Organise Locations

Learning Statement: In this article you’ll learn how to use Folders to organise multiple Locations.
Audience: This article is aimed at OMBEA Insights Administrators.

Background

Locations can be organised into Folders to make them easier to manage. If multiple Locations are in the same Folder, the Dashboard can display their results together, as well as separately.

To view the results of a Folder rather than a single Location, choose the Folder from the Location Selector on the Results Dashboard. See Advanced Results for more information.

Examples

Example scenarios where you might use Folders include:

  • Separating Feedback Points used for external customer engagement from those used for internal employee engagement.
  • Separating groups of retail stores, e.g. ‘North’ vs ‘South’ or ‘Tier 1’ vs ‘Tier 2’ vs ‘Tier 3’, etc.
  • Separating Feedback Points used in different zones, e.g. ‘Food Areas’ vs ‘Car Parks’ vs ‘Shopping’.
  • Separating Feedback Points used in different departments, e.g. ‘Faculty of Science’ vs ‘Faculty of Business’ vs ‘Faculty of Engineering’.

A Location can only belong to one Folder, so it pays to plan your structure in advance.

What you can do

When it comes to managing Folders, you can perform the following actions:

  • Create a Folder
  • Rename a Folder
  • Move a Folder
  • Give individual Users access to a Folder

Steps

Before you start

  • You must have administrative rights within OMBEA Insights in order to carry out these steps.
  • Visit https://insights.ombea.com/ and log in with your Insights username and password.

Create a Folder

  1. From the menu on the left hand side, click Locations.
  2. Click on the + symbol in the green circle.
  3. Click Create next to Folder.
  4. Change the Folder Name as appropriate.
  5. At this stage you can change the Parent Folder if you wish to organise your folders in a hierarchy.
  6. Click Save.

Rename a Folder

  1. From the menu on the left hand side, click Locations.
  2. Your Folders and Locations appear as a list. Select the Folder you wish to rename and click Edit.
  3. In the Folder Details panel, change the Name and click Save.

Move a Folder

  1. From the menu on the left hand side, click Locations.
  2. Your Folders and Locations appear as a list. Select the Folder you wish to move and click Edit.
  3. In the Folder Details panel, change the Parent Folder and click Save.

Give individual Users access to the Folder

  1. From the menu on the left hand side, click Locations.
  2. Your Folders and Locations appear as a list. Select the Folder you wish to change and click Edit.
  3. In the Folder Permissions panel, click Add User.
  4. Your Users appear in a list. Find the User you want and click Select.

If you need to create a new User before adding them to the Folder, you can save time with the Add New User button at the bottom of the list.