Before the Scan: Assign coordinator rights

To conduct a Team Development Scan, you first have to assign roles in My Effectory. This article explains which set-ups of roles are possible for running a successful Team Development Scan.

The default setup for coordinators for the Team Development Scan is as follows:

  1. The Central Coordinator assigns a Local Coordinator (usually the manager) for each team for survey creation.
  2. Local Coordinators create a Team Development Scan and add their employees as Results Access Coordinators.
  3. Employees will receive a notification when the results of the Team Development Scan are available and can view the results in My Effectory.

Alternative: Do you want to empower employees to send out surveys themselves?

  1. The Central Coordinator can add all employees of a team manually as Local Coordinators.
  2. Employees can create surveys for their own teams.
  3. Employees will receive a notification when the results of the Team Development Scan are available and can view the results in My Effectory.

Alternative: Do you prefer not to involve employees as coordinators in My Effectory?

  1. The Central Coordinator assigns Local Coordinators for survey creation (for example managers).
  2. The Central Coordinator or Local Coordinator can assign Results Access Coordinators only to specific people or managers.
How to assign coordinators? Read here how to assign coordinator rights in my Effectory: Role management – Effectory

 

Note: The My Feedback platform is only available for viewing individual results, not team results. No notification is sent for My Feedback.

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