The Logs feature has been developed to capture and record all user activity within the Comparative Agility platform. It acts as a digital audit trail, providing organizations with an intricate history of actions performed by each user and when they occurred. Navigating to the Logs Screen Open Settings Click on Logs In the short video […]
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Creating and Managing Restrictions
This article will explain how to create new restrictions and add them to users. Restriction in Comparative Agility provides a few valuable uses: filtering data to focus on specific teams or projects, ensuring privacy and compliance by restricting access to sensitive information, and enabling customized reporting by narrowing down data based on relevant criteria. Navigating […]
Sending Surveys
This article will show you one of the main parts of Comparative Agility – Sending the Surveys. Among all the options for sending the surveys that Comparative Agility offers, we suggest the Email survey option as it is very easy to track response rates and send targeted reminders. Preview Button Before sharing the capability, Comparative […]
Creating and Managing Filters
Filters are a powerful feature that helps you easily organize and track your teams and data. With filters, you can customize how you view your data, save your favorite teams and folders, assign filters to different users, and set a default filter for yourself. Structure Screen To create a new filter we use the Structure […]
Vertical anchors
Vertical anchors in surveys refer to the responses or options listed vertically in a survey question. They are used to provide a clear and consistent reference point for respondents to use while answering survey questions. Navigating to the Survey screen First, click on Custom Capability Choose between the existing capability or a blank canvas The […]
Creating and Managing Instances
Instances are a way for large enterprises to support an appropriate separation of data access between different groups or subsidiaries while at the same time providing a global, enterprise perspective. Contents: Navigating to the Instances Screen Creating Instances Adding Users to Instances Adding team limit Editing and Deleting Instances Navigating to the Instances Screen Navigate […]
Moving Folders and Teams
This article will explain how you can move Folders and Teams, and it has never been easier. Move a folder/team Within the Structure screen, you can easily move folders and teams by following these steps: Locate a folder or a team that you would like to move Click on the three dots on the right […]
You already answered this survey ! (What to do?)
If the message “You already answered this survey !“, as in the picture below, pops up for one of your team members, don’t worry we have a quick solution for you. This is what you can do. Select your capability and click on ‘Copy Link’ option […]
Adding Team Members Into Teams
This article will guide you through adding team members into teams on the Structure Screen. With this feature, you will be able to send out surveys to all of them using our Email Survey option, and add new or remove existing team members at any point in time. Team Members option One way to add […]
Add New Users
In this article, we will explain how to add a new user to your Comparative Agility account. Navigating to the Users Screen Click on Settings (left-side menu) Select Account Settings (top center) Click on Users (left-side menu) Inviting a user Within the Users screen, to add a new user simply: Click the Invite a User […]