Configuring Pulse
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Pulse Overview and Access
The end users of the Pulse solution, who typically are HR people and managers in an organization, will be presented with an interface where they can create t...
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Creating a New Survey
You create a survey based on a template.Click + NEW SURVEY.The Select Template page opens, with a list of the survey templates available to you.Select the te...
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Pulse Configuration
Once you have set up a hub, an end user list, a hierarchy, a library survey and a contact database, you are ready to configure the Pulse Solution.Pulse is se...
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Sampling Configuration
The Pulse solution can be configured with one of three different ways for users to select recipients from the contact database for the surveys:Demographic fi...
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Creating Open Link Surveys
An open link survey is one where anyone who receives the survey link can take part in the survey. An example of such a survey is where you wish to easily sol...
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Configuring End User Access
Configuration of access to end users in Pulse is done by adding the end user list you have created for Pulse (Creating a New End User List) under end user pe...
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Hub Configuration
In the config hub block you can configure the data tables involved in the hub program, and relations between the tables.At a minimum, the config hub section ...
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Config Pulse Block
In the config Pulse block, you specify the following: The various pages the solution is to consist of, and each page’s role. The library survey, which all su...
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Report Configuration
Config LayoutPulse is built to render nicely on a three columns, centered page layout. Therefore it is highly recommended to add the following to the pulse c...
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Adding Custom Questions
Supported custom question types: Single, Open, Info.A single choice question must have a single reusable answer list as its answers, as with normal library q...
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Pulse Emails and Variables
You can configure a pulse program to send an email to users assigned to a survey when that survey is closed and the report is accessible. You can also config...
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Providing Recipient Access to Survey Reports
A Pulse program can be configured so that all recipients (end users) will receive access to the survey report. This feature is opt-in.CDL ConfigurationIn the...
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Role-based Access to Pulse Surveys
By assigning an end user to one or more nodes in Hierarchy Management, and assigning a role to that user, the user can get access to surveys "created in" the...