How to Use Custom Organization Trees

Custom Organization Trees allow you to limit Survey Analytics visibility for each user to specific groups like department, location and other demographics.

In this article:

• Overview
• How to Access Custom Org Trees
• How to Create a Custom Org Tree
  
• How to Archive & Republish Org Trees

• How to Apply a Custom Org Tree to Previous Surveys

• Custom Org Trees & Analytics
• How to Assign Manager Access to a Custom Org Tree

• How to Import & Export Custom Org Trees

Overview

When viewing the analytics for a survey, results can be viewed on an organizational level, by a manager's downline or by a custom org tree. 

Manager org trees are automatically built into the analytics of surveys launched within Quantum Workplace. Custom org trees provide the opportunity to see survey results structured in different ways. 

For example, a custom org tree can be structured to view survey results by the participants' department rather than the participant's manager.

How to Access Custom Org Trees 

To access custom org trees via the Org Tree home page:

1. Click and expand Administration in the left-hand navigation menu
2. Click Org Trees

On the Org Tees home page, you will see the following:

• A. Create Org Tree: Click this button to create a new custom org tree
• B. View Archived Org Trees: Toggle this on/off to view any archived custom org trees
• C. Org Trees: Lists active org trees along with their status, most recent activity and the option to archive

How to Create a Custom Org Tree

To access the Org Tree page and create a custom org tree: 

1. Click and expand Administration in the left-hand navigation menu
2. From the drop-down, click Org Trees
3. Click Create Org Tree to navigate to the Org Tree Creator
4. In the Org Tree Name field, enter an easily identifiable name e.g. Location-Department 
5. Click-and-drag attributes from the Attributes column to the Org Tree Structure column in the specific hierarchical order
   1. Org trees allow a maximum of five attributes and can be rearranged as necessary
6. In the Preview column, view and interact with the real-time org tree preview
7. Click Publish to finalize your org tree or Save Draft to resume at a later date

The Org Tree Creator is organized into three columns: 

• Attributes: Your organization's demographic attributes 
• Org Tree Structure: A customizable and interactable field where the Org Tree structure is determined via the hierarchy of attributes
• Preview: As you click and drag attributes into the Org Tree Structure column, a real-time preview reflects what your org tree will look like

How to Archive & Republish Org Trees

If a custom org tree is no longer necessary, on the Org Tree home page, click Archive to remove it from this page.

To view archived org trees, click the View Archived Org Trees toggle.

To republish an archived org tree, click and open the org tree. When viewing the archived org tree, click Publish Org Tree. 

How to Apply a Custom Org Tree to Previous Surveys

For surveys launched before a custom org tree's creation, you can retroactively apply a custom org tree to these surveys and their analytics. 

To do this, begin by navigating to Survey & Pulses under the Analytics drop-down in the left-hand navigation menu. Click the appropriate survey and then click Access Settings in the top-right. 

Under the Assignments tab, find the custom org tree card you want to apply to the survey and click Generate Tree. 

 

Note: If a user-created Custom Org Tree uses a demographic attribute not used in the survey, the Custom Org Tree can not be generated. 

Custom Org Trees & Analytics

When viewing survey data,  results can be viewed via the Manager Org Tree or by active custom org trees to focus the scope of the analytics. 

To view survey results via an org tree:

1. From the survey's analytics page, click Select Team
2. Click the org tree toggle to expand the tree and display the highest branches of the tree
3. Continue to click the toggles to further expand the branches
4. Click on the branch to view the results by the selected branch

To reset highlighted team, click All Results in the Select a Team window.

The instructions above apply to Manager Org Trees and any custom org tree.

Alternatively, when using the Manager Org Tree, enter/click the manager's name in the Search for a Manager text field to view survey results by the manager.

How to Assign Manager Access to a Custom Org Tree

Assign a manager to a branch of a custom org tree to grant the manager visibility into their branch's survey results.

To assign a manager to a custom org tree branch: 

1. On a survey's analytics page, click Access Settings
2. Click on the desired custom org tree
3. Use the expand arrows to identify the branch the manager should have access to
4. Click the branch's corresponding edit icon
5. Enter and click the manager's name into the Search for Users text field 
6. Specify the manager's Role in the drop-down menu
7. Specify the manager's Action Plans permission in the drop-down menu
8. Click Save

Note: Access is not granted immediately upon clicking Save, nor are managers notified that they have been given manager access. Managers given access to custom org tree branches will receive an email from  Quantum Workplace with the link to their branch's survey results on the date/time specified on the Access Roles page. 

When viewing each level of the custom org tree, the Participants count reflects the number of employees in the branch who were invited to participate, not the number of employees who submitted their survey.

Learn more about manager-level access and survey access settings.

How to Import & Export Custom Org Trees

Export an Org Tree

To export an org tree as a .xlsx file: 

1. On the survey's analytics page, click Access Settings
2. Click the custom org tree to be exported
3. Click Export
4. Open the downloaded org tree from your browser's downloads folder

Import an Org Tree

From the exported org tree file, roles can be edited before being reuploaded to update your org tree's data. See the previous section to learn how to export an org tree.

The Excel file includes a column with import instructions for more information.

To import an org tree into Quantum Workplace as a .xlsx file:

1. On the survey's analytics page, click Access Settings
2. Click the custom org tree to be imported and updated
3. Click the import window or drag-and-drop the org tree into the window to begin the import
4. Click Import