Add a Survey

Modules>Accreditation>Accreditation Area>Find, List, Query, or Add Application or Accreditation Area>Accreditation Area Profile>Survey Tab>survey child form>Add button

When you click the Add button on the survey child form, the Add-Accreditation Survey Area page opens. In netFORUM, surveys are also called survey areas. A Survey Area is an area of focus that will be examined to determine whether an institution is worthy of Accreditation. Examples of survey areas include curriculum, campus, staff, etc.

To Add a Survey Area, use the following steps:

1. Go to Modules>Accreditation>Accreditation Area>Find, List, Query, or Add Application or Accreditation Area>Accreditation Area Profile>Survey Tab>survey child form.
2. Click the Add button. The Add-Accreditation Survey Area page opens.
3. Fill in the fields in the Survey – Add section as described in the table below:

   Field	Required	Description
   accreditation	Required	Populates automatically with the accreditation program description.
   organization	Optional	Populates automatically with the name of the organization seeking accreditation.
   survey name	Required	Enter a friendly name for the survey.
   survey type	Required	Select a survey type from the drop-down list.
   survey team	Optional	Enter the first few letters of the team name to see a list of matches. Or use the look up icon.
   survey scope	Optional	Select a survey scope from the drop-down list.
   number of days	Optional	Once you select a survey scope, the number of days for this scope automatically appears.
   number of surveyors	Optional	Once you select a survey scope, the number of surveyors for this scope automatically appears.

4. In the Survey Fee(s) Section, select the check box beside each fee that applies.
5. Click the total button. The total cost for all the fees updates.
6. Select a confirmation method by clicking one or both of the following check boxes:
   • send fax confirmation
   • send e-mail confirmation
7. Fill in the Invoice Section as described in the table below:

   Field Name	Required	Description
   invoice batch	Required	Select an existing batch form the drop-down list or add a new batch by clicking the add icon.
   invoice type	Required	Select the type of payment from the drop-down list. Depending on what type you select, you will see some or all of the fields below.
   po number	Optional	Enter a po number. Enter up to 50 characters, numbers or letters.
   payment amount	Required	Enter the amount of the payment received.
   payment method	Required	Select a payment method from the drop-down list. Depending on what payment method you select, you see some of the fields in the table in step 3.

8. Fill in the Payment Section as described in the table below. Depending on the payment method you choose, you see some of the following fields but never all of them.

   Payment Method	Field Name	Required	Description
   cash	reference number	Optional	Enter an optional tracking number for cash payments.
   check / TeleCheck	name on check	Required	Enter the full name on the check.
   check / TeleCheck	check number	Required	Enter the number on the check.
   TeleCheck	account number	Required	Enter the checking account number.
   TeleCheck	routing number	Required	Enter the nine-digit routing number.
   credit	cardholder's name	Required	Enter the full name on the card.
   credit	card number	Required	Enter the full credit card number.
   credit	expiration date	Required	Select an expiration date.
   credit	CVV	Optional	Enter the credit card security code from the back of the card.
   credit / TeleCheck	cc/check street address	Optional	Check the existing address.
   credit / TeleCheck	cc/check city	Optional	Check the existing city.
   credit	cc/check state & zipcode	Optional	Check the existing city and zipcode.
   TeleCheck	cc/check zipcode	Optional	Check the existing zipcode.
   TeleCheck	drivers license number	Optional	Enter the check holder's drivers license number.
   TeleCheck	social security number	Optional	Enter the check holder's social security number.
   credit / TeleCheck	cc/check email	Optional	Check the existing email address.

9. Click the Save button to add the survey area and return to the Accreditation Area Profile. Click the Cancel button to return to the Accreditation Area Profile without saving your changes.