Custom Tabulation Basic Settings
This article explains the steps to configure Custom Tabulation Basic Settings.
What is Custom Tabulation Basic Settings?
In Custom Tabulation Basic Settings, you can create custom tabulation items in bulk by combining organizational unit and attribute results. This is useful when you want to easily create standard tabulation items.
Note that you cannot set an Action Plan Manager or Improvement Item for items created in Basic Settings. If configuration is required, please refer to "Custom Tabulation Advanced Settings."
Reference article: What are Custom Tabulation "Basic Settings" and "Custom Tabulation Advanced Settings"?
Operation Procedure
① Click "Admin Panel" ▶ "Custom Tabulation Settings" ▶ "Basic Settings"
② Select "Survey Date", check "Base organizational unit" and "Attributes to combine", and click "Save"
You can register after the Engagement Survey response period has started. Configurable Survey Dates will be displayed in the pull-down menu.
Custom items will be created in bulk by combining all departments within the selected organizational unit and all attribute items within the selected attributes.
Example: When "Department" and "Gender" are selected
If "Department" includes two departments, Sales Department and Development Department, and "Gender" includes two attribute items, Male and Female,
four custom items will be created: Sales Department × Male, Sales Department × Female, Development Department × Male, and Development Department × Female.
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③ Check the notes and click "Set"
How to Check Results of Custom Tabulation Items
The registered items will be displayed under "Attributes" on the Results Screen.
① Click "Results / Improvements" ▶ "Results" ▶ Select the department for which you want to check the results
② Check the results of the created custom tabulation items from "Attributes" displayed on the left
Delete Items
Select the "Survey Date", uncheck the departments you want to delete, and click "Save"
Items can be deleted for each Survey Date.
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