Customise

Settings

The settings menu is the first screen displayed in the Customise step

In the Settings menu, you can:

1. Set a Workflow link expiry date
2. Enable / disable Authentication
3. Set the required Responses level
4. Customize Survey Completion Message
5. Add Branding to stylize the survey using your own logo and colors
6. Preview Survey

Workflow Link Expiry Date

This date will be the last date when survey participants are able to access the survey

Links will expire at 23:59 co coordinated universal time UTC on selected date

After this date, all the survey links will expire and the survey state will become Closed

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

1. Switching the Require authentication toggle switch to on

2. 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

Responses

When completing a survey, respondents will estimate the time spent on each activity selected

The Responses Slider Control allows the setting of permitted total time allocated for a survey to be submitted

The default setting is 90% to 110% which means a respondent may enter activity time totaling anywhere between 90-110% of their actual working hours

Adjusting this slider can extend or restrict this range

Note: There is no validation performed on the total time when submitting Target surveys

Completion Message

When a survey is submitted by a respondent a completion message is displayed on screen

The text of this message may be edited in this section

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

Survey pages and questions

By default the Activity Target Survey will contain four pages with an optional fifth page

1. Introduction
2. Activity Selection
3. Target Setting
4. Review and Submit
5. Other Feedback

The customise step allows these pages and the questions on them to be tailored to suit the audience and application

Introduction

1. Default introduction text is provided in the text box. This may be edited (typically instructions and context to running the survey) and formatted using the text editing options
2. 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

Activity Selection

The activity selection screen is where participants will select which activities are linked to which roles

This screen has no additional questions available to add but the page name and welcome text may be edited if required

Target Setting

The target setting screen has three options available to enable on it:

1. Time allocation
2. Responsibility Level
3. Importance

By default it has no options enabled on it and will therefore not appear in the survey if no selections are made

Time Allocation

When enabled the time allocation option allows the selection of either

• A. FTE
• B. Percentage

As the unit of time allocation entry for activities

Responsibility Level

Responsibility level defines how a role is assigned to activities

Select from:

• A. RAD: Responsible, Accountable and Do
• B. RACI: Responsible, Accountable, Consulted and Informed
• C. RASIC: Responsible, Approving, Supporting, Informed and Consulted

Importance

Importance describes the how critical the activity is

Once enabled:

1. Select the number of levels of importance to be displayed (2 to 5)
2. For each level enter a label to describe the level from most important to least important

Review and Submit

The Review and Submit screen provides the participant with a screen to review the details entered prior to submission

This screen has no additional questions available to add, but the page name and welcome text may be edited if required

Other Feedback

The other feedback page is an optional one that may be added to the survey by:

1. Enabling the Other Feedback toggle switch
2. Entering or editing the welcome text
3. Entering the question details

Preview Survey

At any point during the customise stage the survey may be previewed using the Preview Survey button

Once all the pages and questions and customised as required click Continue to move to the Participants