) reports by enabling the option under the Subcontractors tab in the Survey Questions section of the template.


Troubleshooting & FAQ

My new survey questions aren't showing in the field yet — why?

Survey question changes take effect the following day. If you saved changes today, they will appear in the field app starting tomorrow.

Can I apply the same survey questions to multiple projects at once?

Yes. Update the survey questions in a Project Template and use Apply to projects to push the change to multiple projects simultaneously.

Can subcontractors see my company's survey questions?

Yes, if you enable the option. In the Project Template editor, navigate to Survey Questions and click the Subcontractors tab. Check Include my company's survey questions and save.


Technical Specifications

  • Compatibility: Web app (configuration); iOS 15+, Android 10+ (field completion)

  • Offline Capability: Survey questions can be answered offline on mobile — answers sync when connection is restored

  • Plan Required: All plans; Performance Plan required to create fully customized templates

  • Role Required: Account Administrator or Project Administrator


Considerations

  • Survey question changes take effect the following day — plan ahead if you need them active for an upcoming shift.

  • Applying a template to a project resets all existing survey questions for that project to the template's configuration. Review the full template before applying.


More Questions?

Feel free to email us or call us at +1 866-438-0646. We're always glad to answer your questions!

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