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How to Set-Up COVID-19 Survey Template
How to Set-Up COVID-19 Survey Template

Add COVID-19 documentation to your daily reports

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Written by Developer Developer
Updated over a year ago

We’ve added a new daily survey template with distinct COVID-19 safety questions to help you and your project team improve communication and documentation during this uncertain time. 

Steps to use the new COVID-19 survey template:

  1. Sign in to the Raken Web App

  2. Click on the "Company" tab at the top of the page

  3. Select the Project Templates button

  4. Click the menu button on the right side of the template titled "Default+COVID-19"

  5. Click "Apply to Projects"

  6. Click on "Select projects" box to expand the dropdown 

  7. Use the checkboxes to select the projects you would like to use the template on

  8. Click "Apply"

Applying a new template will reset all existing project settings, so be sure to update your automatic email distribution list before applying the template. If you forgot to do this before applying the template, that's okay, you can go into your project settings to update your email list.

Once you’ve added the template, it will show up the following day (so if you activate it Tuesday, it will be ready to go on Wednesday morning).

Steps to use the COVID-19 template with your subcontractors: 

  1. Click the menu button on the right side of the template titled "Default+COVID-19"

  2. In the window that appears click the dropdown titled "Survey Questions"

  3. Click on the word "Subcontractors" 

  4. Check the blue checkbox next to "Include my company's survey questions"

  5. Press "Save" 

  6. Click the menu button on the right side of the template titled "Default+COVID-19"

  7. Click on "Select projects" box to expand the dropdown 

  8. Use the checkboxes to select the projects you would like to use the template on

  9. Click "Apply"

By applying this template, you will now have access to the default questions Raken provides and the COVID-19 questions. Once you’ve added the template, it will show up the following day (so if you activate it Tuesday, it will be ready to go on Wednesday morning).

Basic plan users: The new template is available for free to help keep the safety of you and your team as a top priority.

Professional and Performance users: The new template is accessible through both your project and company settings tabs. You can use it as is or add, remove, and customize the questions to fit your needs.

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