GAIS Action Center part 1 of 2: Activate and Assign Permissions

This article is part of a two part series. View part two HERE.

1. Activate the Action Center

To use the action center, you must first activate Actions on your company profile under settings:

Go to settings:

2. Define rights

Under the "Actions" section, you assign permissions to view, create, edit, delete, and share actions.

Company Administrators

All company administrators have full rights - that means they can create, edit, delete, and share actions. 

You can also grant company administrators the right to view all actions created within the organization. This allows administrators to have a complete overview of what has been initiated within the organization.

All survey administrators have full permissions within the survey type they administer – meaning they can create, edit, delete, and share actions.

For example, a health and safety committee will often be administrators for the WRA survey, but not for the employee wellbeing survey. You can define survey administrators under “Administrators” in the company profile.

Managers 

You can check the box to allow managers in the organization to view and create actions. Managers are the people listed under the "Nærmeste leder" (Immediate manager) column in the data file.

You can also choose who managers can share actions with. Here you can choose between:

• None

• Everyone in the organization

• Own manager: The manager's immediate manager

• Own employees: Managers can share with their own employees

• Own departments: The department(s) the manager is a part of

• Recipient groups: Recipient groups that you define (see below)

• Selected departments: You can choose from all departments in the organization

• Specific people: Actions can be shared with specific people listed in the data file

NOTE: If some of your managers have multiple departments under them, it would be beneficial to choose to let managers share actions with "Own employees" instead of "Own departments". This way, managers can share actions with employees even if they are in different departments.

When creating and sharing a specific action, the manager can choose whether to share it with employees in one department or another.

Learn about creating and sharing specific actions here.

Everyone

You can check the box to allow everyone in the organization to view and create actions. This includes both employees and managers.

You can also choose who everyone who creates actions can share them with.

• None

• Everyone in the organization

• Own manager: The immediate manager, as shown in the data file

• Own departments: The department(s) you are a part of

• Audiences: The defined recipient groups (see below)

• Departments: Here you can choose from all departments in the organization

• Specific people: Actions can be shared with specific people listed in the data file

3. Audiences

It is also possible to create Audiences, that are groups who can share or be assigned actions - fx. the company's AMU employees, who may be spread across departments and functions. Audiences are created using Organization and Audiences and Create Audiences. Here you can create and name the Audience groups and select the members by:

• Enter the name or email of the people to be invited
• Name the Audience

The Audience group will now be visible on the list.

The Audience group will now be visible in the list. To use the Audience group, go to your Company Profile, which is found in the menu in the upper right hand corner with the company name. Then press Settings - from here you can define rights regarding creating and sharing actions, in the same way as with managers and employees described earlier.

The Action Center is now enabled, and actions can be created. The next step is to create and share actions, which is covered here.

4. Additional Settings

The final things you need to decide on are:

• Notifications: Do you want to allow participants to receive an email notification when actions are shared with them?
• Required fields: Here, you specify which fields must be completed when participants create new actions. Any fields that are not selected will be optional to fill in. Please note that your choices here apply to everyone you have granted permission to create actions.