The TRS is an online survey and should be completed online wherever possible. In rare circumstances, your client may require a limited number of hard copy surveys for staff who are unable to access a computer i.e. field staff, construction workers.
Tasks + recommended timeframes
| Task |
Recommended timeframe |
| Survey administrator to complete hard-copy Administration Set-up Form |
8 days prior to TRS commencement date |
| «Organisation» to send survey notification to staff |
7 days prior to TRS commencement date |
| Survey administrator to complete all online survey administration components and lock survey |
2 business days prior to TRS commencement date |
| «Subscriber organisation» to download hard copy survey for distribution to all staff without email access i.e. field staff |
TRS commencement date |
| «Subscriber organisation» to email online surveys and survey instructions to all staff with email access |
TRS commencement date |
| Staff to complete the survey |
TRS completion date |
| «Organisation» to mail all hard copies of completed surveys to «Subscriber organisation» |
TRS completion date |
| «Subscriber organisation» to upload hard copy survey responses and collate survey results |
Completion date + 6 days |
| «Subscriber organisation» to provide survey report/s to «Organisation» |
Completion date + 10 days |
The following steps elaborate on the required procedure once the survey has been locked.
Once the survey is locked:
Download survey hard copy
- Select ‘Administer surveys’
- Identify the relevant TRS + select ‘Monitor’
- Select the ‘Hard copy’ button
- Download the hard copy survey by selecting ‘Download’
- Print required number of copies and forward to you client for distribution to staff (or forward the file to your client for printing and distribution)
- Remind client that completed copies need to be returned to you on the survey completion date and follow-up
Upload completed hard copies
- Select ‘Administer surveys’
- Identify the relevant TRS + select ‘Monitor’
- Select the ‘Hard copy’ button
- Select the ‘Upload’ button
- Enter data as recorded on the hard copy + select ‘Submit’
- Repeat the above for every hard copy survey. When all hard copies are uploaded, select ‘Confirm’.
NB:
- Mixed respondent option must be selected in the initial survey set-up
- Hard copy surveys can only be downloaded by the subscriber business
- Hard copy surveys should be completed during the survey period
- Hard copies cannot be uploaded until the survey start
- Hard copies may be uploaded after the survey close date until the ‘Confirm’ button is selected
- When the ‘Confirm’ button has been selected, no further surveys can be uploaded
- Report generation can be requested after ‘Confirm’ button has been selected