Person Information Tab in Surveys

In this article, we will review how to configure the Person Info tab. In an Effort, Survey questions and personal information are separated into two tabs, which allow Workers to have more flexibility when collecting information. Workers can simply collect personal information, questions, dispositions, and/or a combination. 

Configure Person Information Fields

To configure the personal information and custom fields while creating a new Survey, create a new Survey (how to) and click on the Person Info tab to set up the list of fields for the Effort. 

  • Checking a field will activate the field collection in the personal information form on mobile devices.
  • Checking on/off on the Required column will configure mandatory/optional for a selected field

Upon launch, the Hotspot effort will be available for workers to start to collect information.