Merge pull request #8734 from MicrosoftDocs/main

Publish main to live, Friday 10:30AM PDT, 10/18

Viva/glint/TOC.yml

@@ -174,6 +174,8 @@ items:
         items:
             - name: Custom User Roles
               href: setup/custom-user-role.md
+            - name: Custom data access export
+              href: setup/custom-access.md
       - name: Question Library
         href: setup/question-library.md
         items:
@@ -281,6 +283,8 @@ items:
                 items:
                   - name: Add items and sections
                     href: setup/add-new-questions.md
+                  - name: Edit questions during a live survey
+                    href: setup/question-edit.md
                   - name: Target survey items
                     href: setup/targeted-survey-items.md
                   - name: Add item Display Logic

Viva/glint/communicate/survey-taker-faq.md

@@ -14,7 +14,7 @@ search-appverid: MET150
 ms.topic: article
 ms.service: viva-glint
 ms.localizationpriority: high
-ms.date: 02/15/2024
+ms.date: 10/17/2024
 ---
 
 # FAQs for survey participants
@@ -66,3 +66,7 @@ Viva Glint's platform makes confidentiality a priority. Learn more about [how Vi
 - Safari
 - Mozilla Firefox
 - You can also gain mobile access through iOS Safari and Android Chrome
+
+### What do I see if an admin edits a question during a live survey?
+
+If a Viva Glint Admin edits a question during a live survey, admins can send users who started or completed a survey an email notification. To view the edited survey question, use [retake survey steps](#can-i-change-answers-after-submitting-my-survey) to resubmit your responses.

Viva/glint/reports/export-report-pdf.md

@@ -6,22 +6,24 @@ author: JudyWeiner
 manager: MelissaBarry
 audience: admin
 f1.keywords: NOCSH
-keywords: alerts, comments, driver impact, executive summary, goals overview, heat map, overall results, manager report, response rate, team summary, report access level, add report sections, delete report sections,
+keywords: alerts, comments, driver impact, executive summary, goals overview, heat map, disable comments, disable comments export, comments export, verbatim comments export, overall results, manager report, response rate, team summary, report access level, add report sections, delete report sections, prescriptive comments, representative comments
 ms.collection: 
  - m365initiative-viva
  - selfserve
 search-appverid: MET150
 ms.topic: article
 ms.service: viva-glint
 ms.localizationpriority: high
-ms.date: 09/20/2024
+ms.date: 10/18/2024
 ---
 
 # Export reports as a PDF
 
-Viva Glint users need to export their survey results to share with offline users, read verbatim comments, or to create presentations for their teams. Exporting reports as a Portable Document Format (PDF) in Glint is quick, allows easier consumption of comments, and supports highlighting, markup, search, and preview. There are additional instructions for exporting comments in this guidance.
+Microsoft Viva Glint users need to export their survey results to share with offline users, read verbatim comments, or to create presentations for their teams. Exporting reports as a Portable Document Format (PDF) in Glint is quick, allows easy consumption of comments, and supports highlighting, markup, search, and preview functionality. This export technology includes PDF exports for 360 feedback program reports and Focus Area reports.
 
-## Procedure to export any PDF report
+In 360 feedback reports, the PDF export experience is a valuable and primary way for reports to be shared with external coaches. Glint 360 feedback PDF reports are generated to be consumable, shareable, and easy to use for collaborating on next steps.
+
+## Procedure to export a PDF report
 
 1. In the **Reports** tab, choose the survey and then the report to export. You can also navigate to **Saved Reports.**  For the example in this guidance, *Overall Results* is the report to be exported as a PDF.
 
@@ -41,37 +43,44 @@ Viva Glint users need to export their survey results to share with offline users
 
    :::image type="content" source="../../media/glint/reports/export-share.png" alt-text="Screenshot of the Export and Share dropdown menu.":::
 
-5.	A preview PDF opens in a new tab. You see this while it’s generating:
+5. A dialog box opens providing the opportunity to select which sections to include on your PDF. Only sections granted permission to the User Role display. Select **Generate PDF.**
+
+   :::image type="content" source="../../media/glint/setup/customize-generate-pdf.png" alt-text="Screenshot of the Customize PDF sections dialog box.":::
+
+   > [!NOTE]
+   > Section selection isn't supported for Broader Team Inights (BTI) reports.
+
+6.	A preview PDF opens in a new tab. This update displays while it’s generating:
 
     :::image type="content" source="../../media/glint/reports/export-generating.png" alt-text="Screenshot of the Generating Report popup which displays while a PDF generates.":::
 
-6.	Now, choose **Export or Print** to open a new dialogue box displaying report choices.
+7.	Now, choose **Export or Print** to open a new dialog box displaying report choices.
 
-    >[!NOTE]
+    > [!NOTE]
     > This choice brings up the appropriate dialog box for the browser you are using. Choose whether to **Save as a PDF** or to **Print** the file. Report enhancements may include printing, searching, and highlighting if your PDF tool permits. Any filters applied display
 
     :::image type="content" source="../../media/glint/reports/export-print.png" alt-text="Screenshot of the Export or Print button.":::
 
-## Remove a section before export
+## Remove a report section before export
 
-Default toggles are ON for each of these sections of the Overview report (the example report used): Overview, Questions, Keywords, Topics, Comments.
+Default toggles are **ON** for each of these sections of the Overview report (the example report used): Overview, Questions, Keywords, Topics, Comments.
 To disable a section:
 
 1.	Select the **ellipses** in that section.
-2.	Select **Remove.**
+2.	Select **Remove**.
 
-    In this example, we are removing the Overview section of the Comments report:
+    In this example, we're removing the Overview section of the Comments report:
 
     :::image type="content" source="../../media/glint/reports/export-file-save-pdf.png" alt-text="Screenshot of the option to Save to PDF in your printing window." lightbox="../../media/glint/reports/export-file-save-pdf.png":::
 
 ## Export the Comments report
 
 1.	Select the **More** button.
-2.	If the Comments report (or any specific report) is not part of your current reporting view, from the dropdown menu, choose **+ Add section.**
+2.	If the Comments report (or any specific report) isn't part of your current reporting view, from the dropdown menu, choose **+ Add section**.
 
     :::image type="content" source="../../media/glint/reports/export-remove-section.png" alt-text="Screenshot of the Remove section button in Reports.":::
 
-3.	Choose All Comments (or the reporting section to add). An onscreen banner notifies you that the section is added.
+3.	Choose **All Comments** or whichever reporting section you choose to add. An onscreen banner notifies you that the section is added.
 4.	Choose whether you want to include all verbatim comments in your PDF download. Choose either:
     - **Prescriptive comments** 
       - Content: These comments provide specific advice or instructions on how to improve or address a particular issue.
@@ -83,5 +92,6 @@ To disable a section:
 
    :::image type="content" source="../../media/glint/reports/export-comments.png" alt-text="Screenshot of the Translate button in Comments exporting." 
 
-   >[!NOTE]
+   > [!NOTE]
    > When this window is closed, the default settings reset for the next use.
+

Viva/glint/setup/advanced-config-uploads.md

@@ -13,7 +13,7 @@ search-appverid: MET150
 ms.topic: article
 ms.service: viva-glint
 ms.localizationpriority: high
-ms.date: 09/10/2024
+ms.date: 10/17/2024
 ---
 
 # Use Advanced Configuration Uploads
@@ -24,36 +24,22 @@ For highly trained users, Microsoft Viva Glint the Advanced Configuration Upload
 
 - **MANAGERS_UPLOAD:** To upload custom results data access for dashboard users in bulk.
 - **Retroactive User Updates:** To perform an upload to user data in closed surveys.
-- **ROLE_UPLOAD:** To upload users to a Viva Glint User Role, follow the guidance in this article: [Import and export Viva Glint User Roles](https://go.microsoft.com/fwlink/?linkid=2230866).
+- **ROLE_UPLOAD:** To upload users to a Viva Glint User Role, follow the guidance in this article: [Import and export Viva Glint User Roles](export-user-roles.md).
 
 > [!NOTE]
-> To upload employee data, follow the guidance in this article: [Upload your employee attributes to Viva Glint](https://go.microsoft.com/fwlink/?linkid=2230742).
+> To upload employee data, follow the guidance in this article: [Upload your employee attributes to Viva Glint](upload-employee-attributes.md).
 
 > [!CAUTION]
 > Uploads performed in Advanced Configuration do not calculate derived fields or transform date formats to yyyy/mm/dd. If data should be derived, like Tenure from Hire Date, load data through the Viva Glint People page or SFTP.
 
 ## Perform a MANAGERS_UPLOAD
 
-When several users need customized data access to their Viva Glint Dashboards, use the MANAGERS_UPLOAD to update their access in bulk. To grant 1 or a few users access to custom segments of data, grant custom access from their user profile: [Learn more](https://go.microsoft.com/fwlink/?linkid=2266497).
+When several users need customized data access to their Viva Glint Dashboards, use the MANAGERS_UPLOAD to update their access in bulk. To grant 1 or a few users access to custom segments of data, grant custom access from their user profile: [Learn more](custom-user-role.md).
 
 ### To upload custom access for multiple users:
 
-1. Prepare a file with the following columns, in the order listed:
-      1. **manager reference:** Populate with the email address of the user or users.
-      1. **population:** Enter 0 for the first population. Each additional population increases in number for each user.
-      1. **add or remove:** Enter ADD or REMOVE, in all caps.
-      1. **survey uuid:** The survey ID of the program that the user should have customized access for.
-         1. To find this ID, go to **Configure** and then choose **Survey Programs**. 
-         1. Select the **Program** that a user should have custom access to. 
-         1. From the **Program Summary** page, the link in your web browser contains the 36-character survey ID after the last forward slash.
-         > [!NOTE]
-         > To apply custom Focus Area access, enter: GOAL in this column. To apply custom Admin access, for users with advanced permissions, enter: ADMIN.
-      1. **Attribute(s) from your employee data:** Match the label and case exactly from the Viva Glint attribute setup and populate with values that indicate data that the user should have access to.
-         1. To grant custom access to: 
-            - Another manager's team that exists in current employee data, include an attribute column labeled: Manager Level 1 and list the Employee ID of the manager that another user should have access to. The manager levels automatically calculate based on the manager ID added to the Manager Level 1 column.
-            - Another manager's team that **doesn't** exist in current employee data, include columns for all Manager Level fields populated with manager IDs to build the full manager hierarchy path. To get all levels in this past hierarchy path for an old manager team, [export users from the survey cycle](/viva/glint/setup/glint-data-apps#export_users_from_survey_cycle) and copy Manager Level fields and the manager IDs in them.
-            - A level in a non-Manager hierarchy, include all levels above the level the user should have access to. Example: To grant access to Location Hierarchy Level 3 = Dublin, include columns for Region, Country, and City.
-1. Save your file in .csv format.
+1. Prepare a file using the [custom data access export in User Roles](custom-access.md).
+1. Save your file in .csv format with a comma separator and UTF-8 encoding.
 1. In the **Advanced Configuration** menu, select **Uploads**.
 1. In the **Choose job type** dropdown list, select **MANAGERS_UPLOAD**.
 1. **Incremental:**
@@ -69,10 +55,10 @@ For example, the custom data access for this user:
 
 |manager reference  |population   |add or remove|survey uuid |Cost Center |Manager Level 1 |Region |Country |City |
 |----------|-----------|------------|------------|------------|------------|------------|------------|------------|
-|ana.bowman@contoso.com|0 |ADD|ab1cd2ef-g3h4-5i6j-7kl8-901234567m89 |37651 | | | | |
-|ana.bowman@contoso.com|0 |ADD|ab1cd2ef-g3h4-5i6j-7kl8-901234567m89 |17123 | | | | |
-|ana.bowman@contoso.com|1 |ADD|ab1cd2ef-g3h4-5i6j-7kl8-901234567m89 | |7890 | | | |
-|ana.bowman@contoso.com|2 |ADD|ab1cd2ef-g3h4-5i6j-7kl8-901234567m89 | | |EMEA |Ireland |Dublin |
+|ana.bowman@contoso.com|0 |ADD|aa1aa1aa-a1a1-1a1a-1a1a-111111111a11|37651 | | | | |
+|ana.bowman@contoso.com|0 |ADD|aa1aa1aa-a1a1-1a1a-1a1a-111111111a11 |17123 | | | | |
+|ana.bowman@contoso.com|1 |ADD|aa1aa1aa-a1a1-1a1a-1a1a-111111111a11 | |7890 | | | |
+|ana.bowman@contoso.com|2 |ADD|aa1aa1aa-a1a1-1a1a-1a1a-111111111a11 | | |EMEA |Ireland |Dublin |
 
 Displays on Ana's profile like this:
 
@@ -83,20 +69,20 @@ Displays on Ana's profile like this:
 When a survey closes, employee attributes that display in reporting aren't updated by regular employee data uploads. To update data in reporting in a closed survey, use the Retroactive User Updates option to apply new values. This option applies new data to past versions of user data and doesn't touch current employee information.
 
 > [!NOTE]
-> To retroactively update a Manager Hierarhcy, always use the RETROACTIVE_PULSE_UPDATE Data App and not the Retroactive User Updates option. [Learn more](https://go.microsoft.com/fwlink/?linkid=2245700).
+> To retroactively update a Manager Hierarchy, always use the RETROACTIVE_PULSE_UPDATE Data App and not the Retroactive User Updates option. [Learn more](glint-data-apps.md).
 
 > [!IMPORTANT]
 > If your organization can't save files in .csv format, Retroactive User Updates isn't an opton. Instead:
 > 1. Import an .xlsx file to the [People page](upload-employee-attributes.md).
 > 2. [Create a User Role](set-up-user-roles.md) and add these users to the role.
-> 3. Use the [RETROACTIVE_PULSE_UPDATE Data App](glint-data-apps.md) and select your User Role in **roleOrDistributionList.** 
+> 3. Use the [RETROACTIVE_PULSE_UPDATE Data App](glint-data-apps.md) and select your User Role in **roleOrDistributionList**. 
 
 ### To perform a Retroactive User Updates upload:
 
 > [!CAUTION]
 > Do not perform a retroactive update while a Viva Glint survey is live.
 
-1. Export survey cycle data with the EXPORT_USERS_FROM_SURVEY_CYCLE Data App for the surveys that need to be updated. [Learn more](https://go.microsoft.com/fwlink/?linkid=2245700).
+1. Export survey cycle data with the EXPORT_USERS_FROM_SURVEY_CYCLE Data App for the surveys that need to be updated. [Learn more](glint-data-apps.md).
 1. Prepare an update file with the EXPORT_USERS_FROM_SURVEY_CYCLE file from Step 1.
    1. To preserve special characters and formatting, always open files by [importing data from .csv](https://go.microsoft.com/fwlink/?linkid=2247414) in Microsoft Excel.
    1. Delete all columns except for First Name, Last Name, Email, Employee ID, Status, and the attributes that need to be retroactively updated (for example, Department).