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Knowledge base | Surventrix

What can we help you with today? Adding offices to your organisation. Creating your own templates. How to update a report.

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What can we help you with today? Adding offices to your organisation. Creating your own templates. How to update a report.
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Knowledge base | Surventrix | help.surventrix.net Reviews

https://help.surventrix.net

What can we help you with today? Adding offices to your organisation. Creating your own templates. How to update a report.

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help.surventrix.net help.surventrix.net
1

Knowledge base | Surventrix

http://help.surventrix.net/knowledge_base/topics/how-to-update-a-report

How to update a report. How to update a report. Locate the instruction you want to work on, then click on the Report Status. Tab in the sub navigation beneath the address of the property. This will take you to the report status. To make updates to the report click on the Edit Report. Button near the top of the page. This will take you to the report editor. You can navigate through the fields using the TAB. Was this article helpful? 47; No , I want to contact support.

2

Knowledge base | Surventrix

http://help.surventrix.net/knowledge_base/topics/your-dashboard

You can locate your dashboard (home screen), by clicking the Surventrix logo in the top left of your screen. The dashboard is a list of all instructions your organisation has access to. Instructions can be live, archived, cancelled or put on hold. Use the filters provided to get a more customized view of your instructions - filters are particularly useful when you have a lot of instructions to manage. You must be signed in to access your dashboard. Was this article helpful?

3

Knowledge base | Surventrix

http://help.surventrix.net/knowledge_base/topics/creating-your-own-templates

Creating your own templates. Creating your own templates. You can create your own templates on the Surventrix system using Microsoft Word. The template creation process has a few steps to be aware of:. Create your template using word. Add your merge fields to your template. Upload your template into Surventrix. Define your custom fields. We have created a handy guide for you to learn about the template creation process with a complete list of Surventrix fields you can use on your template.

4

Knowledge base | Surventrix

http://help.surventrix.net/knowledge_base/topics/adding-offices-to-your-organisation

Adding offices to your organisation. Adding offices to your organisation. Your offices represent your coverage area, so it's important to ensure you have them all set up correctly to receive job offers. Having all your offices setup will improve your chances of getting more instructions. In the top navigation click on the Settings. This will bring up your organisation settings, then click on the offices link. You will see a list of current offices and you can also create a new office.

5

Knowledge base | Surventrix

http://help.surventrix.net/knowledge_base/topics/mastering-markdown

Markdown is a lightweight and easy-to-use syntax for styling your text on the Surventrix platform. Specifically there are 2 areas where markdown support is available:. Filling out multi line text fields in reports. Adding comments on instructions. Markdown is a way to style text on the web. You control the display of the text; formatting words as bold or italic and creating lists. Markdown is just regular text with a few non-alphabetic characters e.g. # or *. Item 1 * Item 2 * Item 2a * Item 2b. As a vac...

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blog.surventrix.net blog.surventrix.net

Major Upgrade to Report System – Friday 18th July 2014 – Surventrix Blog

http://blog.surventrix.net/2014/07/14/Upgrade.html

Major Upgrade to Report System Friday 18th July 2014. 14 Jul 2014 All blog entries. Thanks for all your feedback. Following nearly a year’s experience we have made significant improvements to the system for creating and filling out survey reports. This brand new template engine has two main aims:. The ability to create better lender report templates with improved layouts. We will be monitoring the system to quickly address any issues promptly. Thanks once again for your support.

blog.surventrix.net blog.surventrix.net

Improved help site – Surventrix Blog

http://blog.surventrix.net/2014/10/10/Improved-Help-Site.html

10 Oct 2014 All blog entries. We have just updated our help site over at http:/ help.surventrix.net. We have listed the most common issues our users are having with Surventrix, we will be improving our help site with more articles over the next few months. Please let us know if there is any articles you wish to see on our help site by sending us an email at support@surventrix.com. Http:/ help.surventrix.net. Having trouble with our site?

blog.surventrix.net blog.surventrix.net

Updates to report layout – Surventrix Blog

http://blog.surventrix.net/2016/07/26/updated-report-layout.html

Updates to report layout. 26 Jul 2016 All blog entries. We have made some updates on the report layout and how they are completed. We have reverted to the list view - which many of you are familiar with already. These changes will be phased in over the next month. We hope that you will find this process much smoother. Over the next year we will be making more improvements as to how reports are filled in, reviewed, compliance checked and a host of other things. Http:/ help.surventrix.net.

blog.surventrix.net blog.surventrix.net

Billing updates – Surventrix Blog

http://blog.surventrix.net/2014/10/17/billing.html

17 Oct 2014 All blog entries. As we develop, we’ll be adding an extensive range of other report types. Each will be priced individually, and we’ll let you know the charges as we add them. We have ambitious plans to expand the Surventrix platform and exciting developments in the pipeline with new lenders joining the service in 2015. Many thanks for your support. Http:/ help.surventrix.net. Having trouble with our site?

blog.surventrix.net blog.surventrix.net

New Report Writer – Surventrix Blog

http://blog.surventrix.net/2014/07/21/New-Updates.html

21 Jul 2014 All blog entries. We have successfully migrated our templates to a new and improved system. This means reports are now easier to fill out and the flexibility in our templates has improved massively. If you experience any issues please contact us at support@surventrix.com so we can address them for you. Just a reminder that any uncompleted reports before this weekend will now have some data missing, so make sure to check your reports. Some fields may need to be filled out again. Navigate betwe...

blog.surventrix.net blog.surventrix.net

Maps everywhere – Surventrix Blog

http://blog.surventrix.net/2014/09/24/Maps.html

24 Sep 2014 All blog entries. We’ve been hard at work building you a better Surventrix experience. You may have noticed maps appearing at the bottom of every instruction. Maps are already being used in our system for finding Surveyors suitable for instructions, we have a few more ideas on how we will integrate maps in a few more places in Surventrix. We are working really hard over the next few days to make sure all the archived instructions have accurate maps. Http:/ help.surventrix.net.

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About us - Surventrix

https://surventrix.net/about

About Surventrix Easier Smarter = Happier. Technology should be simple, useful and empowering. All businesses should be able to harness the benefits of well thought-through technology to make things faster, easier and more efficient. At Surventrix we are developing tools that help and empower you to take control of all or part of your business process flow, so that you and your people can concentrate on what matters. Easier smarter = happier. 2016 Surventrix Systems Ltd.

blog.surventrix.net blog.surventrix.net

Updated user interface – Surventrix Blog

http://blog.surventrix.net/2014/09/22/ImprovedLookAndFeel.html

22 Sep 2014 All blog entries. We’ve been hard at work building you a better Surventrix experience. Today, when you log into your Surventrix account, you’ll see a new updated instruction overview. Our aim is to make the most important information more prominent. Over the next few months, we’ll be focused on fixing bugs and adding new features, so please tell us what you think and report any issues to support@surventrix.com. Http:/ help.surventrix.net. Having trouble with our site?

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Knowledge base | Surventrix

What can we help you with today? Adding offices to your organisation. Creating your own templates. How to update a report.

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