North America: 855.517.2193  Worldwide: +1.503.517.4293

Edit Survey

Users who are Editors or Managers can edit Surveys, but selecting the survey name with a pencil icon. This will display the Edit Survey form.
Edit Survey Link
The Edit Survey form displays the current data in each field. You can add, edit, and delete data.
Edit Survey
  • Survey Status
    There are four status options: Open, Pending, Passed, and Closed.
  • Survey Name
    Enter a label to easily reference the Survey.
  • Facility
    Choose the Facility where the Survey was conducted.
  • Buildings
    If the Survey concerns only certain buildings at the Facility, choose them here. This list can be customized in Library > Buildings.
  • Category
    This is the regulatory type of survey. Lextree defaults to "F - Inspection of Care"
  • Survey Type
    Choose Health or Fire.
  • Custom Survey Category
    If Custom Survey Categories are created in Admin > Custom Survey Categories, then those options are available here.
  • Multiple Construction - (A and B)
    This is data from the CMS 2567 Survey form.
  • Date Started
    Enter the start of the Survey.
  • Date Ended
    Enter the date the Survey ended. This is required. Lextree uses this date to calculate the 10 day response date.
  • Date Received
    Enter the date your organization received the Survey.
  • Authority
    Enter the Survey Authority which completed the Survey. This is a cutomizable list in Libraries > Authorities.
  • Authority Contact
    The individual with the Survey Authority who performed the Survey.
  • Signer
    The person listed on the CMS 2567 as the signer.
  • Date Signed
    The date on the Survey when it was signed.
  • Keywords
    If Keywords for Surveys exist in Libraries > Keywords, then they are available here.
  • Groups
    Only users that are in the Survey's groups have access to the Survey. Users can only select Groups of which they are members.
  • Responsible Person
    Designate a person responsible for the Survey.
  • Send Alert
    Choose to add or modify the alert for the Survey. With this checkbox selected, when you choose Submit, Lextree will display a form with options for the alert.
  • Address
    10260 SW Greenburg Road, 4th floor Portland OR 97223
  • US Phone
  • Global Phone
    + 1.503.517.4293‬
  • Email
    This email address is being protected from spambots. You need JavaScript enabled to view it.