Manage Site Survey Lookup

Manage Site Survey Lookups

The Manage Site Survey Lookups section allows QwikSell administrators to manage predefined dropdown lists used throughout the Site Survey module.
These lookup values standardize survey data entry, ensuring consistency across all customer assessments, quotes, and reporting.

Lookups include customizable options such as authentication methods, appliance types, connection types, and more — giving administrators full control over the terminology used across the platform.

Accessing Site Survey Lookups

• Navigate to Administration from the main menu.
• Select Manage Site Survey Lookups.
• Choose a lookup category from the Select Lookup dropdown menu.

Lookup Categories

Administrators can select from multiple categories depending on which data field they want to modify.
Common lookup types include:

• 2FA Method – Methods of two-factor authentication (e.g., SMS, Authenticator App, Email Link).
• Appliance Type – Categories of client hardware or network devices.
• Hosted Service Types – Cloud-hosted solutions such as Office 365, Azure, or Web Hosting.
• Internet Connection Type – Service delivery methods like Fiber, DSL, or Wireless.
• MS Office License Type – Options for Microsoft licensing (Business Basic, E3, etc.).
• Printer Connection Type – USB, Network, or Wireless configurations.
• Printer Types – Desktop, MFP, or Wide Format printers.
• Server Environment – Server deployment types (Physical, Virtual, Cloud).
• Workstation Types – Desktop, Laptop, or Thin Client devices.

Tip: Use descriptive, consistent naming for each lookup value to make survey data easier to filter and report on.

Lookup Management Options

Once a lookup type is selected, the system displays all current values associated with that category.
Each row includes:

• Value – The name of the lookup option displayed in dropdown menus.
• Active – Indicates whether the option is available for use.
• Options – Edit or Delete icons for quick updates.

Actions Available

Editing a Lookup Value

• Click the pencil icon beside a value.
• The Edit Lookup Value window opens.
• Update the value name as needed.
• Click Save to apply the change.

Adding a New Lookup Value

• Click New at the top right.
• Enter the new Value (e.g., “QR Code” or “Biometrics”).
• Click Save to add it to the selected lookup category.

The new option will immediately appear in related dropdown menus across QwikSell.

Show Deleted & Export Options

• Show Deleted: Toggle this setting to view inactive or previously deleted lookup values.
• Export: Click Export to generate a downloadable file of all values within the selected lookup category. This can be useful for audits or documentation.

Best Practices

• Review lookup lists quarterly to ensure all values reflect current company standards.
• Deactivate or delete obsolete items instead of editing them to maintain historical accuracy in survey records.
• Maintain consistency in capitalization and spacing across all lookup values (e.g., “Email Link” vs “email link”).
• Use the Drag and Drop feature to prioritize frequently used options at the top of dropdown menus.