Creating Pre-Shift Surveys

Use Pre-Shift Surveys to capture information and feedback from your team in correlation with their scheduled shifts.

Pre-Shift survey is an account-wide setting that while "ON", will apply to all users and shifts for the account.

Pre-Shift Surveys are great when you need input or response from the team. Consider using Open/Close checklists, if that makes more sense for your team's workflow.

Important
The following settings can only be updated while on the Prospr Web App.

1) Navigate to “Scheduling” > “Surveys”.

2) Build your desired survey with the Survey Editor.

Build English/Spanish versions, as needed.

Question types: Yes/No, Free input, Choose one, Choose multiple.

Determine if a specific, "problematic" response should trigger an alert to the Manager.

3) Once the builder is configured to your needs, check the box under “Enable Pre-Shift Health Check?”.

4) Determine your preferred timing, notifications, and reminders.

To pull your Pre-Shift Survey responses, return to this section and build a Report for the desired timeframe, Locations, Teams, and/or Team members. Then hit “Download”.