The purpose of this article is to guide you in managing a climate survey once it has been started. You will learn how to monitor both the overall progress of the survey and the detailed progress of areas and groups. The article covers how to resend the survey and send reminders, as well as manage participants: activate or deactivate them, add new ones, move them between groups, and delete responses and resend forms. It also explains how to share survey administration with other collaborators, granting them modification or read permissions, and how to restrict their view to specific divisions, areas, or subareas. Finally, the article explains how to finalize the climate survey.
Start Survey
Once you have completed the configuration of the climate survey, you can start it by clicking the "Comenzar encuesta" button. The start notification message will automatically be sent to collaborators by email.
Monitor Progress
As collaborators respond to the survey, you will be able to monitor progress and perform various actions.
On the main page, you can review the "Overall Progress" of the survey, which shows the percentage of collaborators who have responded. This percentage is calculated based on the total number of participants.
Additionally, in "Area Details", you can review the progress of areas and groups.
To protect collaborators' anonymity, you will not be able to know who has responded and who has not, but in this section you can see the number of responses per group. If a group already has more than 4 responses, it will be shown in green with the label "Meets", indicating that the group meets the necessary criterion to obtain results. Conversely, groups with fewer than 4 responses will appear with the label "Does not meet", which means that if you finalize the survey at that time, you will not be able to obtain results for that group.
You can also download the progress report from the "Participants" tab by clicking the "export" icon. An Excel file with the participation details will be downloaded.
Reminder
You can resend the survey by clicking "Send reminders". The system will resend the survey by email to all collaborators who stillhave not answered it.
Manage Participants
You have the option to activate or deactivate participants. An inactive participantwill not be able to respond to the survey nor will be counted in the participation percentage, unless they responded before being deactivated. You can deactivate a participant from the actions column by clicking "Deactivate". To deactivate multiple collaborators at once, you can make a multi-selection and choose "Deactivate participants" from the "Actions" button. If you need to reactivate them, select "Activate participants"
During the course of the survey, if you need to add more participants, you can do so manually or in bulk. Click the "Actions" button and select "Add participants manually" or "Add participants in bulk". Adding new participants will automatically update the overall progress percentage and the Area Details.
To add participants after starting the survey, you can use filters in the participants section or import an Excel file following the same format as the initial bulk upload.
Move Participants
To transfer participants, click "Transfer participant" in the "Actions" column and select the group or subarea to which the participant will be moved. You can also make a multi-selection and, from the "Actions" button, transfer multiple participants to the desired subarea.
You can also create new groups to move participants who do not meet the criterion. To do so, select the collaborators and, from the "Actions" button, choose "Create new group". Assign a name to the new group and choose whether it will depend on an existing area with the "Create from an existing vertical" option, selecting the level and the area name, or if you want to create a completely new area with the "Create from a new vertical" option.
Response Management
If a collaborator made a mistake when answering the survey, you can delete their responses and resend the survey. To do so, you can do it one by one from the actions column by clicking "Delete responses and resend form", or perform a multi-selection and choose "Delete responses and resend form" from the "Actions" button.
Share Administration
In the "Administrators" tab, you can grant access to collaborators so they can monitor the survey. Once you give them access, the "Culture" section will be enabled in the side menu, where they can access "Surveys".
From the "Actions" button, you can share administration with a specific collaborator by selecting "Add user". In "User", choose the collaborator from the list. In "Permission", select whether you want to grant "Modification", allowing them to perform all the actions described in this article, or "Read", allowing them only to review progress without making changes.
Additionally, you can choose the "Show only some areas" option to limit the user's view. If you select a division (Level 1), the collaborator will be able to see all areas and subareas within that division. If you choose an area (Level 2), the collaborator will only see the subareas within that specific area. Finally, if you choose a subarea (Level 3), the collaborator will only be able to view that particular subarea.
Finish the Survey
We recommend monitoring the survey and, once the overall progress percentage is representative and the subareas and groups meet the display criteria, proceed to finalize the survey. To do so, in the side menu go to "Clima", select the "Active" tab, find the survey you want to close and, in the "Actions" column, click "Finalize".
Upon finishing the climate survey, the results will be processed automatically and you will be able to review the reporting from the "History" tab.
🤖 This article was translated using artificial intelligence. View original article.