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Manage TouchPoints | Sequencing and Aggregation
Manage TouchPoints | Sequencing and Aggregation

#Forms

Updated over a week ago

For each individual question on a form, you can check an option called “Should data recorded against this element be sequenced and aggregated over time?” You must enable this setting in order for the following dimensions to be populated in the Standard TouchPoint Universe for reporting:

  • Amount of Change 

  • Aggregated Value 

  • Number of Efforts Since Change 

  • Number of Days Since Enrollment in Program 

  • Aggregated Amount of Change 

  • Days Since First Record 

  • Days Between Change 

  • Most Recent 

  • Sequence Order

It can be turned off by unchecking the box on the element. Any element added to a TouchPoint (new or old) will not have this setting checked. You will need to check it for all elements you want sequenced and aggregated.

Aggregation can delay response population in un-flattened data as their are many more data points to sync. This means when a user takes a response it may take over the expected 15 minutes to see the response in ETO Results. It is recommended you only turn on aggregation for forms/questions that are utilized in reporting variables.

The setting found on the TouchPoint Settings page will override any settings at the individual element level. It is recommended to disable aggregation on any forms that are not using the aggregated data in Results.

The following dimensions use aggregation to populate data in to the Standard TouchPoint Universe for reporting:

  • Amount of Change

  • Aggregated Value

  • Number of Efforts Since Change

  • Number of Days Since Enrollment in Program

  • Aggregated Amount of Change

  • Days Since First Record

  • Days Between Change

  • Most Recent

  • Sequence Order

Instructions

Step 1 – Navigate to Manage TouchPoints.

Step 2 - Edit the TouchPoint Settings

Step 3 - Enable (check) or disable (uncheck) Aggregation/Reporting elements on the entire form.

Step 4- If you enabled aggregation (check mark selected) and want to enable or disable specific questions continue to step 5.

Step 5 – Either find the question you would like to edit or create a new question.

Step 6 – Check the box next to "Should data recorded against this element be sequenced and aggregated over time."

Step 7 – Click the Save button to save your changes.

Note: If responses already existed for the element before you turned on aggregation, you will see a Request Aggregation/Sequence Refresh button on the Reporting Status page. Clicking this button will allow for the re-aggregation of existing data to populated the noted dimensions.

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