EFS Portals
The Improvements module: To improve the improvement
To initiate the improvement of engagement, the traditional approaches have been evolved. This development presents the current solution for such applications, the Action Planner, with a challenge. This module uses an organizational structure that restricts the actions to hierarchically coordinated actions and proves inflexible when teams are dynamically assembled. The new improvements module is designed for another use cases. By using the share function, fluctuating team compositions are possible and a commentary function and a lean evaluation option provide the key to sustainable commitment. The measures enacted from above will be replaced by the active cooperation.
The page integration of the new module and the first steps
The page module integration in the CMS area of Portals finds no trouble: You place the module Improvements on a page and enter a heading. After that the module is already available in the exterior view. You use the button “Export list” to export important information in an excel list. The list contains the information of the persons who created the improvement, with whom it is shared and who is responsible. The exterior view of the user interface is clearly arranged and easy to handle. The new module offers you a search function and a board that is equipped with the columns “Inbox”, “Ongoing” and “Done”. The three columns help you to document the progress of a ticket. An improvement ticket is created by clicking on the button “Create improvement”. The corresponding ticket is generated in the column “Inbox”. This is furnished with a catchy title by you before the work starts. You sort the tickets horizontally and vertically via drag & drop. Initially, the tickets can be moved back and forth as desired. The improvements are always in the same status for you and every other user.
The improvement ticket and the detail view
Each improvement ticket has two icons on the right side of the ticket. They allow a quick orientation, i.e. whether the improvement is already shared and who the person responsible is. Clicking on the
ticket or its title gives you access to the detail view. There you share the Improvement with Circles and users who will work on it together, and you also equip the Improvement with a topic in which you can participate by means of the comment function. Any hierarchy, such as an organizational structure, is omitted. Besides you designate one of the users as the person responsible (assignee) by assigning the ticket to her or him.
If you want to be the person responsible (assignee), you use the more option to assign yourself the ticket. Another setting option, regarding improvements, can be found on the profile page. Here you can determine what type of notification, push and/or e-mail you want to receive for what change to an improvement shared with you or for which you are responsible. You can also disable any notification.
The share function
To keep the share function simple, a distinction is now made between private and public circle. For new circles to be created, but also for existing ones, you deter- mine now whether they are private or public. Circles that have been published cannot be privatized. The default setting for each circle is: private.
They share improvements with all public circles and with the panellists who have access to the portal. Under Shared with you can find out with whom the Improvement is shared, and you can revoke your choice if necessary.
From the number of panellists you share the improvement with, you assign the improvement to one or another, making the person responsible. This choice can also be revoked, although every improvement requires a responsible person.
Adding categories
For each improvement you add up to three categories, which you can create in the CMS area of portals on the sub-navigation field Content under Topics tab. The colors selected for the categories appear on the Improvement-Ticket. Subcategories that you also create in the CMS area of Portals are not supported currently.
The comment function
In the detail view you comment on an improvement. A profile picture, name and surname are displayed. By clicking on name or profile picture you will be forwarded to the profile. The time of the comment is also displayed.
Besides the possibility to enter a text, paste a video link and upload a photo, comments can be answered. If you have activated it, you will be notified by e-mail or push notification when an improvement has been commented on.
Evaluation of an improvement
After moving an improvement ticket into the column "Done", you have the possibility to rate it by clicking on the button "Evaluate" visible only in this column. In the detail view you will now find a scale
from 1 to 5 on which you can rate the improvement. The rating must be confirmed. Once a user has rated a ticket, it can no longer be removed from the "Done" column.
Archiving an improvement
An improvement is archived either automatically after all users have rated it, or manually by clicking on "Archive" under the more option. Tickets that have been archived can only be commented. Other functions are no longer available. Improvements cannot be reactivated either. The archived improvements can be hidden or displayed. If you decide to display archived improvements, the board view changes and an archive table is displayed with the column headings "Title", "Person Responsible" and "Shared". You determine how many improvements per page are listed in the table. You use the information icon to jump to the detailed view.
EFS Survey, MySight and People
E-mail notification after the export is completed
In the export settings, check whether or not you want to receive an e-mail notification after completion of the export. This feature is only available for the new export.
Export templates
To reuse export templates, tick in the export menu whether these templates should also be part of the export. The template is then available for copying and import. This feature is only offered for the new export.
List-Unsubscribe Header
E-mail templates can be provided with a link that allows users to unsubscribe from automatic email messages within their own email client or provider.
Check the option "List-Unsubscribe Header" in the "Advanced mail settings" and paste a link or a header. You have the following options for the input field:
#unsubscribe_survey#: Link in the e-mail that deactivates further e-mails for this survey.
#unsubscribe_global#: Link in the e-mail that deactivates further e-mails for each survey.
By entering a valid URL you create a link to the corresponding website.
Five variables for the Extended Search
Since the winter release, the menu item “Sample” available for the project type "Panel survey" has had a second tab: “Search in all samples”. If you call this tab, a free text field search and a table with the column headings “First name”, “Last name”, “E-mail”, “Panel status”, “Code”, “Mails sent”, “Status”, “Date of first invitation” and “Last access” are displayed. With the Extended Search you can now add up to five variables, which you can select by drop-down list. To further refine the search, you define a specification for each added variable. The specification is added to the table.
Convenient folder structure
Due to the restructuring of the folder structure, it is now easier for MySight users to understand and use MySight folders in Tableau. Folders are created and the variables are grouped in these folders.
New table structure
Now MySight has a five-level table structure with unique labels. The column headers are: QuestionID, QuestionTitle, QuestionSubtitle, ResponseOption and EXT_Variable.
Grouping filters for the export of the panel data
In the People module, you can create grouping filters now to filter panel data during export. You use the conditions you have specified. A group does not have to exist. The condition is created under: People -> Groups -> Grouping filters –> Filter conditions. You select the desired grouping filter in the export settings.