Overview
Purpose
The purpose of this article is to provide a reference guide for the primary system functions associated with managing the report following a TeamAmp project review.
Pre-Requisites
This document assumes the following has been setup and provisioned:
- The TeamAmp survey has been launched for the project.
- The TeamAmp survey responses have been received.
- The TeamAmp survey has been closed.
Expected Outcomes
By the end of this document, the reader will be able to view the published TeamAmp Survey report.
Manage Report
Prior to viewing a report, the report must be Published. If this step has not been completed, the report will not be available to be viewed on the Report tab of AssuranceAmp.
From the Execute tab, select Manage Report as per below.
The Manage Report screen has the following options:
- Publish and Share
- Access Control
- Supplementary Content
- Verbatim Comments
Publish and Share
This section allows you to publish the report which will enable it to be visible from the Report tab.
Firstly, you have the option to select analysis to display on the report. To do this, select the Analysis Model from the dropdown bar as shown below. If you have created an additional Analysis Group Type in the Manage Contacts step, these groups will be displayed in the table with an option to Hide or Display on the report. To alter this option, click the pencil icon for your selected group and click on Hide or Display.
Once you have selected the Analysis to display on your report, click the Publish Report button as per below.
You have the option to Un-Publish the Report by clicking the Un-Publish Report button as shown below.
Access Control
This section allows you to add a private link which you can use to share the report to people who do not have access to the AssuranceAmp tool. To do this, click on Add Link button as shown below. The URL link will then be displayed.
To Delete the link, click the rubbish bin icon and a confirmation message will be displayed. To confirm and complete the deletion, select OK.
Supplementary Content
This section allows you to upload additional content such as user guides, helpful tools etc. For example, you can add a status reporting user guide which will show as a ‘cloud’ on the final report panel.
To add Supplementary Content, click the Add Supplementary Content button as shown below.
The Add Supplementary Content window will display. Select the Content Panel by clicking the dropdown. Select from the droplist as shown below.
Add the name/title of the item by typing in the Title / Tooltip field. You can provide a URL link in the URL field or insert a PDF by either drag and drop your file or click Select PDF to upload your file. Note, only PDF files are able to be uploaded.
Select Create to upload or Cancel to exit this screen. Your added item will then be displayed in the Supplementary Content panel as shown below.
From this panel you can rename your item by selecting the pencil icon next to the name as shown below.
To edit the line item, select the pencil icon on the far right. An Update Supplementary Content window will be displayed where you can update the URL or replace the PDF file. Click Update to confirm change or Cancel to exit without saving.
To Delete the item, click the rubbish bin icon and a confirmation message will be displayed. To confirm and complete the deletion, select OK.
Verbatim Comments
This section lists all comments that have been entered in each of the survey responses.
There is an option to Add Verbatim Comments. Select the Add Verbatim Comment button and a screen will be displayed to add a text comment. To save select Create or Cancel to go back to the previous panel.
If there are comments missing from survey responses in this panel there may have been a data import issue affecting the comments being pulled through. To retrigger the import, click the Import Missing Comments button.
In addition to the verbatim comments being displayed on your report, you have the ability to export all comments into the formats shown below for further analysis. Select your preferred format and a file will be downloaded onto your desktop for you to access.
You also have the option to Hide or Display each comment, which if hidden, the comment will not be shown on the report. The hide function may be used if the comment is deemed inappropriate. There is also a delete function, however we recommend to hide the comment rather than delete the comment.
A comment can be edited, i.e. if someone missed adding something on their comment and have reached out to be included. To edit, click the pencil icon next to the comment response as shown below. Update the comment and click the tick to save.
