Set Up the Transformation and Change Question Set

This article focuses on the configuration for the Transformation and Change question set.

This article contains:

• Prerequisites
• Configuration
• Control Access
• Results

Prerequisites:

• Request access to the question set from your CSM.
• Security: Administrator access.

Configuration:

To set up the Transformation and Change question set:

1. Navigate to Administration > Questions > Transformation and Change.
2. Click Configure.
3. Select the questions to use in your surveys.

Note: The first question, under the Managing Change driver, sets the score for the Transformation and Change driver.

To activate the Transformation and Change question set on a specific survey:

1. Navigate to Administration > Schedule.
2. Add a new Schedule or click the View button on an existing Schedule.
3. Select the Frequency tab.
4. Click on the Transformation and Change question set category.
5. Select frequency options.
6. Save your changes.

You can choose to set frequencies for the:

• Main question
• Driver 
• Sub driver

Note: You must activate the Transformation and Change question set for every schedule that you wish to include the question set in.

Note: Currently the following components are not available for the question set:

• External benchmarks
• Strengths and priorities
• Micro-courses / Articles

Control Access:

1. Navigate to Administration > Access Control.
2. Select access control groups.
3. Click the button for the Transformation and Change question set.
4. Select the level of access you require for your selected access control groups.
   

Results:

Dashboard users will only see the data (score, comments, etc.) for the drivers and question sets they have access to.