Client and Team Pulse Settings

Activate or deactivate client and team Pulse surveys for the entire account, view the list of questions, and manage default and custom questions.

User Permissions Needed: Account Administrator

At the account level, an Account Administrator can activate or deactivate client and team Pulse surveys for the entire account, view the list of questions, manage question sets, and manage default and custom questions.

How to Activate Pulse for the Account

1. In the left navigation, hover over Pulse(“   ”), then select Client Pulse Settings.
2. On the Pulse Settings page, set the toggle to On to activate external client Pulse surveys for the entire account.
   
3. Select Internal Team from the drop-down menu to the left of the Management tab.
   
4. Set the toggle to On to activate internal team Pulse surveys for the entire account. Changes are saved automatically.
   

Next steps:

• Manage default and custom questions in the Question Library tab
• Add custom question sets in the Question Sets tab
• Configure and activate Pulse for individual projects

Question Library

In the Question Library tab, you can see a list of all the questions used in Pulse surveys, create custom questions, add or remove custom questions from the random question pool, and activate or deactivate questions.

Select Internal Team or External Client from the drop-down menu to the left of the Management tab to see the questions for those respective sides. The Question Library tab is only available when Pulse is activated on the account.

The Question Library table shows the following information:

• Question—The text of the question. This is what appears in surveys.
• Category—The question category: Happiness, Collaboration, or Confidence.
• Type—The survey type this question is for: Project Start, Recurring Date/Task Completion, or Project End.

• Active—Whether this question can be used in surveys. You can uncheck Active to stop sending a certain question in surveys.

  Note: If you deactivate a question that has been added to a custom question set, the question will be excluded when surveys are sent.
• Randomize—Whether this question can be selected as a random question for question sets configured to use random questions. You can uncheck this to ensure that a custom question is never used as a random question and only appears in surveys using a question set where the custom question is explicitly selected. This option is only available for custom questions.
• Delete—Only custom questions can be deleted. Deleting a question that is currently in use in projects may impact Pulse data integrity. Historical data from previously sent surveys is retained.

For more information about the default questions, see the Kantata Pulse Question Library article.

For more information about creating custom questions, see the Creating Custom Pulse Survey Questions article.

Question Sets

By default, the Client and Team Pulse surveys include one or two questions from each category (happiness, collaboration, and confidence), ordered randomly. You can create your own question sets to customize the content, number, category, and order of questions in surveys.

The Question Sets table shows the following information:

• Question Set Name
• Type—The survey type this question set is for: Project Start, Recurring Date/Task Completion, or Project End. This determines when in the project lifecycle this question set may send out as a survey.
• Default—A Checkmark (“   ”) icon appears in this column if the question set is the default question set for its survey type.
• Projects—How many projects currently have this question set selected for scheduled surveys in their Pulse Settings.
• Actions
  • Clone (“   ”)—You can clone a set to make a copy of it. This is useful if you want to create a similar question set with minor adjustments.
  • Edit (“   ”)—Edit a question set to change its name or questions. Only custom question sets can be edited.
  • Delete (“   ”)—Deletes a question set. Only custom question sets that are not scheduled for upcoming surveys can be deleted.

For more information, see the Creating Custom Pulse Survey Question Sets article.

Pre-Configured Question Sets

Pulse comes with a pre-configured question set for each survey type.

• Project Start Default—All active, standard project start questions are included. Custom questions are not included. If you would like to include any custom questions in project start surveys, you must create a custom question set and add custom questions to it.
• Recurring Date Default—One question from each category is randomly selected and regardless of the number of active questions, the survey is always 3 questions. Both standard and custom questions can be selected randomly, if the Randomize checkbox is checked for the question in the Question Library tab.
• Task Completion Default—One question from each category is randomly selected and regardless of the number of active questions, the survey is always 3 questions. Both standard and custom questions can be selected randomly, if the Randomize checkbox is checked for the question in the Question Library tab.
• Project End Default—All active, standard project end questions are included. Custom questions are not included. If you would like to include any custom questions in project end surveys, you must create a custom question set and add custom questions to it.