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GideonSoft Basics
- Using GideonSoft: Navigation
- Using GideonSoft: Quick Links
- Using GideonSoft: Broadcast a Message or Question
- Forgot Password
- My Settings
- Completing Surveys
- Recording Observations
- Recording Progress Towards Goals
- Reviewing Completed Observations
- Reviewing Completed Surveys
- Running Reports
- Setting Goals
- Add New Goal (Advanced)
- Using the Persistent Module
- Viewing Progress Towards Goals and Objectives
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Using Mobile Devices (app)
- Using GideonSoft on a Mobile Device (app)
- Recording Observations on a Mobile Device (app)
- Completing Surveys on a Mobile Device (app)
- Using Spreadsheets on a Mobile Device (app)
- Running Reports on a Mobile Device (app)
- People and Lineups on a Mobile Device (app)
- Recording Goal Progress on a Mobile Device (app)
- Using CPR on a Mobile Device (app)
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Designing Behavior Observations
- Designing Behavior Observations 1: Overview
- Designing Behavior Observations 2: Importing an Observation Event (from a Module or another Instance)
- Designing Behavior Observations 3: Copying an Observation Event (Within the same Instance)
- Designing Behavior Observations 4: Importing/Copying Behaviors
- Designing Behavior Observations 5: Adding Multiple Behaviors at a Time
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Designing Surveys
- Survey Design 1: Overview
- Survey Design 2: Access and Availability
- Survey Design 3: Sections
- Survey Design 4: Pre-Questions
- Survey Design 5: Question Types
- Survey Design 6: Overlays
- Survey Item: Calculation Question Type
- Survey Item: Dropdown Question Type
- Report Design: Survey Reports
- Survey Item: Feedback Question Type
- Survey Item: Image Tile Question Type
- Survey Item: Matrix Rating Question Type
- Survey Item: Multi-Text Question Type
- Survey Item: Multiple Choice Question Type
- Survey Item: Nomination Question Type
- Survey Item: Number Question Type
- Survey item: Ranking Question Type
- Survey Item: Rating Question Type
- Survey Item: Tagged Matrix Question Type
- Survey Item: Text Question Type
- Survey Item: Time Question Type
- Survey Item: Variable Question Type
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Working with Data
- The GideonSoft Data Model
- Types of Data in GideonSoft
- Viewing and Exporting Data
- Exporting Larger Amounts of Data
- Data - Quick Variable Creator
- Variable Manager - Viewing Variables
- Variable Naming Conventions
- Variable Type
- Variable Manager - Creating Variables
- Variable Manager - Importing a Variable
- Variable Manager - Manually Creating a Score Variable
- Variable Manager - Manually Creating a Person Variable
- Configuring People Descriptives
- Using Spreadsheets
- Designing Spreadsheets
- Data - Configuring Autotags
- Data Mapping
- Configuring Integrations
- Importing Data Using Integrations
- About Goals and Objectives
- Managing Objectives
- Data - The Data Warehouse
- Measurement Model - Overview
- Measurement Model - Scheduler
- Measurement Model - Model Builder
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Spreadsheets
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Designing Reports
- Report Design 1: Overview
- Report Design 2: Location, Availability and Access
- Report Design 3: Scheduling and Subscriptions
- Report Design 4: Importing/Copying a Report
- Report Design: Custom Person Report (Content and Design)
- Report Design: Custom Group Report (Content and Design)
- Report Design: Group Report (Content and Design)
- Report Design: Band Report (Content and Design)
- Report Design: Portfolio Report (Content and Design)
- Report Design: Survey Reports
- Report Design: Third Party Report (Display Options)
- Data - Quick Variable Creator
- Report Item: 3-Point Scale
- Report Item: 360 Grid
- Report Item: Arc Score
- Report Item: Bar Chart
- Report Item: Behavior List
- Report Item: Bulletin
- Report Item: Comment
- Report Item: Data Grid
- Report Item: Data List
- Report Item: Decision Tree
- Report Item: Detail Data Chart
- Report Item: Detail Data Grid
- Report Item: External Content
- Report Item: Flag
- Report Item: Gauge
- Report Item: Image
- Report Item: Liquid Fill
- Report Item: Pass/Fail
- Report Item: Pie Chart
- Report Item: Pivot Grid
- Report Item: Profile Header
- Report Item: Scatter Plot
- Report Item: Shot Graph
- Report Item: Signature
- Report Item: Text
- Using Macros to Display Dynamic Text
- Using Value Formatting for Displayed Variables
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Managing People
- Viewing People - The Instance Homepage
- People - Assigning Status
- Managing People (The People Page)
- Managing People (Advanced Options)
- Resetting Passwords and System Access
- Person Profile
- Person Profile - Insights: Progress
- Adding and Importing People
- Review and Approve New People
- Adding and Managing People at the Module Level
- About Permissions and Roles
- Instance Settings - Profile Visualization
- Permission Set Detail
- GideonSoft Identifiers
- Roles, Groups, Teams and Lineups - Clarifying the Difference
- Creating Roles
- Role Clusters
- Groups
- Teams
- 360 Relationships
- Merging and Splitting User Accounts
- Associating a CAC with a Username
- People Descriptives
- Configuring People Descriptives
- Completing a Check In (CPR)
- Creating a Job (CPR)
- Creating a Position (CPR)
- My Position (CPR)
- The Appraisal Process (CPR)
- Goal Report
- Variable Manager - Manually Creating a Person Variable
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Continual Progress Review (CPR)
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Goals and Objectives
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The Feedback Tool
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The Persistent Module
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Measurement Model
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Instance & Module Administration
- Instance Settings
- Auto Instance Settings
- Instance Settings - Objects
- Instance Settings - Homepage and Customization
- Instance Settings - Manage Task Queue
- Instance Settings - Activity and Configuration
- Module Settings
- Creating an Instance
- Performance Module - Tool Options
- Module/Instance Builder
- Module Settings - Configuring Status Definitions
- Module Homepage Dashboard
- Module Homepage Summary Badges
- Module Settings - Managing Attachment Types
- Adding and Managing People at the Module Level
- Backing Up (Stand alone Environments)
- Permission Set Detail
- Reviewing Completed Surveys (for Admins)
- Role Clusters
- Glossary
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Organization Administration
- Organizational Structure
- Organization Settings - Passwords
- Organization Settings - User Creation
- Organization Settings - Administration
- Organization Settings - Tools
- Organization Home Page Summary Badges
- Organization Settings - Global Profile Tools
- Organization Settings - Permissions
- Replacing an existing Module's Template
- Organization Settings - Customization
- Organization - People/Profile Field Setup
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HPAdmin
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Version History
- GideonSoft 2024 Release 1 (May 2024)
- GideonSoft 2023 Release 3 (Jan 2024)
- GideonSoft 2023 Release 2 (Sept 2023)
- GideonSoft 2023 Release 1 (May 2023)
- GideonSoft 2022 Release 3 (Jan 2023)
- GideonSoft 2022 Release 2 (Sept 2022)
- GideonSoft 2022 Release 1 (May 2022)
- GideonSoft 2021 Release 2 (Sept 2021)
- GideonSoft 2021 Release 1 (Sept 2021)
- GideonSoft 2020 Release 3 (Dec 2020)
- GideonSoft 2020 Release 2 (Sept 2020)
- GideonSoft 2020 Release 1 (May 2020)
- GideonSoft 19.3 (Dec 2019)
- GideonSoft 19.2 (Sept 2019)
- GideonSoft 19.1 (April 2019)
- GideonSoft 18.3 (Jan 2019)
- GideonSoft 18.2 (Sept 2018)
- GideonSoft 18.1 (April 2018)
- GideonSoft 17.3 (Jan 2018)
- GideonSoft 17.2
- GideonSoft 16.2
- GideonSoft 16.1
- GideonSoft 15.1 and older
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Data – Quick Variable Creator
While designing Surveys, Observations, Reports or Spreadsheets, you may not be able to find the score variable you need to add or reference. Look for the ‘Create New Variable’ button, which will help quickly and easily create a new score for immediate use.
At any point, you can click ‘Advanced (Variable Manager)’ in the top right of the ‘Create New Variable’ window to go to the full featured variable editor.
Source(s)
Start by selecting one or more sources or inputs by expanding a category and checking a variable. A summary of your selections is displayed below for reference.
- Surveys … Published/inactive surveys are in red; draft surveys are gray.
- Observations … There are options to select any positive or any negative, from selected or from any event.
- Feedback … There are options for ‘Any Feedback from any rule’ or feedback from rules previously made.
- 3rd Party Import
- Scores … You can search, check multiple scores, or reset.
Note: A score can be created referencing either one or more evaluation variables or one or more score variables, but not a mix of both. Since Surveys, Observations, Feedback, and 3rd Party Imports are all evaluation variable types, you will notice the Score category become unavailable, and vice versa. See Types of Data for more information.
Method
Select one of the functions from the list:
- Aggregate Functions:
- Average (of all ratings)
- Average of Other User’s Evaluations (excludes self ratings)
- Average of User’s Own Evaluations
- Count (if no ratings were received, no value will be generated)
- Count – All Ratings (if no ratings were received, the value will be zero)
- Standard Deviation (of all ratings)
- Sum (of all ratings)
- Filter Functions
- Minimum (identifies the lowest evaluation value recorded)
- Maximum (identifies the highest evaluation value recorded)
- Most Recent (identifies the most recent evaluation value recorded)
Finish
A summary of your selections is displayed. Click ‘Preview output’ to get an idea what the resulting data will look like.
- Label … This is what will be displayed on the Survey, Report, etc.
- Name … A name is automatically generated for you, but you can customize it using the Variable Name Generator if preferred.
- Description (optional) … This can help provide additional context for yourself or others at a later time.
- Click ‘Create and Use’.
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Version(s): GideonSoft 2020 Release 2 and later