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Is there any easy way to find out which engagement survey participants have yet to be mapped into my org hierarchy?

Hello @Christi Pilutik 

Just to clarify, are you trying to map a previous survey org hierarchy to your current one?

Thanks!

 

Typically, in the org hierarchy mapping tool, it will display which participants are not mapped to a current org hierarchy. 

 


Thank you for your quick response @EricCrayon101, much appreciated.  

 

This is actually for a new org hierarchy, built based on participant metadata fields.


Hi @Christi Pilutik ,

Yes, we do have advanced options available in creating new hierarchy. You can utilize the "Limit People" option based on the metadata you choose. This allows you to include only those individuals with a specific value in the hierarchy. By using this approach, you can ensure that only people who meet certain criteria are included in your hierarchy.

I hope this answer helps.

 


Hi @Christi Pilutik  

If what you need is to verify that all your participants are correctly mapped or included in the current hierarchy, I suggest using the option to export participants from the hierarchy section. You can then compare them with your database to ensure everything is in order.

 

 

Hope this helps 


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