ReFresh ships with platform templates aligned to the 17 psychosocial hazard categories. Pick a platform template if you want a regulator-aligned survey out of the box, or build your own custom template (see article 3.3).
Open the template picker via Surveys → View Templates
Templates are organised under three tabs: All Templates, Platform, Custom
Platform templates are published by ReFresh and aligned to regulatory frameworks
Custom templates are templates your organisation builds and reuses
Pick a template when creating a new survey via Surveys → + Create Survey
Where templates live
From the Surveys page (Admin sidebar → Detection → Surveys), click View Templates in the top right. The Survey Templates page shows three tabs:
All Templates: every template available to your organisation
Platform: published templates ReFresh provides
Custom: templates your organisation has built
Each template shows its name, category, status (published or draft), source (Platform or Custom), and last updated date. Use the search bar or category dropdown to filter.
Platform templates
Platform templates are aligned to the 17 psychosocial hazard categories and 11 protective factors. They are published, validated, and ready to send. The default platform template is Psychosocial Risk Survey - Condensed, designed for quick high-signal reads.
Use a platform template when:
You want a regulator-aligned starting point
You do not need to customise the question set
You want results that compare cleanly against other ReFresh tenants and against framework expectations
Custom templates
Build a custom template when you need a survey that reflects your organisation's specific context, language, or priorities. See "Building a custom survey" (3.3).
Once published, custom templates appear in the same picker as platform templates.
Picking a template when creating a survey
When you click + Create Survey on the Surveys page, the Create New Survey dialog asks you to:
Pick a Survey Template from the dropdown
Give the survey a name (for example, "Q3 2026 Psychosocial Health Assessment")
Optionally add a description
Click Create Survey to create the survey in draft state, then add recipients and send.
Related articles
Building a custom survey (3.3)
Distributing a survey (3.4)
Reading survey results (3.6)