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, and mark specific questions as required so your team can't sign off on a daily report until they're answered.

Quick Answer

To customize survey questions, go to Projects > [Your Project] > Settings > Daily Reporting > Survey. Add, edit, reorder, or delete questions, check the Mandatory box next to any question you want to require, then click Save. Changes take effect the following day. Required questions must be answered before a daily report can be signed and completed.

How to Customize Survey Questions at the Project Level

Log into the Raken web app.
Click Projects and select the project you want to configure.
Click Settings in the left side menu, then select Daily Reporting.
Click the Survey tab at the top of the page.
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.
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.

Log into the Raken web app.
Click Company, then select Project templates.
Click the ellipsis (…) next to the template and select Edit.
Navigate to the Survey Questions section.
Add, edit, reorder, or delete questions as needed.
Click Save.
Return to the templates list, click the ellipsis, and select Apply to projects. Choose the relevant projects and click Apply.

How to Require Survey Questions Before Sign-Off

Mark any survey question as Mandatory to require your field team to answer it before they can sign and complete a daily report. This is ideal for safety and compliance questions — like accident reporting or site visitor logs — that you need your team actively reviewing every day, not skipping past.

At the Project Level

Log into the Raken web app.
Click Projects and select the project you want to configure.
Click Settings in the left side menu, then select Daily Reporting.
Click the Survey tab at the top of the page.
Check the box in the Mandatory column next to each question you want to require.
Click Save in the top right corner.

At the Company Template Level

Log into the Raken web app.
Click Company, then select Project templates.
Click the ellipsis (…) next to the template and select Edit.
Navigate to the Survey Questions section.
Check the box in the Mandatory column next to each question you want to require.
Click Save.
Return to the templates list, click the ellipsis, and select Apply to projects to push the required-question settings to multiple projects at once.

What the Field Team Sees

Required questions display a (Required) label and start blank instead of pre-filling to N/A. Non-required questions still pre-fill to N/A as usual. If a user tries to sign off with a required question unanswered:

On mobile, they'll see: "Complete the required survey questions before viewing and signing the report" with a Complete survey button.
On web, they'll see: "Complete the required survey questions before signing the report" with an Open survey button.

Users can save a partially completed survey and return later — the required-question check only runs when they attempt to sign off, not when they save.

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. This includes changes to which questions are marked Mandatory.

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, including any Mandatory settings, to multiple projects simultaneously.

Can subcontractors see my company's survey questions?

We're confirming the exact steps for this and will update this answer shortly. In the meantime, contact us at help@rakenapp.com and we'll walk you through your options for collaborator/subcontractor survey visibility.

Do required survey questions work offline?

Yes. Required questions behave the same offline as online — they start blank, display the Required label, and block sign-off until answered. Answers sync automatically once the device reconnects.

Can I require some questions but not others?

Yes. The Mandatory toggle is set per question, so you can require only your most important questions — like accident or safety checks — while leaving the rest optional.

Technical Specifications

Compatibility: Web app (configuration); iOS 15+, Android 10+ (field completion)
Offline Capability: Survey questions, including required questions, can be answered offline on mobile — answers sync when connection is restored
Plan Required: All plans for standard survey customization; Performance Plan required for the Mandatory (required survey question) feature
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, including Mandatory settings. Review the full template before applying.
Required survey questions require the Performance Plan.
Required questions block sign-off only — users can still save a partially completed survey and finish it later before signing.

How to Customize Daily Report Sections in Raken

How to Create and Manage Project Templates in Raken

How to Customize Report Survey Questions in Raken