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:
| 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. |
| Field | Required | Description |
|---|---|---|
| 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. |