Actioncenter: How to create actions

On the GAIS platform, it is possible to create actions directly from reports or in our action center. Actions can be used in connection with WRA (Workplace Risk Assesment), but also with all other types of GAIS surveys. An action does not need to be directly linked to a survey but can be created independently. Read more about actions and how to create them in this guide.

Action Center

Create actions and keep an overview via GAIS’ Action Center.

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

Go to settings:

Under the Actions section, you now have several options. You can choose that everyone in the organization should be able to use actions, you can choose that all managers should be able to use actions, or you can choose that only company administrators can use actions.

Once you have chosen who should have access to use actions, you can choose what rights these people should have. See the options below:

When actions are enabled, you now have the option to create and share actions. It is possible to create and share actions directly in your company report as well as in the action center, which you can find at the top of your GAIS profile.

Note: If you choose, for example, “Superiors” (managers) at the top, the bottom point here should be understood as Managers can "create and share actions with everyone (here understood as “all managers”) in the organization

Note: Currently, only company administrators can create actions directly from the survey.

Create and Share Actions

You can create actions directly from the action center or from the report. If you want to create actions from the action center, start here:

You can also choose to create actions directly in your company report. You do this under the Heatmap section:

If you are the company administrator, you will see the “Actions” button in the top right corner of the report. From here, you can create new actions and see which actions you have created based on the individual factors in this report. If your action is not linked to a factor, it will not be displayed here but only in the action center.

How to Create an Action

Regardless of how and where you create your actions, the setup will look as described below:

Under the Details section, you can name and describe your action, assign it to the entire organization or a specific unit, and note which factor and survey the action relates to. It is also possible to give the action a deadline.

• An action must be named, but you decide whether to describe the purpose.
• “Unit” refers to the departments and teams you have set up in your organization.
• You can choose who is responsible for the action, but be aware that this is your action. This means that the responsible person cannot see the action unless you share it with his or her unit.
• It is optional whether you want to link the action to a specific survey. If you link it to a survey, the action still resides in the action center.

Under the Tasks section, you can create sub-tasks for your action.

Under the Sharing section, you can share your actions with others in the organization.

You can choose to share with everyone in the organization or a specific segment in the organization. You can also control whether the people you share your actions with can view, edit, and share these actions.

Overview of All Actions

Under the Actions section in the top bar, you will find an overview of all your created actions. The overview shows all your actions across surveys and survey types. You can also create new actions here and edit and share existing actions.

Using the search functions in the menu on the left side, you can sort and retrieve actions as needed. For example, choose status, surveys, or survey types to search for specific actions.

In the overview, only, for example, the actions created in GAIS surveys are now displayed.

Export Actions

Using the Export button, you can export all or selected actions to PowerPoint or PDF.