Merge pull request #9086 from MicrosoftDocs/main

Publish main to live, 12/18/24, 3:30 PM PT

Viva/engage/eac-answers-overview-set-up.md

@@ -3,9 +3,9 @@ title: "Set up Answers in Viva"
 description: "Overview and setup of Answers in Viva, including licensing, technical requirements, and data management."
 ms.reviewer: ethli
 ms.author: donnabouldin
-author: Starshine89
+author: v-rgrace
 manager: elizapo
-ms.date: 01/17/2024
+ms.date: 12/17/2024
 audience: Admin
 f1.keywords:
 - NOCSH
@@ -29,11 +29,11 @@ Answers helps users get their questions answered, connect with subject matter ex
 
 ## Licensing
 
-Users who are assigned the Viva Engage Knowledge service plan, which is part of the Microsoft Viva Suite and Viva Employee Communications and Communities licenses, have access to the Answers experience in the Viva Engage Teams app. These users can ask and answer questions in communities and on the Answers tab, find similar questions, and receive rewards and recognition.  
+The Viva Engage Knowledge service plan is part of the Microsoft Viva Suite license, and of the Viva Employee Communications and Communities licenses. Users with the Viva Engage Knowledge service plan have access to the Answers experience. These users can ask and answer questions in communities and on the **Answers** tab, find similar questions, and receive rewards and recognition.  
 
-Users who aren't assigned the Viva Engage Knowledge service plan won't have the full Answers experience, but can ask questions and view, vote, and respond to questions others have written from the communities in which they’re a member. Anytime their name is mentioned in Answers, they receive notifications to those questions and can visit those threads.
+Users without the Viva Engage Knowledge service plan don't have the full Answers experience. Those users can ask questions, and view, vote, and respond to questions from communities in which they’re a member. Anytime their name is mentioned in Answers, they receive notifications to those questions and can visit those threads.
 
-For more information about permissions, see [Administrator scenarios for Answers in Viva Engage](eac-answers-admin-scenarios.md).
+For more information about permissions, see [Manage admin roles in Viva Engage](eac-key-admin-roles-permissions.md).
 
 ## Technical requirements
 
@@ -43,27 +43,32 @@ By default, the Answers experience is enabled for networks that meet the followi
 
    Viva Engage is enabled for the organization and users have access to Viva Engage services. For the best Answers experience, we recommend that all organizations [install the Viva Engage app in Microsoft Teams](/viva/engage/setup#installing-viva-engage). 
 
-1. **Viva Engage network is in Native Mode**
+2. **Viva Engage network is in Native Mode**
 
    [Native Mode](overview-native-mode.md) is a state of a Viva Engage network where all users are in Microsoft Entra ID. All communities are Microsoft 365 groups and all files are stored in SharePoint Online. This setup ensures that the service can appropriately apply topic permissions and management. For details, see the [guide to migrate](native-mode-guide.md) the network to Native Mode.
 
-2. **Viva Engage is enabled to use Viva Topics**
+3. **Topics migrated to Viva Engage**
 
-   Viva Topics will be retired in 2025. As part of that change, Viva Engage will return to a simplified topics mode. During the transition, we will pause proactive migrations to use Viva Topics, but continue migrations that enable Viva Engage networks to use Answers by request.
-  Customers aren't required to have a paid Topics license to migrate their topics or to use Answers. Learn more about [the migration](/microsoft-365/topics/topic-experiences-viva-engage), [the Topics experience](https://support.microsoft.com/topic/viva-topics-experience-in-yammer-8e85bc0d-086e-49a2-974b-39f60129257d), and the [Topics retirement](/microsoft-365/topics/changes-coming-to-topics?view=o365-worldwide).
+   Answers enablement depends on topics migrating to a supported version of topics in Viva Engage. We are in the middle of a transition as Viva Topics will be retired in 2025. As part of that change, Viva Engage will no longer use Viva Topics or Lightweight Topics. Migrations are planned to complete in Spring 2025. [Learn more about the Viva Topics retirement](/microsoft-365/topics/changes-coming-to-topics?view=o365-worldwide&amp&preserve-view=true;WT.mc_id=M365-MVP-9501).
+
+4. **Viva Engage is enabled to use Viva Topics**
+
+   Viva Topics will be retired in 2025. As part of that change, Viva Engage will return to a simplified topics mode. During the transition, proactive migrations to use Viva Topics will pause. Migrations that enable Viva Engage networks to use Answers by request will continue.
+
+   Customers aren't required to have a paid Topics license to migrate their topics or to use Answers. Learn more about [the migration](/microsoft-365/topics/topic-experiences-viva-engage), [the Topics experience](https://support.microsoft.com/topic/viva-topics-experience-in-yammer-8e85bc0d-086e-49a2-974b-39f60129257d), and [Viva Topics retirement](/microsoft-365/topics/changes-coming-to-topics?view=o365-worldwide&amp&preserve-view=true;WT.mc_id=M365-MVP-9501).
 
-   Customers awaiting topics migration can request to get Answers enablement prioritized, which may include Native Mode support or Viva Engage Topics migration to Topics. Contact your customer account manager or Microsoft Viva Engage support to file a support ticket.
+   Customers awaiting topics migration can request priority Answers enablement, which may include Native Mode support or topics migration. Contact your customer account manager or Microsoft Viva Engage support to file a support ticket.
 
 ## Compliance and Answers data
 
-Unless you’ve set a unique policy for Answers, a group in Microsoft 365 backs up Answers data. This group follows your organization’s default data [retention policies](/microsoft-365/compliance/retention-policies-yammer). The Answers backing group is autoprovisioned when the first question is posted or a question attachment is created. At the time of creation, all Microsoft 365 Global admins are assigned as owners of the backing group, which is called *Group for Answers in Viva Engage – DO NOT DELETE.*
+By default, a group in Microsoft 365 backs up your Answers data. This group follows your organization’s default data [retention policies](/microsoft-365/compliance/retention-policies-yammer). The Answers backing group autoprovisions when the first question is posted or a question attachment is created. At the time of creation, all Microsoft 365 Global admins are assigned as owners of the backing group, which is called *Group for Answers in Viva Engage – DO NOT DELETE.*
 
-Owners of the backing group should ensure that Answers remains compliant with network policies and doesn't get accidentally deleted. Admins can export data if you want to delete the backing group in Microsoft 365. If the backing group is deleted, Answers won't be functional.
+Owners of the backing group should ensure that Answers remains compliant with network policies and doesn't get accidentally deleted. Admins can export data if you want to delete the backing group in Microsoft 365. Deletion of the backing group stops Answers from working.
 
 >[!NOTE]
-> A soft delete is recoverable within 30 days. A hard delete results in *permanent* data loss.
+> You can recover a soft delete within 30 days. A hard delete results in *permanent* data loss.
 
-Answers data is available in [eDiscovery](/viva/engage/manage-security-and-compliance/overview-of-ediscovery), so you can identify and deliver electronic information that can be used as evidence in legal cases.
+You can find Answers data in [eDiscovery](/viva/engage/manage-security-and-compliance/overview-of-ediscovery), so you can identify and deliver electronic information that can be used as evidence in legal cases.
 
 #### General Data Protection Regulation (GDPR)
 
@@ -74,7 +79,7 @@ For a GDPR user data export, verified Viva Engage admins and Engage admins can f
 > [!NOTE]
 > You must be a Microsoft 365 Global admin to configure Answers and Answers-related options.
 
-By default, Answers is turned on. Optionally, you can hide Answers from view in the Viva Engage Teams app, which allows users to access Answers content only through existing links. However, they won't be able to contribute to threads or navigate the Answers experience.
+By default, Answers is turned on. Optionally, you can hide Answers from view in the Viva Engage Teams app, which allows users to access Answers content only through existing links. If you hide Answers, users can't contribute to threads or navigate the Answers experience.
 
 1. In the Viva Engage Teams app, select the ellipses button from the top right navigation bar, and select **Admin** to navigate to the Viva Engage admin center.
 
@@ -93,9 +98,9 @@ By default, Answers is turned on. Optionally, you can hide Answers from view in
 
 ## Option: Show Viva Engage experience
 
-Answers resides within Viva Engage. Organizations that aren't ready to begin using all the Viva Engage features can choose to enter an Answers-focused experience and hide other Viva Engage features such as storylines, communities and leadership. Hidden Viva Engage content can still be accessed through existing links, but users can't navigate to Viva Engage features other than Answers.
+Answers resides within Viva Engage. Organizations that aren't ready to start using all the Viva Engage features can choose to enter a limited Answers-focused experience. Doing so hides other Viva Engage features such as storylines, communities, and leadership. You can still access hidden Viva Engage content through existing links, but users can't navigate to Viva Engage features other than Answers.
 
-For this feature to be available, the network must have two or fewer Engage communities.
+To use this feature, the network must have two or fewer Engage communities.
 
 1. In the Viva Engage Teams app, select the ellipses button from the top right navigation bar, and select **Admin** to navigate to the Viva Engage admin center.
 
@@ -111,7 +116,7 @@ This option is unavailable if Answers if turned off, or if the tenant has more t
 
 ## Option: Enable AI-suggested topics
 
-Users assigned the Viva Engage Knowledge Service Plan have AI-suggested topics in Answers. When a user posts a question on Answers, generative AI returns up to three relevant topics for the user to include with their post.
+Users with the Viva Engage Knowledge Service Plan have AI-suggested topics in Answers. When a user posts a question on Answers, generative AI returns up to three relevant topics for the user to include with their post.
 
 1. In the Viva Engage Teams app, select the ellipses button from the top right navigation bar, and select **Admin** to navigate to the Viva Engage admin center.
 
@@ -138,7 +143,7 @@ By contributing to Answers in Viva, users can earn and collect up to five differ
    - **On** enables badges for the organization.
 
    - **User Preference** enables badges for the organization while allowing individuals to opt out. The end user can turn off badges in Viva Engage by selecting the ellipses button on the right of their **Achievements and awards** page.
-   - **Disabled** turns badges off in Answers in Viva. If you switch this control from **On** to **Disabled**, all badges earned by users are deleted and unrecoverable. Answers stops collecting user data for badges.
+   - **Disabled** turns off badges in Answers in Viva. If you switch this control from **On** to **Disabled**, all badges earned by users are deleted and unrecoverable. Answers stops collecting user data for badges.
 
    [![Screenshot shows the Viva Engage interface where users can turn off Answers badges.](/Viva/media/netnew/badges-turn-off.png)](/Viva/media/netnew/badges-turn-off.png#lightbox)
 

Viva/glint/setup/add-new-questions.md

@@ -14,7 +14,7 @@ search-appverid: MET150
 ms.topic: article
 ms.service: viva-glint
 ms.localizationpriority: high
-ms.date: 10/31/2024
+ms.date: 12/18/2024
 ---
 
 # Add survey items, sections, and section breaks to a Viva Glint program
@@ -55,14 +55,26 @@ The Viva Glint Question Library has over 400 validated survey items for you to c
 
 1. Select your item from the new list and then press the **+** symbol. A "Question Added" banner displays briefly on the **Questions** page.
 
-### Create a new question
+## Create new questions
+
+### Considerations for custom questions
+
+When creating new custom questions, keep in mind that:
+
+- There are no preloaded translations
+- There are no external benchmarks
+- Custom questions aren't included in the [Attrition Risk Index](/viva/glint/reports/alerts-report-attrition-risk#attrition-risk-index)
+- Custom questions aren't mapped to standard [Action Plan Templates](/viva/glint/setup/customize-action-plans#understand-terminology-associated-with-content-resources-and-action-plans) or recommended [Focus Areas](/viva/glint/people-science/people-science-explains-focus-areas)
+
+### How to add a new custom question
 
 Select the **+ Create** button. A **Create Question** window opens.
 
 > [!CAUTION]
 > Your organization may have policies governing appropriate survey items for employees. Ensure you have consulted any such policies before proceeding. Rather than create a new item, search the Question Library for existing questions that could be reused or repurposed. Glint standard questions are validated and typically come with benchmarks and action plans. 
 
 For your new item, complete the following fields:
+
 1. Select a **Language** from languages prepopulated in the dropdown menu
 1. Select the **Question Type** - rating, multiple choice, open-ended
 1. Assign a **Reporting Label** for easy identification of your item
@@ -78,8 +90,9 @@ For your new item, complete the following fields:
 
 ## Differentiate between a section *break* and a survey *section*
 
-Understand the vocabulary:
- - **Section break:** User scrolls and new items are shown *without any header.* For surveys that cover more than one topic, the appearance of a Section Break gives notice that the topic is switching.
+Understand the vocabulary:  
+
+- **Section break:** User scrolls and new items are shown *without any header.* For surveys that cover more than one topic, the appearance of a Section Break gives notice that the topic is switching.
 - **Survey section:** A *persistent header* with multiple items tied to it, which remains at the top of the screen as the user responds.
 
 ### Add a Section Break 
@@ -89,11 +102,11 @@ Understand the vocabulary:
 3. Provide a title and descriptive text for the section break in the boxes provided.
 4. Select **Save Changes.** Now the Section Break title appears as a row beneath your survey items, with a quotation mark calling it out.
 
-:::image type="content" source="../../media/glint/setup/add-section-break.png" alt-text="Screenshot of a Section Break row.":::
+   :::image type="content" source="../../media/glint/setup/add-section-break.png" alt-text="Screenshot of a Section Break row.":::
 
 5. Move the row by dragging it into place where you want it to alert survey takers of a new section.
 
-:::image type="content" source="../../media/glint/setup/section-break-moved.png" alt-text="Screenshot of a Section Break row moved between chosen survey item sections.":::
+   :::image type="content" source="../../media/glint/setup/section-break-moved.png" alt-text="Screenshot of a Section Break row moved between chosen survey item sections.":::
 
 #### More actions for Section Breaks
 
@@ -106,11 +119,11 @@ Use the ellipses next to a survey item to display the option to edit or delete t
 3. Provide a title and descriptive text for the section in the boxes provided.
 4. Select **Save Changes.** Now the Survey Section appears as a row beneath your survey items, with brackets calling it out.
 
-:::image type="content" source="../../media/glint/setup/add-survey-section.png" alt-text="Screenshot of a Survey Section row.":::
+   :::image type="content" source="../../media/glint/setup/add-survey-section.png" alt-text="Screenshot of a Survey Section row.":::
 
 5. Move the row by dragging it into place where you want it to display for survey takers.
 
-:::image type="content" source="../../media/glint/setup/section-break-moved-2.png" alt-text="Screenshot of a Survey Section row moved before chosen survey item sections.":::
+   :::image type="content" source="../../media/glint/setup/section-break-moved-2.png" alt-text="Screenshot of a Survey Section row moved before chosen survey item sections.":::
 
 #### More actions for Survey Sections
 
@@ -123,16 +136,12 @@ Use the ellipses next to a survey item to display the option to edit, target a n
 1. Select **Add Question.** The **Question Library** slider panel opens.
 2. **Choose a new item.** In this image, *Culture/5-point scale* is chosen:
 
-:::image type="content" source="../../media/glint/setup/section-question-added.png" alt-text="Screenshot which shows a new item added under a Survey Section.":::
+   :::image type="content" source="../../media/glint/setup/section-question-added.png" alt-text="Screenshot which shows a new item added under a Survey Section.":::
 
 3. The new survey item shows under the Survey Section row.
 
 
 
-
-
-
-
 
 
 

Viva/insights/advanced/analyst/templates/power-bi-faq-troubleshoot.md

@@ -55,15 +55,15 @@ Power BI templates are a great way to begin your journey with Viva Insights. Aft
 
 ## FAQ
 
-### Q1 Who can create the report in Power BI?
+### Q1. Who can create the report in Power BI?
 
 You need to be assigned the role of **Insights Analyst** in the advanced insights app to create the report. You also need to have the June 2022 version or newer of Power BI Desktop version installed. [Get Power BI](https://powerbi.microsoft.com/en-us/desktop/).
 
-### Q2 Can I share the underlying report dataset with others in my organization?
+### Q2. Can I share the underlying report dataset with others in my organization?
 
 To maintain data privacy, only employees assigned the role of **Insights Analyst** in the advanced insights app should have access to the underlying dataset in the Power BI report.
 
-### Q3 How frequently is data refreshed in the report?
+### Q3. How frequently is data refreshed in the report?
 
 If you selected the auto-refresh option for your Viva Insights query, your query automatically runs and computes a new result every time Viva Insights gets updated collaboration data for licensed people. 
 
@@ -72,7 +72,7 @@ However, the new results aren't automatically refreshed in Power BI. If you're w
 >[!Important]
 >You need to manually adjust the **Selected time frame** setting in the report's **Settings** page to view the most recently processed data.
 
-### Q4 What languages are the reports available in?
+### Q4. What languages are the reports available in?
 
 Power BI report templates are available in these languages: 
 
@@ -96,14 +96,17 @@ However, there are a few template elements that aren't localized:
 * Column names, including metric names. When you set up the query for your Power BI report, the advanced insights app displays metric names based on your location settings. However, when query results load into the Power BI template, metric names are translated back into English.
 * Currency symbols. Currency only uses the “$” symbol.
 
-### Q5 How do I use Power BI?
+### Q5. How do I use Power BI?
 
 See [Power BI documentation](/power-bi) for details on how to use Power BI.
 
 ## Troubleshooting
 
 Here are a few errors you might encounter, and what might be causing them.
 
+>[!Important]
+>Certain reports use multiple data sources. If you see multiple entries for different data sources in the Data source settings, you might need to repeat the resolution steps for each data source.
+
 ### The import VivaInsight.Data matches no exports. Did you miss a module reference?
 
 If you get this error, you aren't using the June 2022 version of Power BI Desktop or newer: