Survey Management

Admin users may review, add and update groups at Admin > Groups. Groups are assigned to both user accounts and survey records to determine which users can access which records. Only user accounts assigned to the Editor or Reader roles have access to survey records and may be assigned to groups. For example, users assigned to Group A will have access to all surveys assigned to Group A.

Lextree will guide you through the initial set up after you create an account.

The Keywords library allows you to create semi-structured data that users can choose to apply to Facilities, Surveys, and Documents.

A Library in Lextree is a collection of data that users can copy to perform a variety of functions in Lextree. Libraries improve efficiency and quality by providing more consistent information. There are several libraries in Lextree.

My Account displays who the Lextree administrator is in your organization. It is also where you can change your password and email address.

Organization and Facilities allows you to manage the parent organization for your Facilities. It is also where you can add additional Facilities to your subscription.

The Plan of Correction Library allows you to develop POC templates that users can select when they draft a Plan of Correction for a Deficiency. POCs in the library are tied to specific F-Tags. Select Add Plan of Correction to Library to create a new POC template.

Recipients receive Lextree alerts. They do not have access to Lextree unless they are also a user. All users are recipients, but not all recipients are users.

There are many reports available in Lextree under the Reports menu. Each report type comes with several options.

Create an account on Lextree for the free trial. No credit card required.

When you select start from the Assigned to Me page, Lextree will display the appropriate page to complete the task: Draft POC, Comment on Survey, Upload Document, or Other.

Orders is where you can track all your subscriptions and purchases, including the annual base subscription and access to additional facilities. Licensing is subscription based with unlimited users.

The Survey Types library allows you to further classify surveys beyond Fire and Health, which Lextree already includes.

The Surveys page gives you access to the all the Surveys from the Groups to which an administrator assigned you. To see the Survey click on its name: the blue link. To see the Facility details, click the Facility name in blue.

The Task Library provides users with an easy to select common tasks for a survey.

The Task menu gives you access to several functions. There are three menus under Tasks in the menubar.

View all tasks assigned to you by other users or yourself. Tasks are categorized as Open, In Progress, Declined, Completed, and Cancelled.

The Requested by Me page displays tasks which you have assigned to other users or to yourself. You can cancel a task which you initiated by selecting cancel.

To manage users in your organization, navigate to Admin > Users. This page displays all users in your organization. You can add new users by selecting the Add User button. There are several important elements of each user’s profile.

On the Facility Details page, you can view information about the Facility and its Surveys.