Download Energy Audits - Weatherization Assistance Program Technical

Transcript
Clients
purposes. If these data columns become visible, they may have their column widths
collapsed to zero in order to hide them.
6.7 Surveys (Client)
The Surveys tab under the Client Main Menu item is used to copy blank predefined surveys (see Section 5.4, "Surveys (Agency)") to the client record for
completion during a client interview. You may associate as many pre-defined surveys
to the client as you wish. A survey is associated with the client by first using the
"which Survey to Create" combo box list to select the survey you wish to create, then
selecting the "Create New Survey" button on the lower right of the form to actually
create and display the blank survey. The Survey Name will appear in the field at the
top of the form. Caution, the program will allow you to create more than one copy
of the same survey for the same client, possibly creating confusion. Unwanted copies
of surveys may be eliminated using the Del button on the Survey Record Navigation
Block.
The Surveys form
Chapter Six • 73