Welcome to our Knowledge Base
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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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Print
GideonSoft 18.1 (April 2018)
[Final Production version 3.181.5]
Report Designer
- We’re excited to introduce the ability for anyone (with the correct permissions) to easily create interactive reports directly in GideonSoft using a brand-new drag and drop interface.
- Included in the new Report Designer is the ability to create a fully customizable single-person report that can display virtually any type of data that has been collected on an individual.
- We’ve also added a couple new Standard Reports that have been pre-designed to display specific types of information. The first Standard Report is the Group Report which displays multiple (color-configurable) data points as columns for multiple people listed in rows.
- The Report Band is commonly used in selection boards and is designed to group people based on their data. A key feature of this report is that, though you start with the data, you can still manually override individual placement, so you get the final say!
- The final new report type is the 3rd Party Report Designer. This feature lets you leverage data views, so you can export any data to be used by a 3rd party visualization service. For this version we have started with Microsoft SSRS and BIRT. More 3rd party visualizations services will be released over time.
- Assigning permissions for individual reports has been updated to include the ability to allow or restrict access based on specific users or multiple Roles.
- We’ve added the ability for Reports to be scheduled so they will only be available when they are needed.
Forgot Password
If you forget your password, you can now reset it as long as you have included you email address in your profile.
Goals
- You can now use the mobile app to record your progress towards any goals you created in the Web app.
- We’ve added the option for you to set weekly goals. This lets you aggregate your progress over one week. For example, “Exercise three times per week.”
Feedback Library
- You can now import, edit, or export feedback content in the Feedback Library. Exported feedback is stored as in CSV file for easy import into additional Modules.
- Previously feedback content was stored at the Instance and Module level separately, but now it is stored at the Module level and referenced from the Instance level.
Miscellaneous Updates
- Overlords and above can now set the option to let their people update their own descriptive data directly on their profile. Examples of descriptive data are: hometown, age, or height.
- Class Templates now support a Select All/Deselect All option for easier administration.
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