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View a Completed Survey
Updated over 4 months ago

Once a client survey is completed, you can view the results in Canopy.

View a Completed Survey

1. Click Work on the global navigation bar and then Resolution Cases.

A panel slides in from the left.

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2. Select a Resolution Case Name from the list.

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3. Click Client Survey in the Work column.

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4. On the Client Survey screen, visit each section to see the client’s responses.

To view additional options on survey data and access, click Survey Options under the three stacked dots.

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