How to create and edit dimension?
Roles, that can do this: Unit supervisor, Management and Admin -users
Please notice, that if you edit an existing dimensions name, the dimension will disappear from the forms.
With the help of dimensions, you can have additional information about the evaluated customer interactions and coaching sessions in your unit. You can use dimensions in reporting, to sort out specific results.
You can create Dimensions by clicking on your name in the top right corner of the application and selecting Company Settings.
n the Company Settings, select the Dimensions tab.
To create a new Dimension, click the Add new button in the top right corner of the page.
Give the Dimension a name.
Choose whether you want the Dimension to be an Option list or a Text field*. If you select a Option list, separate the options by pressing the Enter key.
When the Dimension is ready, click Save at the bottom of the page.
After this, the Dimension can be added to the evaluation and/or coaching form by going to the form editing section and adding the Dimension to the form. You can find more detailed instructions here.
You can edit Dimensions mainly by changing their name or by removing or adding options to the dropdown list.
Note! The formatting of the options cannot be changed after creation.
If you want to edit the name of an existing Dimension, you can do so. When saving, you can choose whether to also change the Dimension’s name in the history.
Deleting a Dimension removes it from all forms but retains the historical data and selections on the forms.
Note! If an evaluation is edited after a Dimension has been deleted, it will also be removed from the old form when the edit is saved.
If your organization has Audit Features as an additional service, you can define the Dimension to apply to all Companies.
Please notice, that if you edit an existing dimensions name, the dimension will disappear from the forms.
With the help of dimensions, you can have additional information about the evaluated customer interactions and coaching sessions in your unit. You can use dimensions in reporting, to sort out specific results.
Creating Dimensions
You can create Dimensions by clicking on your name in the top right corner of the application and selecting Company Settings.
n the Company Settings, select the Dimensions tab.
To create a new Dimension, click the Add new button in the top right corner of the page.
Give the Dimension a name.
Choose whether you want the Dimension to be an Option list or a Text field*. If you select a Option list, separate the options by pressing the Enter key.
When the Dimension is ready, click Save at the bottom of the page.
After this, the Dimension can be added to the evaluation and/or coaching form by going to the form editing section and adding the Dimension to the form. You can find more detailed instructions here.
Editing Dimensions
You can edit Dimensions mainly by changing their name or by removing or adding options to the dropdown list.
Note! The formatting of the options cannot be changed after creation.
If you want to edit the name of an existing Dimension, you can do so. When saving, you can choose whether to also change the Dimension’s name in the history.
Deleting a Dimension removes it from all forms but retains the historical data and selections on the forms.
Note! If an evaluation is edited after a Dimension has been deleted, it will also be removed from the old form when the edit is saved.
If your organization has Audit Features as an additional service, you can define the Dimension to apply to all Companies.
Updated on: 10/08/2024
Thank you!