Suggestions for optimized features or net new features related to Diagnose

Examples of features relevant to this page: Engagement surveys, Pulse Surveys, Reports, Heat Map, Org Upload, etc.
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Utilizing Client Data as Benchmark for YOY

After the first survey has been administered, all subsequent surveys should include the client's previous data as the benchmark, rather than "external" benchmark ...
Suggested by: Carla Rojas (19 Jan, '23) Upvoted: 01 Apr Comments: 3
Under Consideration 1.0 2.0 Diagnose

Customizable questions

The ability for clients to add additional questions
Suggested by: Becca VanDerveer (12 Jan, '23) Upvoted: 26 Feb Comments: 1
Under Consideration 1.0 2.0 Net New

Generating custom reports

Being able to create additional custom reports either by the custom columns or to be able to run by department, location, etc.
Suggested by: Becca VanDerveer (12 Jan, '23) Upvoted: 01 Apr Comments: 2
Under Consideration 1.0 2.0 Net New

Include manager reports that only have direct report data

This is probably the most frequent request we get for Diagnose. Clients want to see reports with Strengths, Caution Areas, and Action Items for their direct reports ...
Suggested by: Faridah Bori (24 Mar, '23) Upvoted: 22 Feb Comments: 2
Under Consideration 1.0 2.0 Diagnose

Survey Timeline

Flexibility in the length of time that the survey is open would be helpful for small companies. I recently made an inquiry for a client with an open employee ...
Suggested by: Dawn Beck (20 Jan, '23) Upvoted: 13 Nov, '23 Comments: 0
Under Consideration 1.0 Diagnose

Completion progress by departent

I think we should be able to give our clients an update on completion progress by department so any department that is not progressing well can make some extra ...
Suggested by: Doug McCann (07 Dec, '23) Upvoted: 01 Apr Comments: 0
Under Consideration 1.0 2.0 Net New

Customize invitation email

I have three clients now who want to customize the invitation email to sound more like their company tone. In many cases the employees deleted the email because it ...
Suggested by: Doug McCann (07 Dec, '23) Upvoted: 01 Apr Comments: 0
Under Consideration 1.0 2.0 Net New

QR Code or Link to take survey

Right now the link for the survey comes through an email from Predictive Index. Is there a way to create a specific QR code or link for people to use immediately ...
Suggested by: Heather Keebler (28 Aug, '23) Upvoted: 01 Apr Comments: 0
Under Consideration 1.0 2.0 Diagnose

"FROM" Email address clearly PI

A client has written in suggesting that the email address in the FROM field of the XP Survey is not clearly from PI and can be mistaken as Spam. The client suggests ...
Suggested by: Austin Begley (21 Jun, '23) Upvoted: 20 Feb Comments: 0
Under Consideration 1.0 2.0 Optimization

Pulse surveys

Clients have requested the ability to do "pulse surveys" throughout the year to gage success in addressing caution areas. This would be a major selling point for the ...
Suggested by: Teri Kinsella (13 Nov, '23) Upvoted: 01 Apr Comments: 0
Under Consideration 1.0 Diagnose

Update XP Results Examples

Blind spots - 1.0 downloadable example file still includes old verbiage This is used frequently in Diagnose Demo's! Please and thank you.
Suggested by: Sam Klemarczyk (13 Mar, '23) Upvoted: 26 Mar, '23 Comments: 0
Under Consideration 1.0 2.0 Diagnose

API or Multiple Survey Download

Build a way that clients using Diagnose can connect to an API to run reports for their organizational dashboards and run trend charts, drill downs, etc.
Suggested by: Scott B (18 Feb, '23) Upvoted: 20 Feb, '23 Comments: 0
Under Consideration 1.0 2.0 Diagnose integrations

Being able to send reminder emails during the extension period

If we have to extend the survey it is typically because the response rate is too low. Therefore, we should be able to send reminder links during the extension period ...
Suggested by: Tim Petron (01 Apr) Upvoted: 01 Apr Comments: 0
Under Consideration 1.0 2.0 Diagnose

mr

All culture is local so being able to see the comments by location is valuable to add color to the quantified scores.
Suggested by: Tim Petron (01 Apr) Upvoted: 01 Apr Comments: 0
Under Consideration 1.0 Diagnose

caution areas formula

A 100 percent favorable statement (although it may be weighted more heavily on engagement) should not be listed in the top cautions list, especially if there are ...
Suggested by: Amy Leslie (27 Jul, '23) Upvoted: 27 Jul, '23 Comments: 0
Under Consideration 1.0 2.0 Optimization

Ensure Completion Numbers & Percentages Match

It would be great if the number of completed assessments matched at the top of the screen as well as under the monitor progress portion of the software Thank you!
Suggested by: Morgan Golden (30 Jun, '23) Upvoted: 30 Jun, '23 Comments: 0
Under Consideration 1.0

Ability to Update Employee lists through Org Charts

Currently, we have to upload a spreadsheet with org chart updates using a specific format. It would be much easier for the user to make updates directly to teams. It ...
Suggested by: Leticia F (19 Jan, '23) Upvoted: 19 Jan, '23 Comments: 0
Under Consideration 1.0 2.0 Diagnose