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

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

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.

Activate the 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 assign permissions to view, create, edit, delete, and share actions.

Company Administrators:

All business 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.

Managers: 

You can tick the box to allow managers in the organization to create actions. Managers are the individuals listed under the "Immediate Manager" column in the data file.

You can also choose who managers can share actions with. Here, you can select from: 

• None 
• Everyone in the organization 
• Own manager: That is, the manager's direct superior 
• Own department(s): The department(s) the manager belongs to 
• Selected departments: Here, you can choose from all the departments within the organization 
• Employees: Actions can be shared with employees

Everyone: 

You can tick the box to allow everyone in the organization to create actions. This applies to both employees and managers.

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

• None
• Everyone in the organization 
• Own manager: That is, the immediate manager as indicated in the data file 
• Own department(s): The department(s) one belongs to 
• Selected departments: Here, you can choose from all the departments within the organization
•  Employees: Actions can be shared with employees

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.