Forms: surveys, audits, and reviews

What the Forms section is

Forms is where every structured question you ask, whether of a vendor, a carrier, your own team, or yourself, lives in one place. Under the hood it is a single table of forms: some go out to a third party and come back as a response, others are run by you, alone, against a checklist. The Forms section splits that one table into three tabs so the vocabulary matches the job: Surveys for anything you send to someone outside your own review, Audits for the checklists you run against a closed claim or a job, and Reviews for the structured read you do on a person or a relationship.

Verinode does not run these for you. It gives you the templates, tracks who has replied or which section is left, and rolls the results into your response rate, pass rate, or average. You pick the template, you send it or run it, you read the result.

Where to find it

Forms sits in the sidebar under My Data, alongside Vault and Connect, at iq.verinode.ai/forms. The page header reads Forms, and next to it are two buttons: Send Data (the same ingestion entry point used across the platform to forward documents or connect a source) and a second button whose label changes with the active tab, + Add Survey, + Add Audit, or + Add Review.

Directly under the header sits a row of three pill-shaped tabs: Surveys, Audits, Reviews. Whichever one is active is filled in copper; the other two sit in muted text until you click them.

The three tabs filter one table

Every survey, audit, and review is a row in the same underlying table (pii.surveys). Two fields decide which Forms tab a row shows up on:

• Mode. Rows sent to an outside recipient (a vendor, a carrier, your own team by email or text) have mode "external recipient." Rows you run yourself against a checklist, an audit or a review, have mode "self-audit."
• Template key. Among the self-audit rows, the ones created from a review template (currently the 1-on-1 Performance Review) land on the Reviews tab. Everything else with self-audit mode lands on Audits.

So the split is:

• Surveys tab: every row that is not self-audit mode. This is what you send outward: vendor assessments, tool feedback, team pulses, carrier and TPA program reviews.
• Audits tab: self-audit rows built from an audit template (the Internal Mock Audit Run Sheet, the Job Quality Audit).
• Reviews tab: self-audit rows built from a review template (the 1-on-1 Performance Review).

Switching tabs re-filters everything on the page: the hero metric, the Explore tiles, the Upcoming row, and the Most recent row all recompute against just that tab's rows. Nothing you see on the Audits tab counts toward the Surveys tab's numbers, and vice versa.

The home page, tab by tab

Hero

The top of the page is a single dominant number. On the Surveys tab it is your response rate: total responses received divided by total invites sent, shown as a percentage, next to a status pill:

• Strong (green) at 60% or higher
• Building (yellow) at 30% to 59%
• Low (red) below 30%
• A plain Building pill (copper, no percentage) whenever there is no response-rate signal yet

Below the number, a line of context: "N open surveys collecting M responses so far" while something is actively collecting, or "N surveys run, M of P invitees responded" once everything is closed. To the right, two secondary tiles count Active surveys and Responses received, each with a short "currently collecting" or "across every survey" note.

On the Audits tab the same hero shows a pass rate instead of a response rate, and the secondary tiles read Active audits and Audit runs. On Reviews, the headline is labeled average, and the secondary tiles read Active reviews and Reviews completed. All three use the same underlying math: completed runs divided by total runs recorded, they are just labeled to match what an audit or a review actually measures.

Before you've sent or run anything, the hero switches to an empty-state layout instead of showing a "0%":

• Surveys, first time: "Send your first survey." with the body "Lightning surveys ask one question via email or SMS. Full surveys cover the full range of team feedback. Either way, replies come back as a measurable response rate." and a Create your first survey button.
• Surveys, with drafts saved but nothing sent: "Send a survey to start measuring how often your team replies." and an Open the survey composer button.
• Audits, first time: "Conduct your first audit." with the body "An audit walks you through a closed claim the way a carrier auditor would. Each section is a checklist; pass / fail tracks against your target. Sign at the bottom and you have a branded PDF ready for the carrier or auditor file." and a Conduct your first audit button.
• Reviews, first time: "Conduct your first review." with the body "A review captures a structured read on a team member, sub, or relationship: ratings on the dimensions that matter, two examples each of strengths and gaps, a forward-looking commitment, and a signed sign-off. Use it for quarterly 1-on-1s or any structured assessment of a person." and a Conduct your first review button.

From your network

If your operation belongs to an HQ-managed group, a row titled From your network can appear between the hero and Explore. It only shows up when there is something pending; if there is nothing waiting, the row is hidden entirely rather than showing empty. See the network-surveys section further down for what these tiles do.

Explore

Four tiles, one per drill-in view, each opens the matching tab in the overlay when clicked:

• Active: the count of surveys/audits/reviews currently active or in draft (drafts count toward this number too). Sub-text shows the response/pass/average percentage when there's data, or a prompt to send or run your first one when the count is zero.
• Responses (labeled Audit Runs on the Audits tab, Reviews on the Reviews tab): the count of responses or completed runs recorded for that tab. When ratings are present, the sub-text shows the average rating and how long ago the latest one landed.
• Templates: the number of ready-made templates available for that tab. This reads 4 on Surveys, 2 on Audits, 1 on Reviews.
• Closed: the count of closed surveys/audits/reviews, with a small bar chart of response counts across the eight most recently closed.

Upcoming · next 30 days

Any survey with a recurring schedule turned on shows up here as its own tile, one per upcoming send, labeled with how soon it fires ("Today," "Tomorrow," "In Nd," or a calendar date beyond a week out), its cadence (Weekly, Every 2 weeks, Monthly, Quarterly, Every 6 months, Annually), and how many people it goes to. A tile reads Recurring when the schedule is active, or Paused when it has been turned off without deleting the survey.

Empty state: "No surveys scheduled to repeat. Toggle \"Run on a schedule\" when you build a survey to see quarterly tool checks, monthly vendor pulses, and annual reviews land here automatically."

Most recent

The eight most recent surveys, audits, or reviews for the active tab, each tile showing the title, the type label (Vendor, Tool, Process, Supply for surveys; the applicable audit/review type), the status (active, draft, closed), the percent replied when there are invites, and how long ago it was sent or closed. A Lightning badge marks single-question surveys.

Empty state: "Recently asked surveys appear here as you send them. Use a template from the Templates tile or click \"+ Add Survey\" to ask your first question."

Starting a survey, audit, or review

The "+ Add" button in the header changes what it opens depending on the active tab.

1. 1On the Surveys tab, "+ Add Survey" opens the survey composer. Pick a template (Vendor Assessment, Tool Feedback, Process Review, Supply Feedback, and more, see the template library below) or build a Lightning survey, a single question sent by email or text. Choose the vendor, team member, or recipient list, and send.
2. 2On the Audits tab, "+ Add Audit" opens a picker titled "Run an audit": "Pick an audit to run. The completion shell guides you through every section, captures a signature, and produces a branded PDF you can hand to a carrier or auditor." Select a template and click Start audit.
3. 3On the Reviews tab, "+ Add Review" opens a picker titled "Run a review": "Pick a review template. Use it for quarterly 1-on-1s with the team, sub-relationship reviews, or any structured assessment of a person or partnership." Select a template and click Start review.
4. 4Starting an audit or review opens the completion shell as an overlay on top of Forms. Work through each section, answer the checklist items, and sign at the bottom (audits and reviews both require a signature). Closing the shell drops you back on Forms with the new run showing up under Active.

The Templates card (see below) offers a second entry point on the Surveys tab: clicking Use this template on any template card opens the same composer pre-filled with that template's questions.

The template library

Surveys tab templates (sent to someone outside the review)

• Vendor Assessment: rate a vendor on overall satisfaction, on-time delivery and reliability, and value for money; a yes/no/unsure on whether to keep them; open text on what's working and what could improve.
• Tool Feedback: ease of use, reliability, whether the tool makes the job faster, whether the team would miss it if it were swapped out, favorite feature, and frustrations.
• Process Review: how efficient and how clear an internal process is, whether the team has what it needs to run it well, where it breaks down, and what would speed it up.
• Supply Feedback: quality and consistency of supplies from a specific vendor, whether the team would switch given a better option, and any defects to flag.
• Carrier Assessment: overall satisfaction with a carrier, payment speed, fairness of the approval process, adjuster communication, whether you'd take more work from them, and where the friction is.
• Team Tool Stack: first-day rating: fires automatically when a new teammate accepts their invite, rating the tool stack they were handed and flagging anything missing versus a prior employer.
• Team Satisfaction (1-click): a quick pulse you fill out about one teammate: how they're doing this month, whether their workload is sustainable, and whether you'd be surprised if they gave notice in the next 60 days.
• Team Satisfaction (sent to the team): the same questions asked directly of the teammate instead of guessed at: how they feel about working here, their workload, how likely they are to still be there in a year, and whether they'd recommend the job to a friend in the trade.
• TPA Program Review: overall satisfaction with a TPA or managed-repair program, lead volume and quality, fairness of the scoring system, whether SLA requirements are realistic, net profitability after fees, and whether the program is worth keeping.

Audits tab templates (run by you, against a checklist)

• Internal Mock Audit Run Sheet: about 25 minutes, 7 sections, 23 questions, 16 of them checklist items, target pass rate 90%, requires a signature from a Project Manager. Walks a closed claim the way a carrier auditor would: pre-audit setup, documentation compliance, procedural compliance, customer communication, billing integrity, action items, and sign-off.
• Job Quality Audit: about 12 minutes, 7 sections, 18 questions, 10 of them checklist items, target pass rate 85%, requires a signature from a Project Manager. Scores the quality of a job, crew, or process itself: workmanship, documentation, safety on site, and customer experience.

Reviews tab template

• 1-on-1 Performance Review: about 15 minutes, 5 sections, 15 questions, target average 70% (a 3.5-out-of-5 average across five rating dimensions), requires a signature from the reviewing manager. Rates quality of work, reliability and ownership, communication, customer or carrier experience, and team contribution, then captures two specific strengths, two specific gaps, and a forward-looking coaching commitment.

Drilling in: the four-card overlay

Clicking the hero, any Explore tile, or a tile in Most recent opens a full-screen overlay with four scroll-snap cards, one per tab: Active, Responses, Templates, Closed. Which card is active is preserved in the page URL, so a link back to Forms can land directly on, say, the Closed card.

• Active and Closed are the same table, filtered by status (active or draft for the Active card, closed for the Closed card). Columns: Survey (title, plus subject or Lightning question), Type, Sent to (invite count), Responses (count, total, and percentage replied), Status, and Sent or Closed (the relevant date). A search box and a type filter (Vendors, Tools, Process, Supply) sit above the table. Clicking a row opens that survey's detail panel with the full invite roster and response breakdown, and lets you close or delete it from there.
• Responses is a flat feed across every survey on the active Forms tab: Respondent, Survey, Rating, Channel (email, SMS, or both), and how long ago it came in. A rating filter narrows to High (4 to 5), Neutral (3), Low (1 to 2), or No rating, and a search box matches on name, email, title, or the response snippet. Clicking a row opens the parent survey's detail panel.
• Templates always shows the full library of external-recipient survey templates as cards, regardless of which Forms tab you drilled in from, each with its first three questions previewed and a Use this template button.

Empty states you'll see on these cards:

• Active, nothing yet: "No active or draft surveys right now." Prompts: use a template from the Templates tab to send your first; Lightning surveys ask a single question, the fastest path to data; active surveys collect responses while drafts are saved but not sent.
• Closed, nothing yet: "No closed surveys yet." Prompts: closed surveys appear here with their full response history; close a survey from its detail panel when you're done collecting.
• Either list, filtered to nothing: "No surveys match these filters."
• Responses, nothing yet: "Responses appear here as your team replies." Prompts: Lightning surveys ask one question for the fastest replies; email and SMS replies come back as raw 1-to-5 ratings or short text; full surveys collect multiple answers per invitee.
• Responses, filtered to nothing: "No responses match these filters."

Surveys pushed from your network

If you're part of an HQ-managed group, HQ can push two kinds of surveys into your Forms home under From your network:

• Answer directly. A tile labeled with your group's name, marked "Waiting on your answer, stays anonymous." Clicking it opens a response modal. Your individual answers are never shown to your HQ; the network rolls every operator's answers up into an anonymized distribution before HQ sees any of it, and you can re-submit to update your answer any time before the survey closes.
• Clone as your own template. A tile marked "Ready-to-use template, send to your team." Clicking it clones the template into your own drafts so you can send it to your own team under your own name. HQ sees that the template was adopted, never how your team answered it.

Once you've answered a network survey, its tile disappears from this row; the answer has already rolled up.

Best-practice example

Say your Audits tab pass rate is holding at 74%, on the low side of your 85% to 90% targets. Open the Active card and sort through the running Job Quality Audits, or open Closed and look at the bar chart on the Explore Closed tile to see which recent audits pulled the average down. If the same section keeps failing, workmanship or documentation, run the Internal Mock Audit Run Sheet on your next closed claim before the carrier does, catch the same gap, and use its action-items section to assign a coaching note. On the Reviews tab, if a 1-on-1 review flags "off track for next role" for someone, that's the forward-look question doing its job: a concrete prompt for the next coaching conversation, not a score Verinode is passing judgment on.

Data sources

Related help

• Forwarding documents
• Connecting your data
• The decision workspace
• The Feed
• Acting on decisions
• Clients and carriers