Services that can do this: Wevox Engagement
Who can do this: Owner
What this action does: The "Update Aggregation Target" function allows you to update survey results based on the latest group information, even after the survey has been delivered and group information (structure, members) have been changed.
Summary
Wevox aggregates and shows survey results based on the information registered at the time of survey delivery. Therefore, if you update group-related information "during/after" the survey delivery, the results will, by default, reflect the group information as it was "at the time of delivery" if you do nothing.
However, for the latest survey only, you can re-aggregate the results with the latest group structure (i.e., the updated group information) by performing an "Update Aggregation Target."
Please note that the "Update Aggregation Target" function only applies to group-related registration information. It does not apply to other registration information, such as categories.
Important Notes (Please Read Before Proceeding)
Please note that once the "Update Aggregation Target" function is executed, it cannot be undone.
The "Update Aggregation Target" can only be performed for the "latest survey". Please note that you cannot update the results of the previous surveys.
If there's an ongoing survey: It applies to that ongoing survey.
If there's no ongoing survey: It applies to the most recently completed survey.
If a custom survey is being delivered at the same time, the aggregation results for that custom survey will also be updated to match the latest group configuration.
Information Not Affected by "Update Aggregation Target"
The "Update Aggregation Target" function only works for registration information related to "groups." The following are not eligible for the "Update Survey" and cannot be executed.
Survey results based on categories (e.g., position, employment classification, job category, gender, birthday, etc.):
Please make sure to set categories before the survey delivery.
Survey results for members who fall into the following (Even after the update of the target of the survey is completed, it will continue to be shown as the difference between the current and the previous survey.):
Members who have been deleted from Wevox after the survey has been delivered
Members whose plan application was canceled after the survey delivery
Members who turned [Distribution OFF] after survey delivery
Survey results for members who don't belong to any group:
If a member's group affiliation was changed after survey delivery and they are no longer in any group, their survey results will continue to be aggregated and displayed linked to their original group, even after performing the "Update Aggregation Target."
Please ensure that the member is assigned to a group before running the update.
The "Impact Analysis" on the Data Analysis page
How to do it
1. Go to "Group" and change to the latest group
2-1. Go to "Delivery Status"
2-2. Or Click【︙】on the upper right of "Comparison"
3. Click【Aggregation target updated】
4. Check the differences on the list displayed
- If the number of members or groups is large, the difference will not be shown
5. To update, click "Recalculate" in the upper right corner of the screen
After the update is completed, a notification will be sent to the person who performed the update via e-mail or other means
Red: Members deleted from the group
Blue: Members added to the group
※ If the difference is shown even after the "aggregation target updated" is executed, there may be members who have not been added to the survey even though they have turned on the delivery.
※ If the number of groups is more than 1000, the difference will not be shown on the "aggregation target updated" screen
The operation method differs for each of the following cases:
Please refer to the relevant one.
1. When you want to change the group structure and update the aggregate results
2. When you want to update the aggregate results after adding a new member who has not yet received the survey
3. When you want to deliver to existing members who have not yet received the survey and want to update the aggregate results
1】 When you want to change the group structure and update the aggregate results
1. Go to "Group" and change to the latest group
2-1. Go to "Delivery Status"
2-2. Or Click【︙】on the upper right of "Comparison"
3. Click【Aggregation target updated】
4. Check the differences on the list displayed
- If the number of members or groups is large, the difference will not be shown
5. To update, click "Recalculate" in the upper right corner of the screen
After the update is completed, a notification will be sent to the person who performed the update via e-mail or other means
2】If you want to add a new member who has not yet received the survey and update the total results
1. Go to "Plan Activation"
2. Activate a plan to a new member (with "Distribution turned ON)
3. Go to "Delivery Status" and add the member to survey targets from "Add survey targets"
4. Go to "Delivery Status" or Click【︙】on the upper right of "Comparison" and Click【Aggregation target updated】
5. Check the differences on the list displayed
- If the number of members or groups is large, the difference will not be shown
6. To update, click "Recalculate" in the upper right corner of the screen
After the update is completed, a notification will be sent to the person who performed the update via e-mail or other means
3】If you want to deliver to existing members who have not yet received the survey and want to update the aggregate results
1. Go to "Plan Activation" and make sure that a plan is activated for a member
2. Go to "Delivery Settings" and click "Change Settings" of Delivery Target
3. Turn “ON” the survey delivery settings for the member you wish to deliver the survey to (Please refer to this link for instructions on how to perform this)
4. Go to "Delivery Status" and add the member to survey targets from "Add survey targets"
5. Go to "Delivery Status" or Click【︙】on the upper right of "Comparison" and Click【Aggregation target updated】
6. Check the differences on the list displayed
- If the number of members or groups is large, the difference will not be shown
7. To update, click "Recalculate" in the upper right corner of the screen
After the update is completed, a notification will be sent to the person who performed the update via e-mail or other means