It's time to head to the field and start surveying — go through this list first. 

BEFORE you leave your office, go through this First Survey Checklist
with everyone that's going on the field to survey.

It's important to go through this so you don't have any issues
while interviewing families on the field. 

First Survey Checklist

1. Make sure you're connected to Wi-Fi before you continue.

2. Download the Felix application on your phone. 

👉 Click here for instructions on how to download the Felix App

3. If you already downloaded the Felix app. 

👉 Visit the App Store (iPhone) or Google Play Store (Android) and update your app.

4. A note for the administrator: Make sure everyone has been invited to the app and permissions are correct. 

👉 Here's how to invite new users to Felix

5. Do you know your password? Ask everyone on the team to log into the Felix app and check that they remember their password.

👉If someone forgot their password, click here for instructions on how to change it.

6. Log into the Felix App and click "START SYNC."
*Make sure your connection is GOOD*

7. Each member of the team should create a new family AND do a test survey to make sure they can see the survey.

👉Click here for a quick demo on how to do a test survey

Everything looks good? Great! You're ready to go to the field. 

🚨Remember to sync when you return to the office and you're connected to good Wi-Fi. It's important to sync at the end of each day. If you have any issues syncing completed surveys, please click here and try these steps.

Thanks!
New Story Onboarding & Support Team

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