This article covers essential tips and tricks for working with the EFS Panel, including testing procedures, working with CSV files, managing external surveys, and enhancing security features. Testing in the Panel When setting up and operating a panel it is often necessary to check and test complex processes. EFS Panel gives you the option of […]
Category: Enterprise Feedback Suite
Dashboard Neo
EFS Leadership
Identity Providers and SSO
MySight
People
Platform Administration
Portals
Projects
Report Manager
Website
Getting Started: Familiarizing Yourself with the CMS
This article provides a comprehensive guide on familiarizing yourself with the Content Management System (CMS) of the EFS Panel. It covers the panel website from both a visitor’s and panelist’s perspective, explains how to edit the panel website, and offers guidance on planning panel sites. This chapter will help you familiarize yourself with EFS Panel’s […]
Blogs, Forums and Chats
This article covers various community engagement tools available in the EFS Panel, including blogs, forums, chats, and downloads. These features allow panelists to interact, share information, and participate in discussions within the panel community. Panelist Blogs You can allow the members of your panel community to keep their blogs. The functional scope in brief: Example […]
Dashboard neo
This article provides a comprehensive guide on using Dashboard neo, a powerful tool for creating and sharing ad-hoc dashboards for your surveys. It covers the process of creating a dashboard, configuring filters, changing languages, and sharing the dashboard via a link. Creating a Dashboard To create a dashboard using Dashboard neo, follow these steps: Your […]
The Report Definition overview page
This article provides a comprehensive guide to the Report Definition overview page in the Report Manager. It covers the various elements, settings, and functionalities available for creating and managing report definitions. Our orientation begins at the top left, where the name entered on the Report Definition tile is displayed next to the back button. Your […]
Report Manager
This article provides a comprehensive guide to the Report Manager, a powerful tool for generating and managing reports in TIVIAN’s EFS Survey and EFS Panel projects. It covers the Tagging Tool, starting page, setup page, and various functionalities of the Report Manager. The Report Manager in Reporting+ (TIVIAN’s solution for EFS Survey and EFS Panel […]
Report order and Report distribution
This article covers the process of ordering reports and distributing them using the Report Manager. It explains different report types, how to select focus units, comparison groups, and apply filters. The article also details the steps for distributing reports to EFS Employees and accessing them through Portals. This guide provides comprehensive information on report ordering, […]
EFS Leadership
This article provides an introduction to EFS Leadership, a module of the Enterprise Feedback Suite designed for multi-source feedback processes, particularly 360° leadership surveys. It covers the basics of creating a multi-source feedback project and navigating the EFS Leadership admin area. EFS Leadership Overview EFS Leadership is a specialized module within the Enterprise Feedback Suite, […]
Designing the Feedback Questionnaire
This article provides guidance on designing feedback questionnaires for multi-source feedback projects, focusing on displaying MSF data and using it in the condition editor. Displaying MSF Data in the Questionnaire From EFS 10.3, piping simplifies the insertion of MSF-specific data in the questionnaire. A dedicated dialog shows all available data, allowing you to select the […]
Participant Administration (Leadership)
This article provides a comprehensive guide on participant administration for multi-source feedback in leadership contexts. It covers the level concept, participant pool management, wave administration, focus persons, feedback providers, and various methods for defining feedback constellations. The Level Concept The participant administration in multi-source feedback has a multi-level structure, allowing participants’ data to be viewed […]