Add Surveyor Information

Modules>Accreditation>Survey Area>Find, List, Query, or Add Survey>Accreditation Survey Area Profile>Surveyors Tab>surveyor information child form>Add button

Add surveyor information when you want to track one member of a survey team, including his or her role in the team and confirmation date.

To Adding Surveyor Information, use the following steps:

1. Go to Modules>Accreditation>Survey Area>Find, List, Query, or Add Survey>Accreditation Survey Area Profile>Surveyors Tab>surveyor information child form. Click the Add button. The Add-Accreditation Surveyors Area page opens.
2. Fill in the fields for the populated survey name according to the table below:

   Field Name	Required	Description
   surveyor name	Optional	Type the first few letters of the surveyor's name to see a list of matches, or use the look up icon.
   survey team	Optional	This field is read-only and populated with the user-selected survey team.
   role	Required	Select the role for this surveyor from the drop-down list.
   willing to lead?	Optional	Select this check box if this survey team member is willing to lead the team.
   confirmed?	Optional	Select this check box if this survey team member has confirmed that he or she can take part in this survey.
   confirmation date	Optional	Enter or select that date that his survey team member has confirmed that he or she can take part in this survey.
   honorarium	Optional	Enter an amount that is allowed for this surveyor's Honorarium.
   car expenses	Optional	Enter an amount that is allowed for this surveyor's car expenses.
   misc. expenses	Optional	Enter an amount that is allowed for this surveyor's other expenses.

3. Click the Save button to save your changes and return to the Accreditation Survey Area Profile page. The newly added Survey Information is now visible on the surveyor information child form. Click the Cancel button to return to the Accreditation Survey Area Profile page without saving your changes.