This option allows you to have a second filter to zoom in on a population more precisely, in addition to the available comparison filters - giving you more granularity when examining your results.
It offers undeniable advantages in results analysis, but implies a certain responsibility, especially in protecting the confidentiality of your teams.
In this article:
What will change on the platform?
When you activate the option, the platform displays a second filter everywhere it is possible to zoom in on a population.
Also, you benefit from a population filter when exporting results.
In practice, here is how it works for each role:
- administrators and campaign owners will be able to apply 2 filters, any of them;
- result viewers with access to all employees will be able to apply 2 filters, within the limits of the filters they have been assigned;
- result viewers with a specific perimeter will keep their 1st filter set on their scope, and will be able to filter 1 more time, to see their sub-teams for example.
⚠️ The double filter will be available to everyone and on all results
→ All administrators and all result viewers will have access to two filters. It is not possible to enable it for only some of the managers.
→ It will be possible to apply a second filter on past results as well as future ones, as long as the option is active.
When only one analysis filter is available, the results have a very high level of confidentiality - an individual's response cannot be isolated.
When a second filter is available, the platform still ensures the confidentiality of participants (through the confidentiality threshold). However, depending on the account configuration, the level of protection can decrease: by crossing too many filters, a malicious individual could, under certain conditions, cross-reference enough information to find a response.
To avoid this, just make sure you take the necessary precautions.
When to enable it?
If you or your managers need more granularity in the results.
By default, result viewers (managers) only have access to one filter to review their results. They are therefore limited in their ability to filter results.
Example: Marco manages the Chicago sales team, his filter will be limited to that team only, and he won't be able to zoom in on any sub-teams. Which is fine.
In some cases, this single filter will be an obstacle, as they will miss important details to study their results.
Example: Rosie manages the California region, and needs to be able to detail not only the scores at that level, but also the store details, city by city. Therefore, a single filter on [State = California] will limit her analysis capabilities.
→ In this case, the double filter serves a purpose!
Alternatively, in cases where you have a medium to small structure - or simply, if your hierarchical system means that your managers will observe the results of their direct subordinates without needing to drill down to the next levels - a single filter is most often sufficient and, above all, safer.
Enabling the double filter
1. Precautions : limit accessible filters
As mentioned above, enabling the double filter can reduce the level of confidentiality of employee answers. To avoid this risk, when assigning rights to results viewers, be sure to:
- give access only to the necessary filters in order to avoid limit data crossings (we recommend not to exceed 2 filters);
- favor only hierarchical filters for managers, and reserve the use of demographic filters for administrators.
💡 Your managers already have rights on the platform? To make sure their rights meet these guidelines, you can delete the existing rule and recreate it with the right filters.
→ for manually added results viewers : Adding results viewers with manual mode
2. Enabling the double filtre
You have taken the necessary precautions? Then you are ready to activate the double filter on your company's account!
ℹ️ Upon activation, the platform will ask you to confirm that you want to open access to a second filter on the account results.
3. Communicate on the change to your teams
Consider informing managers of this change through internal communication, so that they are aware of their filtering capabilities and limitations.
To make it easier, you can use our communication slides about the double filter activation:
Any doubts or questions? Feel free to write to us at firstname.lastname@example.org - we'll be happy to help you out!
Article is closed for comments.