Manual

Getting Started

• Log in from Account Activation Email
• Reset your password
• Set up single sign-on (if necessary)

Engagement Survey: Pre-Survey Preparation

• Operating Environment
• Organization Registration
• Attribute Registration
• Respondent Registration
• Implementation Details Registration

• Process for Setting Up the Engagement Survey from the Second Time Onward
• Confirm implementation details

Engagement Survey: In-Survey Response Rate Management

• Check Notification Errors
• Check Response Status
• Correct Attributes and Respondents

Engagement Survey: Post-Survey Response Compilation

• Compile Results
• Set Up Custom Tabulation Settings
• Check the Results

Engagement Survey: Results Publication

• Set Up Action Plan Manager
• Set Up Viewing Permissions
• Publish Results

• Flow of Result Publication

Improvement Items and Action Plan Registration

• Improvement Items and Action Plan Registration
• Check Input Status
• Communication Features with Action Plan Managers

Focus Survey: Pre-Survey Preparation

• Flow of Conducting a Focus Survey
• Focus Survey Implementation Settings
• Focus Survey Implementation Settings for Respondents Using ID
• Focus Survey response method for non-registered
• Edit or Delete Focus Survey Implementation Settings
• About the List of Answers to the Focus Survey Customizable Questions

Focus Survey: In-Survey Response Rate Management

• Focus Survey in progress Check Response Status
• (Focus Survey In Progress) Resending Survey Invitation Email and Survey Reminder Email
• (Focus Survey In Progress) Change answer end date
• Focus Survey in progress Add, modify, or delete survey respondents

Focus Survey: Post-Survey Results Analysis

• Review the results of the Focus Survey
• Set up Focus Survey results notification

Other Functions, Outline of Emails Sent to Users, Email Templates

• Account Settings
• Outline of Emails Sent to Users

• Customizing User Permissions