Receive and Submit Diocesan Surveys

You can receive and submit diocesan surveys.
Note: If you have the Orthodox version of Church Office, you'll see the term "Metropolis" instead of "Diocese".
Here are a few details about the surveys:
  • To receive and submit surveys, you must have Internet access.
  • You must set up an Internet connection in your program. On the File menu, click Data Synchronization > Synchronize with Diocese. Then, fill out the Internet Connection tab.
  • If your diocese uses preset answers, they're automatically added for you using answers from a previous survey and the registration information from your PDS Office program.
  • Required questions display in red and must be answered before you can submit the survey.
  • You can save a survey at any stage of completion and return to it later.
  • Once you submit a survey, it can only be viewed and is locked from resubmission unless the diocese unlocks it.
Note: User access to the surveys is set in the Access and Privileges section under the Data Synchronization program area. If your diocese assigns a survey, ensure that you give your users proper access and privileges in your PDS Office program.
  1. On the File menu, click Data Synchronization > Surveys from the Diocese.
  2. Select a survey from the list, and click Answer Survey.
  3. Answer the survey questions, and click Submit > Yes.

A submission summary displays. If the survey submission fails, the summary displays with a list of issues that prevented successful submission.