Messages Options (EX)

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Qtip: This page describes functionality available to Engagement, Lifecycle, and Ad Hoc Employee Research projects. For more details on each, see Types of Employee Experience Projects.

About Messages Options

This section is only useful if you are using Action Plans in your dashboards. Simply turn the options on or off as desired.

Options

- Send email to people when they are added as an owner of an action plan or task: When an individual is added as an owner of an action plan or task within a dashboard, the individual will be sent an automated notification email. You cannot edit the content of this message.
- Send email to action plan owners when a comment is posted: When someone posts a comment on an action plan or task, the action plan owner will be sent an automated notification email.

Action Plans Dashboard Setti...

Inside the Action plans section of your dashboard's settings, you can enable action planning. You can also set up additional fields for users fill out when they create action plans.

Dashboard Translation (EX &#...

If your audience speaks multiple languages, it may be beneficial to have their dashboard results available to them in their preferred language. The Translation tab allows you to translate the parts of your dashboard that do not automatically translate.

Action Set Advanced Options

You can find Advanced Options for any intercept action by clicking Options on the top right of the action set.

Guided Action Planning (EX)

Guided action planning allows you to close the loop with employee feedback, giving every leader and manager the power to drive impact in areas employees care about most. Admins can give managers best practice guidance and recommended actions specific to each focus area so they can create action plans. Furthermore, you can embed your own culture-specific content in any EX project, or leverage Qualtrics best practices content in the guided XM Employee Engagement Solution to associate with each recommended action.

Action Plans Dashboard Setti...

When you've reviewed your dashboard data and noticed areas of your company that can use improvement, you can set up action plans to detail how you'll improve these areas.

Action Plan Users Widget (EX...

The action plan users widget shows a list of users who have permission to use action planning. Users will also be able to view the email addresses, unique identifier, and other associated person metadata for each of these users. This widget can help organizations track managers that are using action planning and managers who have not created or do not own action plans, to be able to drive more accountability and action.

Messages Options (EX)

About Messages Options

Options

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