To receive an Annual Survey, a resident must meet specific criteria in their Service File
and
Property records
. This guide helps you verify that owner records are properly configured to:
- Appear in the Current Owner Report for bulk survey launches
- Automatically receive a Monitoring Event for rolling survey delivery
Service File Requirements
Required Value | |
Service File
Status | Current Owner |
Record Type | Ownership |
Program | Correctly populated with a Program that has Annual Surveys configured |
Applicant | Populated with correct Contact who has a valid email |
Property | Populated with correct Property |
To trigger automatic Monitoring Event creation, the Close Date on the Service File must be at least 30 days before today’s date. The daily system job checks for eligible records every night.
Property Record Requirements
Required Value | |
Status | Current Owner |
Populated with the resident’s Service File
| |
Owner | Populated with applicant Contact |
Co-Owner | Populated with co-applicant Contact |
Common Issues That Prevent Delivery
- Service File is not marked as Current Owner
- Contact is missing an email or phone number
- Applicant is not populated
- Close Date is missing or incorrect
- Program not configured for Annual Surveys
- Monitoring Event already exists or submitted