This article provides a comprehensive guide on configuring the process for a multi-source feedback system using EFS Leadership. It covers various aspects of setting up and managing feedback roles, statuses, and the feedback center. Planning and Organization Tips Proper planning is crucial for a successful multi-source feedback process. Consider the following aspects: Dashboards and Reports […]
Category: Enterprise Feedback Suite
Dashboard Neo
EFS Leadership
Identity Providers and SSO
MySight
People
Platform Administration
Portals
Projects
Report Manager
Website
Using Master Data and Process Data
This article explains how to use Master Data and Process Data in EFS (Enterprise Feedback Suite) for multi-source feedback projects. It covers the definition, collection, and utilization of different types of data, as well as how to modify and create variables to meet project requirements. Types of Data in EFS EFS collects and uses various […]
Testing and Activating the Project, Exporting Results
This article covers the process of testing and activating a project in EFS, as well as exporting results. It provides step-by-step instructions for activating a project, testing the questionnaire and feedback center, resetting the project, and exporting various types of data. Activating the Project Before starting the feedback process, you need to adjust the basic […]
Overview of the User Rights
This article provides a comprehensive overview of user rights in various aspects of system management, including organizational user management, structure construction, participant management, field response, reporting, action planning, and logistics. Rights Related to Project Management Right Read Write archive_project With read rights, you can archive projects and use the archive. chg_url With write rights, you […]
Profile
This article provides information on managing your user profile, personal preferences, and account settings in the Survey software. It covers topics such as accessing your account, changing personal settings, and understanding time zone configurations. Accessing Your User Account There are two ways to access your user account settings: From here, you can: Personal Preferences To […]
Options
This article covers the Options menu in EFS, which provides access to various system configuration settings, performance monitoring tools, and administrative functions. It includes information on the Platform Cockpit, System Settings, Mail Queue, SMS Admin, File Exchange, and ACL Rights. Platform cockpit The platform cockpit, which is located in the Options module, visualizes the status of the […]
Users
This article provides comprehensive information about user management in EFS, including creating and managing user accounts, teams, and exchange teams. It covers various aspects of user administration, rights management, and system security features. Users Each user account is assigned to one or more teams. Membership in a respective team determines the individual functions to which […]
Using the EFS platform
This article provides comprehensive information about accessing and using the EFS (Enterprise Feedback Suite) application, including login procedures, browser support, security measures, and technical requirements. The Login Process The EFS administration area is accessed through a personal login, typically found at http://www.your-domain.com/www/ or via a secure https connection for new installations. The admin area login is protected […]
Platform Administration
This article provides an overview of the Platform Administration features in the EFS system, including the System, Support, and User menus, and language settings. Menu Bar Overview The menu bar in the upper right corner of the EFS interface contains three drop-down menus: System, Support, and User. Additionally, you can find the Language button to […]
Mail Templates (Tables Overview)
This article provides comprehensive information about mail templates in EFS (Enterprise Feedback Suite), including types of mail templates, wildcards for different project types, and properties of mail templates. Mail Template Types Mail template type Survey Panel Website Portals When it is used Default mail Is available in all non-automated dispatch processes. Invitation mail Used to […]