How to create Work Environment surveys?
- Enter the “system settings”, identified with a gear in the upper right.
- Enter the “drop-down lists” tab and scroll to the “work environment” module.
- Click on "evaluations", here you can create, delete and edit work environment evaluations.
- To add a new one, click “new”.
- Name the survey and register the necessary number of questions, each one must have a concept.

The evaluations will appear in the first step of the Work Environment flow, "send survey", so you can choose which one you want to apply
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How to review Work Environment surveys?
Click on the "work environment" module on the left side of your screen. Enter the third step of the flow, called "review survey." From the list of pending surveys, choose one and click on "actions" and then "details." Review all the information, ...
How to take actions and close a Work Environment survey?
Enter the “work environment” module from the left sidebar. Click the “take actions” button in the process flow. A list will appear with all the surveys that you have pending to take action on, click on the “actions” button and “details” on the one ...
How to send a Work Environment survey?
Enter the "work environment" module from the left sidebar. Click on the "send survery" button in the process flow. Choose the end date to close the survey. Leave your general comments or information that is needed. Choose the process or processes to ...
How to answer a work environment survey?
Enter the “work environment” module from the left sidebar. Click on the “answer survey” button in the process flow. Choose the survey you want to answer and click on the "actions" and "details" button Answer all the questions in the evaluation and ...
How to create your Macroprocess?
Make sure you have registered at least 3 processes in order to create the Macroprocess Enter the the “Process Catalog” from the “System Settings”, identified by a gear icon in the top right corner. Click on the “Macroprocess” tab. Choose the ...