Diane Holt
- Total activity 35
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Activity overview
Latest activity by Diane Holt-
Diane Holt created an article,
Editing Behaviours in a Collective
To Edit the properties of a Behaviour. 1. Open the relevant collective (Competition or Experience Group) by selecting the 'Edit' option. 2. Select the setting Cog in the Behaviours section to view ...
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Diane Holt created an article,
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Diane Holt created an article,
People Insight
1. Select the 'People Insight' Tab. 2. Search for and select User. 3. Select Data Set/Collective. 4. Select Finish to view User Insight.
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Diane Holt created an article,
Create a Coaching Plan
1. In Coaching Plan Tab select 'New'. 2. Complete plan: Name, description, user and timeline - Save. 3. In 'Memberships' Tab select 'Behaviour Objectives' for the relevant collective. 4. ...
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Diane Holt created an article,
Add Tabs - People Insight & Coaching Plans
1. In App Launcher - Select 'Sumo' App. 2. If People Insight is not visible on Nav Bar - Select the 'Personalise your Nav Bar' Icon. 3. Select 'Add More Items'. 4. In Available Items - Se...
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Diane Holt created an article,
Unsupported Base Behaviours
The following Base Behaviour configurations are not supported and should not be used as it may lead to errors or undesirable results Scheduled Base Behaviours should not contain Behaviour Criteria ...
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Diane Holt created an article,
Building a Base Behaviour 'Advanced' Criteria
The Advanced Behaviour Criteria formula editor can be used for more flexibility with additional Operators and Functions to assist in building a query for One-off and Scheduled Base Behaviours Acce...
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Diane Holt created an article,
Build a 'Scheduled' Base Behaviour (Standard and Custom objects)
Scheduled Base Behaviours can be created to assess users' behaviours at a specific interval. Once activated in a running Competition or Experience Group the assessment of the Behaviour will run bas...
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Diane Holt created an article,
Rewarding & Related Objects
You can reward based on an object a record is related to. E.g If your chosen object is an Event or Task choose to only generate a reward if the 'Task is related to an Account' record The Criteria f...
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Diane Holt created an article,
Building a Base Behaviour 'Behaviour Criteria' Section
The default Standard Criteria Builder is used to select the field(s), conditions and field values required for the Behaviour's Criteria to be met. Criteria Logic can also be applied if required. Fo...