On receipt of a survey Subscription, the EP is to complete the following steps:
- Select ‘Create survey’
- Select or create a client (if existing client in ARM, select relevant organisation. If new client, select ‘Create a new client’ + complete details)
- Select or create a client contact
- Select ‘Next’
- Review client details if required
- Select ‘Next’
- Select survey type – ‘SRS – Standard’
- Select surveys according to client subscription
- SRS – Child Care (Parent), SRS -Staff, SRS – Parent, SRS – Student, SRS – Student Exit (Parent), SRS Exit (Student)
- View survey expiry date
NB: Survey subscription is set for the school/centre calendar year and extending the date is not recommended.
- Select ‘Create’
- Insert survey fees as advertised on the MYP website (Australia includes GST; NZ no GST; United Kingdom +VAT if applicable)
- Insert payment terms
- Click ‘Email to school’
- Click ‘Finish’
Customise survey name, login + reminder emails
An EP has the ability to re-name a survey, login and reminder email headings at a client request. This may be required where a school has two campuses requiring separate and easily identifiable surveys. To change the name of the survey, the EP must follow the steps above but select ‘Email to self’ instead of ‘Email to school’.
- Select ‘SRS’
- Select ‘Administer survey’
- Identify required survey
- Select ‘Edit’
- Select ‘Rename survey’
- Change name of survey, login email + reminder email as required
- Select ‘Save’
- Select ‘Send school email’
- Fill in pricing
- Select ‘Email to school’ (this will send the subscription confirmation email)
- Select ‘Finish’
NB: If the name change occurs after the survey has been set up but prior to the survey being locked, follow the instructions above but do not select ‘Email to school’.
Subscription confirmation
- The EP will receive both an onscreen confirmation that the email has been sent + an automated record will be created in the ARM history of the client.
- The client will receive a subscription email confirming:
- Survey subscription details
- Subscription period
- Survey fees and terms
- Administrator password
- Link to online SRS set-up
- EP contact details
NB: The subscription confirmation email is not an invoice. The EP is responsible for forwarding the relevant invoice including GST or VAT (if applicable) to their client as per their standard professional process.