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16 changes: 8 additions & 8 deletions Viva/glint/communicate/survey-taking-for-employees.md
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---
title: Introduce Viva Glint survey taking to your employees
description: To ensure you receive useful feedback, introduce your employees to the survey process and share troubleshooting solutions with them.
description: To ensure you receive useful feedback, introduce your employees to the survey process and share troubleshooting solutions.
ms.author: JudithWeiner
author: JudyWeiner
manager: MelissaBarry
Expand All @@ -14,23 +14,23 @@ search-appverid: MET150
ms.topic: article
ms.service: viva-glint
ms.localizationpriority: high
ms.date: 02/15/2024
ms.date: 12/12/2024
---

# Introduce Viva Glint survey taking to your employees

To ensure a successful survey process, we suggest you email your employees to make them aware of an upcoming survey, explain why taking a survey is important, and share FAQs with them. To assist you with introducing the survey, use the sample email in this article.
To ensure a successful survey process, email your employees to make them aware of an upcoming survey. Explain why taking a survey is important and share FAQs. Use our email template.

## Introduce the survey with this email template

Use the email template provided [here](#sample-template) as the first of your survey communications. Customize the template to capture your program's brand, voice, goals, and plans. The template is written with these goals in mind:
Use this [email template](#sample-template) for your first survey communications. Customize the template to capture your program's brand, goals, and plans. The template is written with these goals in mind:

- To drive buy-in and a high response rate by sharing:
- **To drive buy-in and a high response rate by sharing:**
- What's in it for employees
- Timing
- Ease and confidentiality of participation
- Your organizational culture, values, and brand
- To reduce the burden on Human Resources by providing answers to anticipated questions or challenges
- **To reduce the burden on Human Resources by providing answers to anticipated questions or challenges**.

### Sample template

Expand All @@ -46,12 +46,12 @@ Dear [Employee Name],

For this reason, we're partnering with Microsoft Viva Glint to deliver our [survey name] survey. This first survey goes live on [date]. Surveys may take place repeatedly throughout the year. Short, frequent surveys allow us to best turn your feedback into action and be responsive to your needs.

[Refer to this support document for lots of helpful information about taking Viva Glint surveys with your organization.](https://support.microsoft.com/en-us/topic/how-to-take-a-viva-glint-survey-6691b3c7-d7f4-48f5-a69f-d1fe5ce528a5)
[Refer to this support document for lots of helpful information about taking Viva Glint surveys with your organization.](https://support.microsoft.com/topic/how-to-take-a-viva-glint-survey-6691b3c7-d7f4-48f5-a69f-d1fe5ce528a5)

Thank you for your participation,

[Name, Title]

## Frequently asked questions

Use Viva Glint frequently asked questions to prepare an [FAQ document](survey-taker-faq.md) to share in your introduction email.
Use Viva Glint Frequently Asked Questions (FAQs) to prepare your own [FAQ document](survey-taker-faq.md) to share in your introduction email.
60 changes: 31 additions & 29 deletions Viva/glint/setup/change-item-id.md
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Expand Up @@ -14,54 +14,56 @@ search.appverid: MET150
ms.topic: article
ms.service: viva-glint
ms.localizationpriority: high
ms.date: 02/21/2024
ms.date: 12/12/2024
---

# Change survey item IDs for expired survey cycles

> [!IMPORTANT]
> The platform feature allowing admins to change survey item ID numbers releases on March 9, 2024.
Comparing survey trend is essential to tracking focus area progress – overall employee engagement - over time. When a survey is retired, you can still use the data for an item from that survey as a comparison in a new survey which uses the identical item by changing the item ID.
Comparing survey trend is essential to tracking focus area progress – overall employee engagement - over time. You can still use item data from a retired survey as a comparison in a new survey which uses the identical item. You need to change the item ID.

> [!IMPORTANT]
> The term "survey item" refers to any *question* or *statement* posed to a survey taker.
## Viewing the survey item ID

You need to know if any items from an expired survey are still being used and then compare their IDs.
You need to know if any items from an expired survey are being used and then compare their IDs.

There are two ways to view an item ID:

- From the Question Library feature
- From the admin dashboard, select **Configure** and then **Question Library**.
### View the item ID from the Question Library

:::image type="content" source="../../media/glint/setup/question-id-view.png" alt-text="Screenshot of how an item ID is displayed.":::
From the admin dashboard, select **Configure** and then **Question Library**.

- The item ID can also be seen within the *Questions* page in Program Summary.
- From the admin dashboard, select **Configure** and then **Survey Programs**.
- Within the survey cycle, navigate to the **Questions** page in *Program Summary*. Select **Edit Question** and a slider window opens.
- You'll see the *Question ID* above the *Language* section. This ID applies to all active, upcoming, and completed surveys.
:::image type="content" source="../../media/glint/setup/question-id-view.png" alt-text="Screenshot of how an item ID in the Question Library.":::

> [!NOTE]
> The Question ID isn't editable for active surveys.
### View the Item ID from the Questions page

## Editing an expired ID for use in an upcoming cycle
1. From the admin dashboard, select **Configure** and then **Survey Programs**.
2. Within the survey cycle, in the **Program Summary** section, navigate to the **Questions** page.
3. Select the question row to reveal the **Edit Question** slider window.
4. You see the **Question ID** toward the top of the panel. The ID applies to all active, upcoming, and completed surveys.

> [!CAUTION]
> Change an ID only if you’ve discovered that survey trends are broken because one or more different items IDs were used in this cycle – this means the question/item is identical, but the ID is not.
:::image type="content" source="../../media/glint/setup/view-question-id.png" alt-text="Screenshot of an item ID on the Questions page of Program Summary.":::

## Edit an expired ID to use in an upcoming cycle

1. From the admin dashboard, select **Configure** and then **Survey Programs**.
1. Selected the **Completed surveys** tab and then the **Questions** row to view the questions from that survey.
1. On the *Questions* page, hover over the ellipses to display the dropdown menu. Select **Change Question ID** and a *Change Question ID* dialog box displays.
When changing a Question ID, you chose a question from the survey program that you want to use instead of it. Question IDs aren't editable for active surveys.

> [!CAUTION]
> Change an ID only if you’ve discovered that survey trends are broken - the items are identical, but the IDs are not.
1. From the admin dashboard, select **Configure** and then **Survey Programs**.
1. Select the **Completed surveys** tab and then the survey. Be sure the survey status shows *Completed*.
1. Now select **Survey Questions.**
1. On the **Questions** page, hover over an item row to reveal the ellipsis. Select **Change Question ID.**

:::image type="content" source="../../media/glint/setup/change-question-id.png" alt-text="Screenshot of the dropdown box for completed survey cycles.":::

> [!IMPORTANT]
> If your survey items are translated into different languages, export the survey details before proceeding, so you’ll have a record of your translations.
4. Be sure the **Current question type, name and ID** are as expected.
1. Choose an item from the survey program that you want to use from the dropdown box.
1. Select **Change** to commit your selection.
1. When the dialog box closes, select **Save Changes**.
1. After these steps are complete, you'll see a *Changes Pending* notification on the item line.
1. Select **Save**.
> If your survey items are translated into different languages, export the survey details before proceeding, so there is a record of your translations.
1. The **Change Question ID** dialog box displays.

:::image type="content" source="../../media/glint/setup/change-id-box.png" alt-text="Screenshot of the Change Question ID dialog box.":::

1. Follow the onscreen guidance and then select **Change.**
30 changes: 15 additions & 15 deletions Viva/glint/setup/focus-area-period-feature.md
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---
title: Set up Focus Area periods
description: Viva Glint admins can manage Focus Area periods directly from the platform. A Focus Area period is the timeframe (or window) from the time the Focus Area is created through when action taking should be completed..
title: Set up Focus Area periods for a Viva Glint survey
description: Viva Glint admins can manage Focus Area periods directly from the platform. A Focus Area period is the timeframe (or window) from Focus Area creation through expected action taking completion.
ms.author: JudithWeiner
author: JudyWeiner
manager: MelissaBarry
Expand All @@ -14,37 +14,37 @@ search.appverid: MET150
ms.topic: article
ms.service: viva-glint
ms.localizationpriority: high
ms.date: 02/07/2024
ms.date: 12/12/2024
---

# Set up Focus Area periods
# Set up Focus Area periods for a Viva Glint survey

Viva Glint admins can manage Focus Area periods directly from the platform. A Focus Area period is the timeframe (or window) from when the Focus Area is created through when action taking should be completed.
Viva Glint admins can manage Focus Area periods directly from the platform. A Focus Area period is the timeframe (or window) from when the Focus Area is created until action taking should be completed.

Managing Focus Area periods allow admins to determine how often to survey based on the needs of their organization. From the Configuration page, users with permissions see a Focus Areas section with an option for managing Focus Area periods.
Managing Focus Area periods allow admins to determine how often to survey. From the Configuration page, select **Periods** from the **Focus Areas** section.

:::image type="content" source="../../media/glint/reports/focus-area-periods-access.png" alt-text="Screenshot of how to access Focus Area Periods from the admin dashboard.":::

>[!NOTE]
>Users need *Manage Focus Area Periods* permission to configure them. Set that up within **User Roles** from your Viva Glint dashboard.
> [!NOTE]
> Glint Admins need **Manage Focus Area Periods** permission to configure them. Set that up in **User Roles** from your Glint dashboard.
## Add a Focus Area Period

1. Select **+ New Period** to open the Create Period slider window.
1. Select **+ New Period** to open the **Create Period** slider panel.

:::image type="content" source="../../media/glint/reports/focus-areas-create-period.png" alt-text="Screenshot of the Create Period slider window.":::

2. Select a language. Each language will save as they are selected.
2. Select a language. Each language saves as it is selected.
1. Select a cadence: monthly, quarterly, semi-annually, annually, weekly.
1. Name the period.
1. Choose a start date.
1. Choose an end date. The end date is the date that all actions are expected to be completed by. Managers see this expected date on their action plan.
1. Enable the Focus Area period.
1. Choose an end date. The end date is the date of expected completion. Managers see this date on their action plan.
1. **Enable** the Focus Area period.
1. Select **Save Changes.**

## Focus Area Periods have a built-in 90-day logic
## Focus Area Periods have built-in 90-day logic

When a manager creates a Focus Area period, the system checks to find if another Focus Area period with at least 90 days left from this Focus Area due date exists. If one does exist, the system creates a new Focus Area period to allow users enough time to complete all actions.
When a manager creates a Focus Area period, the system checks to find if another Focus Area period conflicts with this timeframe. If a conflict exists, the system creates a new Focus Area period to allow users enough time to complete all actions.

> [!TIP]
> When configuring this window, realize that action plan strategies are built around a 90-day completion plan. Create the time period to allow 90 days from the day the manager establishes their action its due date.
> When configuring this window, realize that action plan strategies are built around a 90-day completion plan. Create the time period to allow 90 days from the day the manager establishes their action to its expected due date.
14 changes: 9 additions & 5 deletions Viva/glint/setup/program-summary-communications.md
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Expand Up @@ -14,7 +14,7 @@ search-appverid: MET150
ms.topic: article
ms.service: viva-glint
ms.localizationpriority: high
ms.date: 12/09/2024
ms.date: 12/12/2024
---

# Communications setup in Program Summary
Expand All @@ -39,7 +39,11 @@ There are three sections to set up:
Send survey invites and reminders between the times that you select. Your organization's default time zone is selected in [General Settings](manage-general-settings.md#company-information). If your organization chooses to [send emails based on users' time zones](time-zones.md), the text in this setting reflects that.

> [!IMPORTANT]
> Viva Glint can successfully process 10,000 - 15,000 surveys and email invites per hour. Factor in these processing limitations and the number of employees in your distribution list when selecting a delivery window.
> Viva Glint can successfully process 10,000 - 15,000 surveys and email invites per hour. Factor in these processing limitations and the number of employees in your distribution list when selecting a delivery window.
>
> For example, if your organization plans to send invites to 100,000 employees, extend your delivery window to ten hours to allow all emails to deliver on the survey start day.
>
> For very large organizations and distribution lists (more than 250,000 employees), some emails may be pushed to the following day.
## Email Settings

Expand Down Expand Up @@ -90,7 +94,7 @@ Use the **Pencil** symbol to open the window and then:

### Add survey reminders

The dropdown menu from the **Add survey Reminder** button lets admins to add reminders. Reminders display on the Communications page with an alarm symbol.
The dropdown menu from the **Add survey Reminder** button lets admins add reminders. Reminders display on the Communications page with an alarm symbol.

:::image type="content" source="../../media/glint/setup/program-summary-comms-add-reminder.png" alt-text="Screenshot of the Add Survey Reminder dropdown menu for the Communications setup page.":::

Expand All @@ -110,10 +114,10 @@ To set up the results notification email:
1. From the admin dashboard, go to **Configuration** and choose **Survey Programs**.
1. Select a survey and go to the **Communications** section in **Program Summary**.
1. Select the **Edit & Preview** option on the **Survey End** email.
1. This email is turned off by default.
- This email is turned off by default.
1. In the edit pane that appears, switch **Send notification** to **On**.
2. In the **Send** field, enter a number of days after survey end date to send the email.
1. The default is three (3) and the maximum is 30 days.
- The default is three (3) and the maximum is 30 days.
2. Select **Save Changes** in the top right of the edit pane.

> [!IMPORTANT]
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