Demographic Survey Upload

The demographic survey informs client profiles globally across your CareSuite organization

Once you have created your demographic survey and downloaded it in XML format, you will need to upload it into CareSuite to begin collecting client profile data within the platform. The steps below will help you upload the demographic survey in CS Admin.

ℹ️ You must be a System Administrator to upload and update an organizations demographic survey

⚠️ Modification of a demographic survey has implications for all client profiles collected in an organization. Proceed with caution when updating this survey.

Instructions

General:

1. Build your survey in Kobotoolbox (or your preferred application)

Refer to Kobotoolbox Sample Survey Builds to support your survey-building design

1. Download your survey in XML Format

2. Login to CS Admin

3. Click into Organization Settings

4. Click on Demographic Survey

5. Choose XMLFile

6. Click Upload Demographic Survey