Category: How-to

This article provides a comprehensive guide on using the Action Planner and CLF (Closed Loop Feedback) features in employee surveys. It covers the setup, configuration, and management of these tools for project managers and users responsible for follow-up processes. The Action Planner allows monitoring and administrating the follow-up process in employee surveys post-result reports. Local […]

This article explains the High Security Mode feature in Enterprise Feedback Suite (EFS), which provides additional protective measures for enhanced web application security. It covers various aspects of this mode, including stricter password criteria, tightened brute force protection, and other security enhancements. High Security Mode Features High Security Mode in Enterprise Feedback Suite includes the […]

This article explains how to set up and use the External Survey Start feature in EFS (Enterprise Feedback Suite). It covers the technical background, practical implementation, data transfer details, and special considerations when linking multiple projects or using external software. Technical Background The external survey start is based on the use of GET parameters. GET […]

This article provides a comprehensive guide on how to use the Privacy Assistant (GDPR) feature in Tivian’s Enterprise Feedback Suite (EFS). It covers the activation of the Privacy Assistant, the configuration of GDPR settings, flagging of personal data, consent form creation, and data retention management. GDPR in EFS Beginning on 25th May, 2018, the General Data […]

This article explains how to view the history of changes and actions in EFS Secure Exchange, including what information is logged and how to search through the history. Accessing the History In order to view the list of changes, switch to the Users → Exchange teams → History menu History Information The history log provides the following […]

This article provides a comprehensive guide on using the SMS Extension feature in EFS (Enterprise Feedback Suite). It covers the functionality, setup, and management of SMS messaging within the platform. Functional Scope Customers with their own installation hosted at TIVIAN can lease the SMS Extension. This extension is unavailable for group installations and external hosting […]

This article provides a comprehensive guide on EFS Secure Exchange, an add-on tool for facilitating data exchange between collaborators on EFS surveys. It covers the key features, benefits, and usage of the tool, as well as instructions for project managers to set up and manage the exchange process. What is EFS Secure Exchange? EFS Secure […]

This article provides a comprehensive guide on exchanging files using the EFS Secure Exchange platform. It covers various aspects of file management, including accessing the exchange platform, uploading and downloading files, notifying team members, and managing file statuses. Accessing the Exchange Platform There are two ways to access the exchange platform, depending on your assigned […]

This article provides comprehensive guidance on managing Exchange Teams in EFS Secure Exchange. It covers the creation, viewing, editing, and rights administration of exchange teams, as well as the assignment of user teams to these exchange teams. Exchange Teams in EFS Secure Exchange are used to manage access rights for file exchanges.  First, create exchange […]

This article provides a comprehensive guide on how to use and manage the Survey Status feature in EFS Survey. It covers setting up access, navigating the interface, understanding reporting functions, and managing export data. Setting Up EFS Survey Status Access If you wish to grant your staff or customers access to EFS Survey Status, you need […]