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titleTable of ContensTABLE OF CONTENTS
Table of Contents

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Activating the Project

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Right

Read

Write

access_restrictions

With write permission, you can access the Access restrictions tab.

leadership_report_manager_download

With read permission, you can download reports on the Report manager tab.

loftpartadm

With read permission, you can view the participant list in multisource feedbacks.

With write permission, you can edit the participant list in multi-source feedbacks.

loft_detail_view

With read permission, you can access the statistics of current and completed feedback processes. It shows for each process how many
respondents are involved.

loft_export_anonym

With read permissions, you can export anonymous result data in multi-source feedbacks.

loft_export_combined

With read permissions, you can export address and result data in multi-source feedbacks.

loft_fbcenter

With read permission, you can change the type of the external view.

loft_peergroups

With read permissions, you can edit peergroups.

loft_report_extern

With read permission, you can open the Report definition menu and edit external reports.

loft_report_intern

With read permission, you can
open the Report definition menu
and edit system-generated
reports.

report_360_dl

With read permission, you can download reports in multi-source feedbacks.

view_loft_passwd

With read permission, you can view passwords in the participant administration of multi-source feedbacks.

Mail Template Types

When selecting mail templates via the EFS mail forms, only those templates will be available that are appropriate to your current operation. For example, if you are inviting participants, only templates for invitation mails will be offered for selection. This is controlled by assigning the templates to certain mail template types. The following table provides an overview of those types which are used in multi-source
feedbacks and their respective applications.

Info

For an overview on all mail template types of EFS, please see “EFS Survey”.

Mail template type

When it is used

Default mail

Is available in all non-automated dispatch processes.

Invitation mail

Used to invite participants to provide feedback.

Reminder mail

Used to remind participants of feedbacks they have not completed yet.

Notification before end of survey

Used to notify EFS admin area users of the upcoming end of their survey.

  • This notification may be requested in the dialog used to create and change projects.

  • If users have requested the notification in a given project, but no mail template has been selected (e.g. because the users do not have sufficient rights), they will receive a mail with default text.

Notification by exchange platform

Only on installations with EFS Secure Exchange activated: Mail template used to notify project staff of changes on the exchange platform. For more information on the optionally available platform refer to the special documentation “EFS Secure Exchange”.