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How to recalculate the survey results with the latest group structure (Aggregation target updated)

#Aggregation target update #update for aggregate #group #change #recalculate #re-aggregate #survey results #aggregate #update #group list

Updated over 2 weeks ago

Services that can do this: Wevox Engagement, Wevox Customized Survey

Who can do this: Owner

After a survey is sent, if you update group information (structure or members), running Upgrade Aggregation Target will recalculate results based on the latest group data.


Summary

Wevox aggregates and displays survey results based on the registration information at the time of distribution. If you update group information during or after the survey period, the results will still reflect the structure at the distribution time—unless you run Upgrade Aggregation Target.

Running Upgrade Aggregation Target for the latest survey recalculates the results using the updated group information.

Note

Only group-related registration information can be updated. Other registration details, such as attributes, are not affected.


Important Notes (Please Check before Updating)

  • Once Upgrade Aggregation Target is executed, it cannot be undone.

  • It can only be applied to the latest survey. Past surveys cannot be updated.

  • Latest survey means:

    • If a survey is currently in progress → the survey in progress will be updated

    • If no survey is in progress → the most recently conducted survey will be updated

  • If a custom survey is being conducted simultaneously, its results will also be updated according to the latest group structure.


Information That Cannot be Updated

Upgrade Aggregation Target only applies to each member’s group information. The following data will remain as they were at the time of survey distribution:

  • Attributes (role, employment type, job category, gender, age, etc.)

    • Attributes must be set before the survey is distributed.

  • Survey results for the following members (differences with current status will continue to be displayed):

    • Members deleted from Wevox Admin after survey distribution

    • Members whose plan was removed after survey distribution

    • Members set to Delivery OFF after survey distribution

  • Survey results for members not assigned to any group

    • If a member is removed from all groups after distribution, running Upgrade Aggregation Target will still aggregate and display their results under their original group.

    • Always make sure members belong to a group before running Upgrade Aggregation Target.

  • Impact Analysis on the Data Analysis page


How Group Changes Affect Results

The timing of group updates and running Upgrade Aggregation Target affects whether changes are reflected in the results.


How to Update Targets

  1. In Wevox Admin, update the group structure to reflect the latest changes.

  2. Open Wevox Engagement → either the Delivery Status screen or click “︙” in the top-right of the Comparison screen.

  3. Click Upgrade Aggregation Target.

  4. Review the differences in the displayed list

    • If there are many members or groups, differences may not be shown.

  5. To apply updates, click Recalculate in the top-right corner

    • Once completed, a notification will be sent to the executor via email.


How to Read Differences in Group Structure

  • Red: Members removed from a group

  • Blue: Members added to a group

※ If differences still appear after updating, some members may be set to Delivery ON but not yet included in the survey.

※ For groups of 1000+ members, differences may not be displayed in the Upgrade Aggregation Target screen.


Cases with Different Procedures

A. Update results after changing group structure

B. Add new members not yet distributed and update results

C. Distribute to existing members not yet surveyed and update results


A. Updating results after changing group structure

  1. In Wevox Admin → Groups, update the structure.

  2. In Wevox Engagement → Delivery Status or Comparison → click “︙”.

  3. Click Upgrade Aggregation Target.

  4. Review differences.

  5. Click Recalculate to apply updates. Notification will be sent upon completion.


B. Adding new members not yet distributed and updating results

  1. In Wevox Admin → Plan Activation, assign a plan to new members and set Delivery to ON.

  2. In Wevox Engagement → Delivery Status, click Add Delivery Target to perform additional distribution.

  3. Click Upgrade Aggregation Target in Delivery Status or Comparison.

  4. Review differences.

  5. Click Recalculate to apply updates. Notification will be sent upon completion.


C. Distributing to existing members not yet surveyed and updating results

  1. In Wevox Admin → Plan Activation, set survey Delivery to ON for the relevant members.

  2. In Wevox Engagement → Delivery Status, click Add Delivery Target to distribute.

  3. Click Upgrade Aggregation Target in Delivery Status or Comparison.

  4. Review differences.

  5. Click Recalculate to apply updates. Notification will be sent upon completion.


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