trine Help

Surveys

Run staff, resident and relative experience surveys and see the results.

Who can use it: care-home managers and administrators. Available on Professional and Enterprise.

Where to find it

Open Quality & Safety → Surveys.

Surveys: open, draft and closed counts and the response rate, filters by audience, and survey campaigns with category, audience, status and responses

The page

  • + Start survey launches a new campaign.
  • Audience filter: All, Staff, Residents or Relatives.
  • Cards: Open, Draft, Closed and Response rate.
  • Active / Archived, plus Sent from / to dates.
  • The list shows each survey's title, category, audience, status, when it was sent and closed, responses and deliveries.

Running a survey

  1. Press + Start survey and choose a template (copied into your home from the System Library in Settings → Surveys) and an audience.
  2. Give it a title and choose when it opens and closes.
  3. Publish it — this freezes the questions — and Trine creates a private one-use link for each recipient, emailed where an address exists or available as a printable QR code. A blank paper copy can also be printed.
  4. Respondents complete the survey with no login and choose whether to answer anonymously or share their identity.
  5. Review results: response rate, agreement percentage per question, distributions, comments and trends across comparable closed surveys. Download the results as a PDF.

Good to know

  • Small samples are protected — breakdowns and comments are held back until enough people have responded, so no one can be identified.
  • Sending survey emails needs a verified reply email for the home (Settings → Email notifications).

Related: Survey settings and templates · Meetings and governance · Reports and exports

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Need more help? Email [email protected].