Annual Survey Prep Checklist

Organizations that send out Annual Surveys via Fixed-Date Launch should complete a short set of review steps each year to ensure a smooth rollout and accurate delivery across your current ownership records.

Annual Survey Preparation Tasks

1. Review Survey Questions

Refer to the Annual Survey tab in your onboarding document to confirm whether any updates are needed to survey questions or options.

Changes to survey questions require assistance from Public House. Contact support@public.house to request updates.

2. Review Your Configuration and Communications

In the Public House App, under your Program’s Annual Survey tab, review:

• Instructions
• Attestation
• Digital Signature

See the Configuring Annual Surveys for assistance.

Then, review your communication templates under Program → Communication Templates:

• Annual Survey Reminder
• Annual Survey Past Due

3. Confirm Required Documents

Refer to the Required Document Templates report to review which uploads are required during the survey. Your Annual Survey documents will have the Location set to: Occupancy Certification

If you need to add or update upload requirements, see:  Creating Required Documents

4. Review Your Current Owner Report

Make sure all current owners who are required to submit an Annual Survey are included. Check for:

• New Owners not appearing
• Past Owners still appearing
• Missing emails
• Correct Program

For missing owners, see Annual Survey Owner Criteria for key owner Service File and Property requirements.

5. Test Your Survey Setup (Recommended)

It’s a good idea to schedule time each year to test your surveys before sending them to all owners.

Create a test record (See Creating Test Records) and walk through the full survey experience. Confirm:

• Reminder emails are received
• Resident Portal access works
• Surveys, document uploads, attestation, and signature steps appear and function as expected

Need help creating test records? Just reach out to support@public.house.