Add Surveyor

A Surveyor is an individual who administers the survey to assist in the accreditation process. Add a surveyor when you want to input information for individuals so that they can become surveyors.

To add a Surveyor, use the following steps:

  1. Go to Modules>Accreditation>Surveyor>Add Surveyor. The Add-Accreditation Surveyor page opens.
  2. Fill in the fields according to the tables below:
    Field Name Required? Description
    applicant name Required Enter the first few letters of the individual's name in the applicant name field and click the search icon. This will present a list of individuals meeting that criteria. Click the desired name from the returned list. Much of the information will be populated from the individual profile of the person chosen.
    surveyor type Optional Expand the drop-down menu and select the type of surveyor you are adding.
    surveyor status Optional Expand the drop-down menu and select the status of the newly created surveyor.
    preferred address to receive correspondence Optional Expand the drop-down menu to select which address this surveyor prefers.
    preferred method of correspondence Optional Expand the drop-down menu to select the method by which this individual prefers to be contacted.
    foreign language spoke fluently Optional Enter any languages that this individual speaks fluently.
    FieldRequiredDescription
    Availability Optional Click the check boxes next to the days of the week this surveyor is available.
    travel limitations Optional Enter any travel limitations this individual may have.
    health related allergies/ issue Optional Enter any health issues, or allergy issues this individual has.
    food preferences Optional Enter any food preferences this individual has.
    other issues Optional Enter any other relevant information that has not been covered above.
    comments Optional Enter any notes or comments about this individual.
  3. Click the Save button to add the new surveyor and go Accreditation Surveyor Profile page. Click the Cancel button the return to the previous page in netFORUM without saving your changes.