Surveys Overview

Surveys Module enables creation, grouping and deployment of structured questionnaires to collect operational, compliance and feedback data across Tasks, Suppliers and Resources via Work & Access and Supply Chain Survey Templates.

Core elements below: Survey Categories, Work & Access Survey Templates, Supply Chain Survey Templates and Survey Preferences. Each governs how surveys are organized, targeted and executed in MRI Evolution, Evolution Connect and Evolution Reach.

Typical usage:

  • Define categories to segment survey purpose (compliance, satisfaction, access requirements, training evaluations).
  • Create templates for work/access requirements tied to Tasks and appointments (e.g. pre‑visit risk, access logistics).
  • Issue health & safety checklists (e.g. PPE compliance, site readiness).
  • Conduct supplier performance benchmarking and ongoing certification reviews.
  • Validate resource competency (skills, licences, refresher training needs).
  • Capture post‑Task / post‑service satisfaction feedback for quality improvement.
  • Run onboarding / induction assessments for new staff or contractors.
  • Perform access control or risk assessment questionnaires for sensitive areas.
  • Gather environmental / sustainability monitoring data (energy, waste, emissions) via structured forms.
  • Facilitate regulatory attestations (e.g. compliance confirmations, annual policy acknowledgements).
  • Adjust preferences to control distribution, visibility, cadence and response handling.

Outcomes & value: Standardised data capture, improved compliance tracking, actionable performance insights and central governance through Survey Preferences.

Settings > Surveys

Icon Feature Description
Survey Categories Survey Categories provide a simple way to group related surveys (for example: Customer Satisfaction, Post‑Implementation Review, Annual Compliance). Clear classification improves find-ability and reporting consistency.
Supply Chain Survey Templates Supply Chain Survey Templates provide a structured framework for collecting information from Suppliers and Resources within Evolution. These templates allow you to create standardized questionnaires that can be deployed for various supply chain management purposes, such as supplier onboarding, compliance verification, health and safety assessments, and resource credential checks.
Work & Access Survey Templates Work and Access Survey Templates provide comprehensive compliance and safety management frameworks that control task execution requirements across the complete Evolution ecosystem. This sophisticated survey governance system defines mandatory requirements for site access and work completion, enabling organizations to enforce safety protocols, access controls, and compliance standards through configurable survey requirements that integrate seamlessly with assignment processes, mobile applications, contractor systems, and task completion workflows, ensuring regulatory compliance and operational safety across all facility management activities.
Survey Preferences Survey Preferences allows administrators to configure system-wide survey behaviour, including guest access controls, response requirements, and survey expiration settings. This configuration interface provides centralized management of survey functionality and security parameters to ensure consistent survey operations across the organization.