ExAM Insight

ExAM Insight allows you to publicly display relevant dashboard information to an external user.

A relevant example of a situation where ExAM insight would provide valuable information to your organization would be if you were administering a company-wide engagement assessment. An example of this would be if you had an assessment that you intended to distribute to every person in your company for the purpose of gathering feedback. Utilizing ExAM Insight during the administration of that assessment would allow you to gain quick information on response rates as well as what those responses are at glance. With that information, you would be able to identify trends or deficiencies and take the proper actions to mitigate or boost response rates.

The first step is putting the ExAM insight feature to use is to have the assessment that you are administering built. I’m sure you are a pro at building assessments by now so at this time you should whip up that assessment and return back here for further instructions on configuring the feature.

Here is an example of a simple assessment built to demo this feature.

Now that you have your assessment built it is time to get into the smaller details that allow ExAM Insight to work.

Here is the list of fields that exist within ExAM to support the Insight feature. If they are not already on the page layout you will want to add to the page layouts of the respective objects.

  • Potential respondents field has been added to the answer option object and the assessment template object

  • Dashboard minimum threshold field has been added to the answer option object

  • Dashboard maximum threshold field has been added to the answer option object

For each answer option on the assessment that you have created, you will want enter in values for the previously mentioned field based on your organization, as well as provide the question and answer options with weights since that is the process that enables the dashboard thresholds to function.

For example, one of the questions in the demo assessment is “What section of the company do you belong to?” for each answer option you would need to enter in the expected number of respondents. Dependent on the expected number of respondents you would calculate what weight percentage that answer option should be set to. To calculate the answer option weight you would take the expected number of respondents and divide that by 100 and that would determine the answer option weight. Once you have determined the answer option weight you are able to calculate the dashboard minimum threshold by multiplying the answer option weight by whatever number or responses you want to collect before the information is displayed in the dashboard. Once you have all these numbers sorted out you would navigate to the answer option and input these values and Save.

Now that you have all the fields filled with the necessary information to support the dashboard we can actually generate it. To do this you will navigate to the Dashboards object tab.

On this page, you will click the New button. You will then be prompted to enter in the Dashboard Name, Assessment Template ID that you wish to relate the dashboard too, a dashboard Title and Description(if desired), and indicated whether you want this dashboard to utilize the Threshold Settings. Once you have entered in all the information you will click Save.

At this point, you have generated a public URL for your dashboard that can be found on the dashboard page, but if you were to click on it it would be blank. In order for the dashboard to populate information, we must create a Dashboard Detail.

To create a new dashboard detail you will click on the New Dashboard Detail button. Once you have done this you will be prompted to provide a Dashboard Detail Name, Question template, and a Type. When you have provided all that information you will click Save.

At this point, you have provided your dashboard with enough information for it to display that information. You can check how it looks by clicking on the Dashboard URL. Since no responses have been recorded on the assessment you should not expect to see any data other than what you have provided.

You are able to repeat the step of adding a new dashboard detail multiple times to add additional questions from the assessment template to the dashboard page.

This dashboard will update in real time as responses are recorded. Here is what the dashboard may look like during the administration of the assessment.

Notice that the Human Resources is not showing the number of responses. That is due to the fact that the number of responses received has not yet exceeded the minimum threshold value that was set for that answer option. Once it exceeds the minimum threshold value it will correctly display the number of responses.

Now that you understand how all the part fit together to make everything work as a whole you can try out different settings and scoring to better utilize this functionality within your organization. If you have any question or feedback regarding this functionality or just general information feel free to contact us here.