How to Share Surveys in OpenFIT

Sharing Surveys and Collecting feedback from Clients and Collateral Raters OpenFIT allows you to share a secure confidential link to a survey with a client or collateral raters. Then can then complete that survey on their smartphone. tablet or computer.

There are four ways to share securely a survey with a client or collateral rater. 

1: Share by SMS text message

2. Share by email

3. Share by QR code

4: Share by posting a link into an online meeting such as Teams, Zoom or other app.

 Note: If you are planning to share a survey via SMS or Email to a Client or Collateral Rater you will need to have their email or smartphone number. 

You can add that when you share the survey but it’s best to add their mobile phone number and/or email to their details when creating the Client or Collateral record. 

You can also use the Edit Client or Edit Collateral rater function to add a phone number to an existing record. 

See screenshot below or review the topics Adding Clients to Cases or Editing Client Details or click here for details.

Please review the following sections for step by step instructions in sharing surveys with clients and collateral raters.

Collecting Feedback - The Sharing Survey screen

Collecting Feedback - The Share With screen