Customize
Settings
In the Settings menu, you can:
- Set a Survey link expiry date. This date will be the last date when survey participants are able to access the survey. After this date, all the survey links will expire and the survey state will become
Closed
- Enable / disable authentication option see Authentication for more details
- Customize survey completion message
- Stylize the survey using your own logo and colors
- Preview Survey
Add Branding
To add a brand logo click or drag a .png or jpg file onto the window
Select the file from the file selection window
The uploaded logo will be shown and can be deleted using the bin icon
Authentication
It is possible enable authentication to the survey so that any participant must first login to Orgvue before being able to complete the survey
There are 3 different types of authentication that can set to control participants access to the survey
- Switching the
Require authentication
toggle switch toon
Selecting the required authentication type from the dropdown
- a. Single sign on: This setting requires integration with the client’s single sign on system. It will require that all participants sign into their own company’s Single sign on before they can access the survey OR use an Orgvue account if they have one
- b. Orgvue users only: Participant must be an Orgvue user and use their Orgvue login to access the survey
- c. Domain Restricted This setting requires that users login to access the survey either via Single Sign On or their Orgvue account but with an additional level of authentication that their domain must be one of those defined
NOTE:
For Single sign on authentication, please ensure that all of the intended participants' email domains exist in your organization's SSO configuration as set up within the Orgvue platform.
For Domain Restricted authentication, please ensure that each of the domains entered into the Domain Restricted section exists in your organization's SSO configuration as set up within the Orgvue platform.
If you are unsure about what domains are set up for your organization in Orgvue (and there is no way for you to view that within Orgvue) please contact support@orgvue.com who will be able to provide you with this information
Survey pages and questions
By default, the Position management survey contains 4 pages, and no additional pages are available to add
Using the left navigation pane, you can visit each page to customize and populate it
- Page names are amendable by clicking the pencil icon next to each page name
- For each page, you can edit page introduction text
Introduction
Default text is provided in the text box. You can enter your own message (typically instructions and context to running the survey) and format it using the text editing options
If you'd like to get consent from survey participants, you can include a 'Terms & Conditions' section which is technically a pre-set Boolean question
Select Positions
This sections allows users to select the positions they want to link people to
The welcome text may be edited as required
To assist users to filter and select the positions to link people to, it is possible to display properties from the positions dataset by:
- Selecting the toggle switch
- Selecting the properties to show from the list
Select People
This section allows users to select the people they want to link to each Position
The welcome text may be edited as required
To assist users to filter and select the people to link to positions, it is possible to display properties from the people dataset by:
- Selecting the toggle switch
- Selecting the properties to show from the list
Allocate People to Positions
The final page allows you to configure how people will be linked to positions
FTE, Status and Comments questions all have the option to add conditional logic. See Conditional Questions for more detail
Instruction text may be edited as required
The FTE value to link the people to positions can be configured with a minimum and maximum value
The status of the link can also be customised with options entered into the options box and this can be used to indicate current incumbents or successors for positions being linked
This final option is a comments box which can be used to capture any additional information from users completing the survey
Any field can be set as Required Question
so entry is mandatory, description text can also be entered to assist users with completion and any field not required can be deleted using the delete icon
Survey templates
If you roll out multiple surveys at the same time or run a survey on a regular basis, you would not want to repeat the configuration process. Survey templates enable you to save the survey you created as a template and re-use it for other projects (with a different set of People and Activities Dataset in the same tenant). The menus are located next to 'Preview Survey' button
All the templates created in the tenant are available to choose from the dropdown. If you have a saved survey template and want to use it to create your survey, choose the template from the dropdown. All the configuration will be imported into your new survey except the Data Confirmation question which contains properties that are specific to a certain Dataset
To create a template from the survey you're working on:
- Select the
+
- Enter template name
- Select
Save
You can update the template as you make changes to the survey by clicking the 'save' icon
To rename or delete a survey template, open up the Template Manager by clicking the 'cog' icon. To rename a template, click the pencil icon, rename it and click the Save button. To delete a survey, click the bin icon
Select Participant
The next step in the survey creation process is to Select Participants