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spencer_engel
spencer_engel
Expert ⭐️
March 9, 2020

US Admin Office Hours (Tuesday session) - 3/10/20 1 p.m. PST - Pre-session Thread

  • March 9, 2020
  • 14 replies
  • 187 views

Hello everyone! This thread is for our Tuesday Admin Office Hours session, which will be held Tuesday, March 10, 2020. Submit your questions below as replies to this post, and we'll address them during our session at 1pm PT / 2pm MT / 3pm CT / 4pm ET.

There is no need to register for the sessions. If you have a question, please post below or join the meeting. I will go in order of posts below or joining the session. Thanks!

Conference Details (GoTo Meeting):

https://global.gotomeeting.com/join/493151677

You can also dial in using your phone.

United States: +1 (872) 240-3412

Access Code: 493-151-677

14 replies

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shiela_kern
shiela_kern
Contributor ⭐️⭐️⭐️⭐️
March 10, 2020

Hi Spencer, I wasn’t able to join today, are there office hours for this Thur? I didn’t see a pre-post thread. 

spencer_engel
spencer_engelAuthor
Expert ⭐️
March 10, 2020

@shiela_kern Thursday’s session will be at 11 a.m. PDT. @sdrostgainsightcom will be posting the thread soon.

Hi Spencer, I wasn’t able to join today, are there office hours for this Thur? I didn’t see a pre-post thread. 

 

jessica_owens
jessica_owens
Helper ⭐️
March 10, 2020

Regarding the Scorecard Timeline Feature that will go live on 3/20 -

  1. Currently each of our measures have comments that contain additional data that can be referenced along with the scorecard color. Will this data still be visible in the new view? Where will can that data be seen in the new view?
  2. The documentation states that comments will be posted to Timeline as Updates each week for each measure? We have 15 different measures and a timeline post for each measure each week will make Timeline very busy.
  3. Additionally if this feature is posting updates to Timeline using the “Update” activity type and we are already using that activity type for something else, should we discontinue using the standard update activity type and/or change to a different activity type to avoid confusion between the different Timeline activity types.

@spencer_engel After reading through the documentation, I found this:

  • “Scorecard activities that are created by a rule can only be found in the Scorecard section. These activities are not displayed on the global Timeline or C/R 360 Timeline.”

If this is true, I think we’re in good shape on #2 and #3 of my post. Thank you for your help today and especially pulling up the demo account and showing what these entries will look like! That was something that was really missing from the documentation!

 

spencer_engel
spencer_engelAuthor
Expert ⭐️
March 10, 2020

Regarding the Scorecard Timeline Feature that will go live on 3/20 -

  1. Currently each of our measures have comments that contain additional data that can be referenced along with the scorecard color. Will this data still be visible in the new view? Where will can that data be seen in the new view?
  2. The documentation states that comments will be posted to Timeline as Updates each week for each measure? We have 15 different measures and a timeline post for each measure each week will make Timeline very busy.
  3. Additionally if this feature is posting updates to Timeline using the “Update” activity type and we are already using that activity type for something else, should we discontinue using the standard update activity type and/or change to a different activity type to avoid confusion between the different Timeline activity types.

@spencer_engelAfter reading through the documentation, I found this:

  • “Scorecard activities that are created by a rule can only be found in the Scorecard section. These activities are not displayed on the global Timeline or C/R 360 Timeline.”

If this is true, I think we’re in good shape on #2 and #3 of my post. Thank you for your help today and especially pulling up the demo account and showing what these entries will look like! That was something that was really missing from the documentation!

 

@jessica_owens Glad to hear! FYI @lila_meyer for feedback on scorecard timeline documentation feedback.

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