The Preview Statements section is the screen where you can view information regarding your survey in an easy and intuitive way. In this screen, you can preview the statements, the tooltips, and the anchors. Navigating to Preview Statements To get to the Preview Statements screen follow the easy steps below : Go to Settings and […]
General
This section provides information on all general topics.
Export Account Users
In this article, we will guide you through exporting account users. Navigating to the Users Screen Open Settings Navigate to Users In the short video below we show you how to navigate to the Users Screen Export Users While on the Settings Screen, click on the Export Users option Select/deselect Instances that you would like […]
Enable Optional Comments
In this article, we will show you how to Enable Optional Comments. This feature is available for both custom and genuine surveys. Additionally, we will show you how to add the comments during the survey and where to find them in your reports. Enabling Comments Optional comments can be enabled in two ways: On the […]
Download Survey data
In this article, we will show you how to download survey data in a few easy steps. Navigating to the download button Go to Settings and select Capabilities On this screen, you will see all the capabilities that you have access to listed. There are a two options that you can choose from to download […]
Closing Surveys in Facilitator Mode
In this article you can find instructions for different options on how to close a survey in facilitator mode. For more information on Facilitator Mode you can visit our article: Facilitator Mode – The power of communication. Accessing Closure Options: To close a survey in facilitator mode, follow these steps: Navigate to the top right […]
Survey Layout in Comparative Agility
This article will guide you through the process of customizing the survey layout in Comparative Agility. The survey layout screen can be accessed in the “Settings” section, providing you with options to tailor the survey experience to your preferences. Accessing the Survey Layout Screen Navigate to Settings in the Comparative Agility platform. Click on the Survey […]
Creating and Managing Recommendations
This article will guide you through the process of managing and creating recommendations within the platform. There are three types of recommendations available: CA-Curated Recommendations – These recommendations are generated by AI and curated by Comparative Agility experts. They provide valuable insights based on data analysis and industry best practices. Author Recommendations – Created and […]
Right Click
The recent update to Comparative Agility introduces a powerful new feature: the right-click option. This enhancement consolidates various functionalities across the application, making them easily accessible with a simple right-click of your mouse. While this is a developing feature, its integration is already available in the main screens and primary features of the application. To […]
Custom Roles
In Comparative Agility, you have the flexibility to create custom roles tailored to your specific needs. This feature allows you to define precisely what actions users with a custom role can perform within your organization. Besides custom roles, we also provide our standard roles: member, admin, super admin, and account owner. All the details about […]
Reopening a Survey
This article will guide you through reopening a survey. Reopening surveys can be a valuable tool for refining your assessments and gathering the most accurate data possible. Navigating to the Structure Screen Log in to your Comparative Agility account Structure Screen will be opened as a default screen In the screenshot below we show you […]