Hi Team,
We already have an level based hierarchy created and also it was added to dashboards. We closed our engagement survey and doing our analysis.
We identified that, an additional level to be added to the existing level based hierarchy. Please let me know how to do this as I don't see an option on Org Hierarchy Settings.
Appreciate any help on this.
Hi,
You have to go in your "Participants"/"Org Hierarchies" tab.
There, you can export your hierarchy for modification in a spreadsheet app and then import your updated hierarchy into Qualtrics.
You can do this even after collecting survey response.
Be careful if users have already access
ElieD - when you make a change to the hierarchy using this option, do you also update your participant file? Is the dat ever "recalclulated"?
https://community.qualtrics.com/XMcommunity/discussion/comment/53938#Comment_53938If the survey has been completed, it is not recommended to make changes in the participant file as the risk to break something increase.
But yes, it's an option to update participant file if needed.
I refer you to the support page : https://www.qualtrics.com/support/employee-experience/creating-ee-project/participants-tab/participants-ee/adding-participants-ee/#UpdatingParticipants
Be particularly careful about this point :
Attention: The hierarchy will only update when you import a file containing every metadata in your hierarchy. For example, if you used Unique Identifier, Manager ID, Org Unit ID, and Org Unit Description to build your hierarchy, all 4 of these columns will need to be present in an import to trigger a change in your hierarchy. You will not need metadata unrelated to the hierarchy, such as Age or Tenure.
Date of answers should not be affected by this process.
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