Survey templates

What the Templates tab is

Every survey you send from Forms starts from a question set, and writing a good one from a blank page takes longer than most operators have. The Templates tab is Verinode's built-in library of pre-written question sets for the situations restoration operators ask about most: how a vendor is performing, whether a tool earns its keep, how a process actually feels to run, whether supplies are holding up, how a carrier or TPA program treats your business, and how your own team is doing. Pick one and its questions, its subject field, and its survey type are already loaded into the composer. You are not filling in a blank form, you are trimming and sending one that is already 90% written.

Verinode does not decide which vendor, tool, or team member the questions are about, and it does not decide what a good score looks like. You pick the subject and the recipients; Verinode carries the question set, the delivery, and the response tracking.

Where to find it

Forms sits in the sidebar under My Data, at iq.verinode.ai/forms. The page opens on the Surveys tab by default. Directly under the hero number sits the Explore row, four tiles wide: Active, Responses, Templates, Closed. Click the Templates tile (or scroll to it in the full-screen slider) and it opens with the Templates card already in view, one of four scroll-snap cards alongside Active, Responses, and Closed. The Templates card carries a deep purple accent in the tab strip, distinct from the copper of Active, the teal of Responses, and the steel blue of Closed.

At the top of the card, a short line of instructions reads:

"Pre-built questions for the most common survey types. Pick a template to send a survey to your team."

Below it sits a two-column grid of template cards. Unlike Active or Closed, which are built from the surveys you have actually sent, this grid is not driven by your data at all: it is a fixed library shipped with the product, so there is no empty state to describe here. It always shows the same set of cards regardless of how many surveys you have sent.

Anatomy of a template card

Each card in the grid follows the same layout, top to bottom:

• Icon and type pill. A small icon (present on four of the nine templates, see below) sits beside a rounded, colored pill naming the survey type: Vendor, Tool, Process, Supply, Carrier, TPA, Tool Stack, Team, or Team Pulse. The pill's color is fixed per type so you can scan the grid by category: blue for Vendor, violet for Tool and Tool Stack, amber for Process, emerald for Supply, copper for Carrier, rose for TPA, and stone for Team and Team Pulse.
• Template name, in bold, for example "Vendor Assessment" or "TPA Program Review."
• Description, one line explaining what the template is for.
• A numbered preview of the first three questions. If the template has more than three questions (every template in the library does), a line underneath reads "+N more questions" so you know how much more is in the full set without opening it.
• A "Use this template" button at the bottom of the card, the only actionable element on it.

The template library

Nine templates ship in the library today, covering four broad areas. All nine appear in the grid; none are hidden or gated.

Vendors and supply chain

| Template | Subject | Questions | Subject picker | |---|---|---|---| | Vendor Assessment | Vendor | 6 (3 rating, 1 yes/no, 2 open text) | Dropdown of your existing Vendors | | Supply Feedback | Supplier | 5 (2 rating, 1 yes/no, 2 open text) | Dropdown of your existing Vendors |

Tools and process

| Template | Subject | Questions | Subject picker | |---|---|---|---| | Tool Feedback | Tool | 6 (2 rating, 2 yes/no, 2 open text) | Dropdown of your existing Vendors | | Process Review | Process | 5 (2 rating, 1 yes/no, 2 open text) | Typed name (e.g. "Job intake process") |

Carriers and TPA programs

| Template | Subject | Questions | Subject picker | |---|---|---|---| | Carrier Assessment | Carrier | 7 (4 rating, 1 yes/no, 2 open text) | Typed name | | TPA Program Review | TPA Program | 8 (5 rating, 1 yes/no, 2 open text) | Typed name |

Team

| Template | Subject | Questions | Subject picker | |---|---|---|---| | Team Tool Stack, first-day rating | Your stack | 6 (2 rating, 1 yes/no, 3 open text) | None, no subject field | | Team Satisfaction (1-click) | Team member | 5 (2 rating, 1 yes/no, 2 open text) | Typed name | | Team Satisfaction (sent to the team) | Your team | 6 (3 rating, 1 yes/no, 2 open text) | None, no subject field |

A closer look at the "why" behind three of the less obvious templates:

• Vendor Assessment asks about overall satisfaction, on-time delivery, and value for money, then a yes/no/unsure on whether you'd keep the vendor, then two open questions on what's working and what isn't.
• TPA Program Review, the longest template at 8 questions, is built for the specific math of a managed-repair program: it asks separately about lead volume and quality, the fairness of the scoring or ranking system, whether the SLA requirements are achievable, and net profitability after fees and compliance costs, before asking outright whether the program is worth keeping.
• Team Tool Stack, first-day rating is written to be sent automatically the moment a teammate accepts their team invite, so you see the gap between what leadership thinks the stack looks like and what the field actually experiences, from day one rather than months in. Team Satisfaction (1-click) is the lightweight version for checking on one person (built to be launched from that person's own panel), while Team Satisfaction (sent to the team) goes out to the group so the read comes straight from them rather than from your own guess.

Icons only exist for four of the nine cards: Vendor Assessment (a factory), Tool Feedback (a wrench), Process Review (a gear), and Supply Feedback (a package). Carrier Assessment, TPA Program Review, and the three Team templates render with the colored type pill only, no icon glyph, that is expected, not a missing image.

What happens when you click "Use this template"

1. 1Click Use this template on any card. The New Survey modal opens.
2. 2The modal opens showing the Lightning (1 question) toggle selected, not Full survey, even though you clicked a multi-question template. This is the same modal used everywhere else in Forms, and Lightning is its default view.
3. 3Click the Full survey toggle at the top of the modal. The template you clicked is already selected in the Template picker inside the modal (highlighted with a copper border), and its full question list is already loaded below, editable, and labeled "(from template)."
4. 4Pick the subject, either from the Vendors dropdown or by typing a name, depending on the template (see the table above). Once you pick or type a subject, the Survey Title field fills in automatically as "[Template name], [Subject name]."
5. 5Review the loaded questions, edit any label, change a question's type (Rating 1-5, Yes/No/Maybe, or Open text), toggle Required, remove one, or add a new one. Any edit relabels the section "(customized)" and surfaces a "Reset to template" link that restores the original set.
6. 6Choose recipients, decide whether to send now or save as a draft, optionally turn on a recurring cadence, then click Send to [count] or Save as draft.

For the full walkthrough of everything inside that modal, delivery methods, recurrence, the self-invite option, and the difference between Full and Lightning survey modes, see Building a survey: Full vs Lightning. For what happens after you send it, the roster, response tracking, and how to close a survey out, see Inside a survey: roster, results, and actions. For the other three Explore tiles, Active, Responses, and Closed, see The Explore tiles: Active, Responses, Templates, Closed.

Where the responses go

Responses you collect through a template feed the same places every survey response does across the platform: the survey's own roster and results panel, the response feed on the Responses tile, and, where you have consented, an anonymized composite into the peer benchmark layer, so your read on a vendor or a carrier contributes to, and benefits from, what the wider network is seeing. Carrier Assessment and TPA Program Review responses in particular connect to your client and carrier data; see Clients and carriers for how that relationship is tracked, and The Feed for how a strong or weak response pattern turns into a signal elsewhere on the platform.

Best-practice example

Say you just onboarded a new TPA program and want a structured read after the first quarter rather than a gut feeling. Open Forms, go to the Templates tile, and click Use this template on TPA Program Review. Switch the modal to Full survey, type the program's name as the subject (the title auto-fills to "TPA Program Review, [Program Name]"), leave the 8 questions as they are since they already cover lead volume, scoring fairness, SLA reasonableness, and net profitability after fees, the exact math a TPA relationship lives or dies on, then select the field team members who actually work jobs under that program and send. The result rolls into that program's roster and results panel the moment replies come in, and a strong or weak overall read surfaces as a signal you can act on from the feed.