⛔️ Fresh Perspectives | Badge of the Month | October 2020

Recently we implemented the COVID-19 Symptom Screener in our organization. In doing so, it has created a "Participant" account for all of our employees. I am wondering if there is an easy way to switch all of their accounts to a "Standard" Qualtrics user. Right now I am trying to manually go in and switch them but it is a bit of a time consuming project.
Note - we use SSO for our accounts.

https://www.qualtrics.com/community/discussion/comment/30907#Comment_30907Hi Muqaibil! You may want to reach out to our Support team about this roadblock - this sounds like something our wonderful team could make recommendations for on how to implement using the Authenticator feature.

Perhaps not a Roadblock as such, but as our Qualtrics Administrator moved on to new challenges at another company I had to deep dive into learning Qualtrics and setting up our bi-annual HUGE survey.
Setting up and testing through all the requested Skip- and display logic settings along with the "In page" feature (that you want to utilize as much as you can to minimize the number of pages of the survey) sure made it feel like I was standing still at a Road Block at times. But in the end I found my way around it and came out on top in the end.
Still have a couple if outstanding items that I might have to be a little creative with. But that's the fun part. :)

https://www.qualtrics.com/community/discussion/comment/30929#Comment_30929MattM - I am all too familiar with that feeling of thinking I'm done since I finished building the survey, but it really just means I've moved into phase 2 of testing endlessly! 🤯

The roadblock or challenge my team faces is to articulate tactical starting points and strategic roadmap for our XM journey. While we have CX initiatives in swing, we need to come up with a maturity framwwork wherein we define how we shall crawl, walk, run and eventually fly in our XM journey.

https://www.qualtrics.com/community/discussion/comment/30952#Comment_30952This is such a valid point AdamK12 Most people forget its do vital to really engage the team into what to do with eth data when it arrives, to not see it as a case for anxiety and to assure meaningful actions are taken from it. We work with most teams first on understanding human centric design principles, agile working and how to distinguish noise from insight and how to make a decision when and how to act on this insight and as a next step we help teams to also link any changes they do to operational data and insights so that they can really show how their action has had an impact. This will ensure further business support as well as continued buy in and a sense of success at team level. Nothing better than knowing your process and product changes had a real positive impact on consumer experience but also on bottom line. Like anything switching to a more insight and experience centric operation needs to follow the usual change curve:
Create awareness and desire by explaining the change and new systems and the benefit. Enable people by providing the right training (not just how to work the tool but also how to read and act on the data) and how to work more agile. The same principles of qualtrics should be applied internally to close the loop internally, get frequent feedback from the teams how the new way of working is working out, and co-create the new way of working iteratly and jointly with the employees and stakeholders in mind. change is hard and just data by itself doesn't get anyone to change.

Our organization has struggled with tying in course evaluations, requests for certificates, and testimonial gathering. It may be that we are trying to do too much at once. The number of redirects is not ideal - although redirects are better than manual navigation from our learners.
We are currently discussing the workflow that we want. Our request for certificate will be done through Google Forms. Google has an awesome feature that upon completion it populates data into a Google Sheet and in Google Sheets you can do some reasonable manipulation to run a mail merge, create a PDF, and email that PDF instantaneously. This is creating a much better user experience than the daily .csv files we had Qualtrics send to us that then used Scheduled Tasks and Microsoft macros to create and send the PDF.
Our likely solution is to put the evaluation in a module that gets released when the prior modules are complete. That the evaluation will redirect to a testimonial Qualtrics survey (if they want to leave one) so their name and ratings aren't in the same place. And the course evaluation and testimonial will redirect to the Google Form. We will also have to include the link to the Google Form somewhere in the class in case students' flow gets interrupted.