Surveys, reference lists and retention

Three pages support quarterly reporting. This appears only when it is turned on for your organisation.

Experience survey

People > Experience survey shows what partners said about the reporting process, per quarter: Time taken, Clarity and whether they Would report this way again, each with how many were asked and how many answered. What people wrote lists the free-text answers with nothing naming who wrote them. No survey is sent until its wording is signed off, and answers given under different wordings are not comparable.

Reference lists

Settings > Reference lists holds the lists every Epic uses, such as Status, Quarter state, Milestone state, Change request type and Reporting this cycle. Changing a value changes what everyone sees on every screen. You describe, order and retire values here; you do not add them. A retired value is history: it shows Retired with the date and reason.

Retention and disposal

Settings > Retention and disposal records how long each class of reporting information is kept, who owns that decision, and every request to dispose of a partner's information.

• The Retention register lists each class with its period, or No period set. Nothing in a class with no period may be disposed of.
• Recording a period deletes nothing by itself. A disposal is still an act somebody has to ask for, approve and carry out.
• Export CSV under Disposal record downloads the disposals completed in a period. It also needs Can generate reports or Can generate document reports.

See also

• Epics and projects