Customized analyses
Introduction
Users can create customized analysis types where the topic structure can be rearranged, topics can be renamed or deleted, and new root topics can be created. With the new topic structures, users can match the topics more closely to their organization's or institution's structure and terms. This makes it easier to review and filter the results.
Create a Customized analysis
A Customized analysis can contain all or just a sub-set of the topics contained in the EEI, ELI or SEI analyses types.
- From the homepage, click on the
icon located in the taskbar on the right side of your screen. - Select Customized analysis from the drop-down menu.
- Click Create a customized analysis
- Enter a name for your new analysis type.
- Select a Base analysis containing the topics you wish to use.
- Click the Use selected analysis as template check box to use the topic structure of the source analysis to build your customized analysis.
- Click Create.
The Use selected analysis as template feature is very useful when the source analysis suits most of your needs and only minor changes are required.
A new window will appear where the topic structure can be rearranged, topics can be renamed or deleted, and new root topics can be created.
- Click Edit topic structure
- To add another root topic, click + Add root topic.
- To Rename a topic, click anywhere within the topic row and your cursor will appear in the topic name field so that you can modify the name of the topic.
- To insert a topic into the subtopic level of your structure, click the insert icon and enter a name for the topic,
- To remove a topic, click the X to the right of the topic.
As you rearrange, rename, delete and move your topics, a counter at the top of the screen indicates the number of topics out of total topics that have been mapped to your new customized analysis. To view the topics still available from your source analysis, click on Map topics where you can merge or insert them back to your model, if needed. See steps 17 to 21 for instructions.
- To rearrange your topics or move one to another level, click on the icon and drag and drop the topic to another location within your topic structure.
- The General topic contains comments that relate to the main topic but not to any of the child topics. If the General topic is deleted from your topic structure, those comments will no longer be included in your analyses.
- If a root topic has child topics, they will be moved with the root topic.
- Child topics can be rearranged within the root topic.
- Any topic that has been merged to another topic cannot be moved.
If you have not selected Use selected model as template and want to build your model from scratch:
- To start mapping your topics, click Add root topic
- In the new topic field, enter a name for your topic.
- Click Map topics to access the topics from the source analysis.
- Click the insert topic icon to add a topic.
A new pop-up window will appear on the right side of your screen.
- Click the check boxes beside the topics you wish to merge with or insert into your new root topic.
- Click Merge Topics to add these topics to your root topic.
- Click Insert Topics to add topics as child topics to the root topic that you have created.
- Repeat steps 16 to 19 until you have finished building your new customize analysis.
- The remaining number of topics available is displayed at the top right of the pop-up window.
- Hover over a root topic to view its merged topics or click x icon to remove the merged topics.
- Click Save Changes.
- Click Discard Changes.
Once you have mapped topics to a root topic, you can no longer insert new topics into that section of the topic structure.
Manage a Customized analyses
- To search for an existing Customized analysis, enter its name in the search field. This search provides results based on the Customized analysis name column.
The following columns provide additional information about each Customized analysis listed which can be helpful when you are looking for a particular customized analysis:
- Source analysis
- Date created
- Last updated
Each of these columns can a sorted by clicking on the down and up arrow beside the column headers.
- All of the columns can be sorted either alphabetically or by date. Click on the columns to view the sort arrow, then click again to change the direction of the sort.
- To access a Customized analysis, hover on a row and click on the icon that appears. Select View topic structure from the drop-down menu on the right side of the screen.
- To delete a Customized analysis, click on Delete in the drop-down menu on the right side of the screen.
- When analysis types (SEI, EEI or ELI models) are updated: Customers must recreate any Customized Analyses built on these topic structures using the updated model. This ensures the new structure, topics, and subtopics of the latest version are incorporated, enabling proper analysis of MLY data.
- When setting up your Analysis configuration, you can choose a Customized Analysis you've created for the relevant analysis type (SEI, EEI, or ELI model). This customized analysis will become accessible in the Overview - Analysis properties screen after the analysis is complete, allowing you to view your data through the tailored topic structure.
- For an individual analysis, only one Customized Analysis can be applied at a time to view your data. However, you can revisit the analysis and reprocess it using a different customized analysis type alongside the main analysis type (SEI, EEI, or ELI model) for deeper exploration. Please note that additional analyzed comments in this process will count towards your license quota.
InEmployee experience intelligence (EEI)