Surveys & Engagement
Access, roles and activity log
Last Updated: 17.09.2026Access management The Access management screen has three tabs. Users — who has access to the module, with their department and role. Roles & Permissions — the available roles and what each allows. Create a custom role adds one with its name, description and colour. Matrix — the roles × permissions grid. Click a cell...
Configure the Surveys module
Last Updated: 17.09.2026Configuration sets the default behaviour of all future surveys. It does not change surveys that already exist. Reminders Up to six automatic reminders, each defined by an interval in days. The timeline places them between launch and close, which makes an uneven spread visible. Three sending settings complete the picture: the send time, the batch...
Survey emails
Last Updated: 17.09.2026The module sends three emails, and only three. You can preview them and change their content, but you cannot create others. Email When it goes out Invitation At survey launch, to every participant. Reminder To non-respondents, automatically on schedule or manually from tracking. Thank you To each participant after they submit their answers. Editing the...
Generate reports
Last Updated: 17.09.2026The Reports screen produces a document from the results of a closed survey. Generation takes three steps. 1. Choose a survey Only surveys with results are offered. 2. Choose the report type The module produces PDF and PPTX documents for circulation, and CSV exports for working the data elsewhere. 3. Set the options Include comments...
Heatmap, comments and benchmark
Last Updated: 17.09.2026The heatmap The heatmap crosses departments as rows with themes as columns. Each cell carries that department’s score on that theme, shaded from lowest to highest. It is the view that surfaces a localised gap a company average hides. Cells for a scope below the confidentiality threshold stay empty: the department × theme cross is...
Read survey results
Last Updated: 17.09.2026The Results & Analytics screen presents answers aggregated by theme. Three views coexist: List, Heatmap and Comments. The List view Each row is a theme and carries four pieces of information: favourability — the share of favourable answers, as a percentage; the distribution — how answers spread across the scale; the number of responses the...
Response tracking and reminders
Last Updated: 17.09.2026The Response tracking screen shows who has responded and lets you remind those still pending. On a confidential survey it shows whether someone responded, never what they answered. The indicators Participants — the invited population. Responded and Pending — the split right now. Reminded — people already contacted at least once. Rate — participation as...
Launch, track and close a survey
Last Updated: 17.09.2026A survey’s detail page brings together its state, its calendar and its results. Launching and closing are done from there. The four states State Meaning Draft Being written, invisible to participants. Scheduled Published, but the opening date has not been reached. Open Invitations have gone out, answers are coming in. Closed Closed to answers; results...
Survey settings
Last Updated: 17.09.2026The Settings step fixes how the survey will be run. These values inherit from the module defaults and can be changed survey by survey. Confidentiality Two regimes: Non-identifiable answers or Names visible. When confidential, the minimum threshold sets the number of responses below which a scope is not displayed in the results. Cadence Type Behaviour...
Create a survey in five steps
Last Updated: 17.09.2026Creation runs through five steps, with a progress bar at the top of the screen. You can go back at any point before publishing. 1. Questions Give the survey a title, then build the questionnaire. Questions are grouped into sections. For each one, pick the format — Scale (1-5), Free text, Single choice, Multiple choice...
