The ORS provides subscriber staff with the ability to track their survey tours including dates sent and emails accessed within this module. In addition, the ORS triggers an automated email notification to subscriber staff when a client has accessed a tour. This serves as a reminder to subscriber staff to follow-up with the client and confirm an actual survey date if required.
The tracking process is as follows:
- Select ‘Track tours’
- Select ‘Tour type’
- Enter ‘Organisation name’
- Select ‘Tours sent after date’
- Select ‘Tour status’ (All tours, Accessed tours only, Not accessed tours only, Archived tours only)
- Select ‘Sort by’ (Name, Emailed, Accessed)
- View relevant tour status
- Action options – ‘Resend’ or ‘Archive’
- Select ‘Finish’