Thursday, December 10, 2009

And it's that time again... Your Questions Answered!


You've heard me say it before, but the vast majority of features and changes to eSB4 are a direct result of the user feedback we have gathered (and you have volunteered!) throughout 2008 and 2009 (yes, this project has been in the works for a while!). We are working hard to keep you up-to-date as the roll-out edges ever closer.

With that in mind, lets get directly to your questions about the Activity page.



"Hello, I''m a manager and I've added a few custom categories to to the Activity page. I hope these aren't going to disappear when we switch to eSB4. Should I be worried?"

- This is a pretty reoccurring question - I'm sorry I haven't gotten to it sooner! Generally, you all want to know what is going to happen to your custom categories, scheduled reports, custom reports, and groups when we switch over to eSB4. We'll be testing the behind-the-scenes stuff for the next 2 months to ensure that from the first day of the switch to eSB4, it'll be business as usual for you and for all our users.

This means, all of your scheduled reports, custom categories, goal profiles, and groups will be automatically included in the switch to eSB4. Ok, that being said. If something goes wrong and something seems to be missing, do not panic. Everything is uber backed up on our servers. Any "known issues" and when they'll be fixed will be reported on this blog. Or, you can call us as always for assistance. (800) 254-4726.

"Hi! I really like the new activity tab with the calendar.
I noticed that there is a timestamp underneath the Activity form. Is this a new feature too?"

You're half right! The Timestamp (First Reported and Last Updated) is a fairly new feature that we added to the Activity page over the summer (so don't feel bad if you hadn't noticed it!). So far, the feedback on this feature has been strong, so we'll be keeping it in eSB4.

"Good morning - had a quick question about the new activity tab. I saw that there is a notes section under the activity form. I've been on the system for over a year and I've never had a notes section to fill out. Will I have this in eSB4? I think it's a good feature to help me qualify my numbers a bit. How can I go about getting this notes section added to my account?"

Well good morning to you to! The notes section (right under the activity form) is a customizable function. This means that your home office or eScoreBoard administrator selects whether your team should have access to fill out notes each week about your activity.

While these settings can (and might) be modified by your office/administrator in 2010, its ok to assume that if you currently have access to this form in eSB3, you'll still have access in eSB4. Similarly, if you don't have access to it in eSB3, you probably won't in eSB4. But, feel free to discuss with your manager - if this is a feature that could be of help to you or your team, let us know! We'll be able to go over your options of having it added to your account... or at least point you in the right direction!

If you have more questions, please don't hesitate to email me or leave a comment. All questions will be answered, and all will be revealed :-)

2 comments:

  1. Thank you for getting to my question. I appreciate your response.

    ReplyDelete
  2. The calendar under the Activity page is doing the same thing as the Goals page? Or is it not going to be on the Goals and Dashboard pages anymore? I just like being able to navigate quickly.

    ReplyDelete