Bulk survey editor

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To update multiple surveys' statuses or project managers at once:

  1. Navigate to the classic view tab > surveys.

  2. Select the checkbox beside each survey you want to edit.

  3. Select one of the following actions from the bottom action menu.

Edit

  1. Click edit to change the surveys' statuses or project manager.

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    This edit multiple surveys dialog displays.

  2. Update either the project manager or status (or both).

  3. Select confirm changes to complete edits. Once the changes have been processed, an update confirming the changes will appear in the same window.

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  4. Click done.

Copy IDs

Click copy IDs button to copy the list of survey numbers to your clipboard.

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Export CSV

Click export CSV button to download a .csv file with high-level stats for each of the selected surveys.

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Get cost summary

Downloads a spreadsheet that lists a breakdown of all cost the selected surveys.

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If desired, enter the date range and PO number. If left blank the whole date range and all POs will be pulled for the selected surveys.

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The cost summary report displays.

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