Custom Tabulation Basic Settings
What are Custom Tabulation Basic Settings?
Basic Settings allow you to create custom items in bulk by combining organizational units and attributes.
You cannot assign Action Plan Managers or Improvement Items to items created in Basic Settings. If you need to configure these settings, please use the Advanced Settings.
Operation Manual: "Custom Tabulation Advanced Settings"
Operation Procedure
1. From the "Admin" screen ▶ Click "Custom Tabulation Settings" ▶ Select "Basic Settings"
2. Select the "Survey Date", check "Organizational Units" and "Attributes to be multiplied", and click "Save".
- Custom items combining all departments within the selected organizational units and all attribute items within the selected attributes will be created in bulk.
- The configured settings will be applied to future surveys as well.
- There is no limit to the number of custom tabulation settings.
- Basic Settings can be registered after the Engagement Survey has started. The survey date will be displayed in the dropdown list once the survey is in progress.
3. Review the notes and click "Set".
How to Check Results of Custom Tabulation Items
Registered items will be displayed under "Attributes" on the results screen.
1. Go to "Results / Improvements" ▶ "Results" ▶ Select the department for which you want to view the results.
2. Check the results of the custom tabulation items created under "Attribute" displayed on the left.
How to Delete Items
Select the "Survey Date", uncheck the departments you want to delete, and click "Save".
- You can delete items by survey date.
- Deleting custom tabulation items will not delete past survey results.
- When custom tabulation items are deleted, they will no longer be displayed on the following screens:
- "Admin" "Custom Tabulation Settings" "Advanced Settings" screen
- "Admin" "Previous Comparison Settings" screen
- On the "Results / Improvements" screen, the diagnostic results of the deleted survey date and the previous comparison will no longer be displayed.