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Technical Guide & Help File

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Filtering the Survey Response Data

Survey response data can be selectively displayed on any of the Survey ANALTYICS pages by setting one or more of the following filters:

  • Business units – select one or more business units and sub-units, e.g. the 2.1 Warehousing Operations division as well as the 4.2 Chilled & Frozen Foods unit. The default setting will be Organization, i.e. it will display the survey results of all the business units.

  • Engagement level – this filter will only work with the Flow@Work engagement survey, and will allow you to selectively display the survey results of all respondents at a particular engagement level. The default setting will be All engagement levels, so the survey results of all respondents will be displayed regardless of how engaged they are.

  • Demographics – display the survey results of all respondents who meet the selected demographic criteria, e.g. all respondents who have been with the organization for 1 to 5 years at the Operational/staff job level; the default setting will be OFF so the survey results of all employees will be shown.

The status of the current filter settings will be displayed in the side panel: filters with active settings will be highlighted in red, or the burgundy ON button will be displayed in the case of the demographic filter.

  

4 filter menu

  

Unit & Sub-unit Filters

Selectively display the survey responses of any arbitrary combination of units and sub-units (e.g. regions, departments, divisions, teams):

1. Open filter window – to open the Unit/sub-unit Filter window, simply click on the business unit dropdown field at the top of the screen or in the side panel.
2. Survey respondents – the number of survey respondents (survey sample size) who fall under the selected (filtered) unit/sub-unit combination will be displayed in the side panel under the Demographic filter heading.
3. Total employees – the total number of employees (survey population) of the selected (filtered) unit/sub-unit combination will also be displayed in the side panel.
4. Expand/collapse – business units with sub-units reporting to them will have arrows next to their names; click on the arrows to expand or collapse the sub-units.
5. Select/deselect – select to include, or deselect to exclude, a business unit from the Unit/sub-unit filter. Selecting a business unit with sub-units will automatically select the sub-units as well.
6. Close – click on the Close button to close the window.
7. Clear – click on the Clear button to deselect all the business units that are currently selected.
8. All – click on the All button to select all the business units; selecting the Organization unit will have the same effect.
9. Apply – click on the Apply button to apply the selection and to update the analytics dashboard.

  

4 filter unit 

Demographic Filters

The Demographic Filter function will allow you to selectively display the survey results of any arbitrary permutation of demographic data, e.g. all the Operational /staff respondents in the 21 – 50 age group. The number of respondents who meet the demographic filter criteria will be displayed in the side panel under the Demographic Filter heading, followed by the selected demographic categories and attributes.

1. Open filter window – to open the Demographic Filter window, click on the EDIT button in the side panel.
2. Activate/deactivate filter – click on the ON/OFF button to activate or deactivate the demographic filter.
3. Expand/collapse – click on the arrows to expand or collapse a demographic category.
4. Select/deselect category – click on the demographic category check box to select or deselect all the demographic attributes of a demographic category.
5. Select/deselect attribute – click on the demographic attribute check box to select or deselect a specific demographic attribute.
6. Close – click on the Close button to close the window.
7. Clear – click on the Clear button to deselect all the demographic categories and attributes that are currently selected.
8. All – click on the All button to select all the demographic categories and attributes.
9. Apply – click on the Apply button to apply the selection and to update the analytics dashboard.

  

4 filter demographic

  

Engagement Level Filters

The Engagement Level filter will allow you to selectively display the survey results of all respondents at a particular engagement level. Please note that this filter will only be available if the Flow@Work engagement survey was used as the basis of the survey.

1. Open the Engagement Level dropdown – click on the Engagement level field to open the Engagement Level dropdown window.
2. Select an engagement level – click on one of the engagement levels to select it.

  

4 filter engagement level

  

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