How to Use the Customize Module – Adding the English Version

(Applicable users: admins)

Getting started with the Customize Module

The customize module allows admins to create and publish custom assessments based on existing simulations (i.e, Manager Level – Ibisco, Senior Level – Marquis Resorts, etc.). If the customize module is included in your contract agreement, your admins will be able to access the customize module by clicking “Customize” in the top navigation bar while logged into the app.pinsight.com platform.

The base of a custom assessment is an already existing simulation. The customize module allows you to take an existing simulation and change some of the output that will appear in the final analytics report. Customized assessments can be created in English and then in other languages. Published customized assessments will then be available in the drop-down menus you use to invite participants to assessments.

Note: There must be a published English version of the customized assessment before you add a language version.

The following is a list of the report outputs you can alter in the customize module:

1. The name of the customized assessment
2. The simulation the customized assessment is based on
3. The client who this customized assessment will belong under
4. The default behaviors that show up in the analytics report
5. The behavior names and their definitions
6. Add up to three strategies for the Bench section of the analytics report.
7. Choose which analytics reports appear to which user-types: admin, stakeholder, and participant.
8. Automation of report sharing with the participant and app enablement

Creating a Customized Assessment in English

This section will walk you through creating a customized assessment in English. If you want to create an alternate language version, create an English version first.

1. Access the customize module by clicking Customize while logged in as an admin.

2. Click the +Add new assessment button on the top-right of the screen below the navigation bar.
   
   

3. On the New assessment screen fill out the provided fields:

• Assessment name: This is the name of the customized assessment.
• Based on simulation: Choose the simulation the customized assessment is based on from the drop-down menu. This cannot be changed after you click the Create Assessment button.
• Select partner and client: Choose the partner and/or client the customized assessment will be under. You may only have the client drop-down. This cannot be changed after you click the Create Assessment button. Only those participants under that partner and/or client may be invited to the customized assessment.

• Click the Create Assessment button. You will be redirected to the Edit assessment screen where you can complete the rest of your customizations by navigating between tabs.
  • Note: If you exit the new assessment screen after clicking the Create Assessment button, you can return by going back to Customize and clicking Edit next to the customized assessment in the table.

4. Behaviors tab: In this tab, you may add new labels and definitions for any Pinsight behavior and definition. You may also select and deselect default behaviors. Customizing in this tab is optional. If you do not alter the fields in this tab, the customized assessment will display the default Pinsight behaviors/definitions in the analytics report.
   • Note: After publishing for the first time, the default behavior selections cannot be changed.

• Customization column: In this column, there are two options for each behavior: +Add new label and +Add new definition. Click either option to open a text box to input the desired text. After entering the text, click Enter on your keyboard to save. The entered text will show in place of the name and definitions shown in the Original name column in the analytics reports.
  • Note: To add custom labels in a translated version, you must add labels in the English version.

• Display column: The default behaviors for the simulation the customized assessment is based on are already checked in the display column. You can check and uncheck the boxes in the display column to change which behaviors appear in the analytics report. This saves automatically.

5. Strategies tab: Customizing in this tab is optional. In this tab you can add up to three strategies that will display in the Bench section of the Analytics report. If you decide to add strategies here, remember to select the Bench checkbox in the Analytics tab for at least one user type (preferably Admin) to assure the Bench appears in the final analytics reports.

Click the +Add new strategy button to get the New Strategy pop-up window. Enter the strategy name and description in the text boxes, then select the behaviors associated with the strategy. Click Save.

6. Analytics tab: Customizing in this tab is optional. Checking and unchecking the boxes on this screen controls which sections of the participant’s analytics report each user-type (participant, stakeholder, or admin) can see. The checkboxes checked by default when you visit this tab for the first time are the default analytics.

7. Automation tab: Use the settings in this tab to automate report sharing and app enablement for participants. Automation is optional; if you do not select either option, you may share the report and enable the app manually from within the participant’s profile after the report is available.
   
   • Option 1: Automate Report Sharing with Participants
     • Check this option if you would like the participant to have their report shared with them automatically when it is available. The participant will receive a notification email letting them know their report is shared with them and to log into their account to access it.
       
       
       
   • Option 2: Automate Enabling The Pinsight App
     • Check this option if you would like the participant to have access to the app automatically once the report is available. The participant will receive a notification email letting them know to log into their account to access the application.
       
       
       
   • Delay by: Day(s): You may set a delay between 0 and 99 days for either option. The countdown begins after the report is available, and then the automation occurs at 9 AM the next day after the delay countdown ends. This is to assure the participant receives their email notifications at the beginning of their workday.
     
     • 0 day delay: The automation will occur as soon as the report is available.
     • 1 day delay: If the report is available at 11 AM on April 9th 2021, the 1-day countdown ends at 11 AM on April 10th 2021. The action rounds up in time, so that the automation occurs at 9 AM on April 11th 2021.
       
       
       
   • Overrides: Manual actions done in the participant profile override the automation settings.
     • For example, if you set a report to share with a 2-day delay, but decide to go into the participant’s profile and manually share the report the day it is available instead, that manual action overrides the automated setting for that particular participant.
     • The automation does not reinstate itself if its been overwritten by a manual action at some point. For example, if you give a participant the app manually before a delay was set to occur, then deactivate the app before that originally scheduled delay, the automated delay has already been overwritten by your previous manual action. The delay and automatic enablement of the app will not occur.
       
       
8. Publishing: Click the Publish button when the customized assessment is 100% ready to go live. After publishing, some things cannot be edited again. Please quality assure the custom assessment before clicking the publish button for the first time.

Editing

To make edits, click the publish button. It will switch off and show that the tab is unpublished. Participants invited to the platform after the custom assessment is re-published will have the changes applied, any invited before unpublishing or invited while the custom assessment is unpublished will see the previous version’s information.

Some items cannot be edited in the English version after it is published for the first time.

Items that cannot be edited after the first publish:

1. Which behaviors display as default in the reports
2. Behaviors tied to strategies
3. Addition/deletion of strategies
4. Analytics selections

Items that can be edited:

1. Assessment name
2. Labels for behaviors/definitions
3. Strategy name and description
4. Automation settings

Resources

Default Report Behaviors

The table below shows the default behaviors for each of the Pinsight simulations. These are the behaviors that will appear in the analytics reports for each simulation. You can use this table as a resource while you are creating a customized assessment in the Behaviors tab.

Default Report Analytics

Pinsight offers a PDF report for download. There are 3 different types of PDF reports based on the type of user that is receiving it. The table below indicates the types of reporting graphs that are contained in the default report for each type of each user report. If the customization module is available to you, the analytics can be changed during customization setup in the Analytics tab. Use the table below as a resource while creating a customized assessment.

Example Bench Graph

Adding strategies to a customized assessment results in a Bench graph, like the one shown below. The Bench graph shows the percentage of people in similar roles whose scores are lower than the participants’ scores. The Simulation score (in parentheses) is the baseline score the participant obtained during the simulation. The percentage above the Simulation score shows the participant’s score today – since improvement – if they are using The Pinsight App. Participants who are not using the app will not show improvement.