September 2023 - Introduce Cohort Allotments, Cohorts Status, Segmentation Splits

Cohort Allotments

The Allotment functionality, designed to manage partners or customers purchasing blocks of responses, has been extended to cohorts.  You can offer some assessments by cohort and some by response.

Cohort Status

An extra column is available to be added to your Cohort List screen, Cohorts Status.  

It will show as:

• [blank] when the Cohort is first added.
• Started when at least one response is completed, and the Request Completion Date is not Past.
• Ready if the minimum response criteria are met, and the Request Completion Date is not Past.
• Late if the minimum response criteria are not met, and the Request Completion Date is Past.
• Complete if the minimum response criteria are met, and the Request Completion Date is Past.
• Reported if an automated cohort report has been produced and emailed.

You can also flag a cohort report so it can not be produced by Managers if the minimum number of responses hasn't been met (on the Report Options tab)

Segmentation Splits

Segmentation splits allows you to have Segmentations of the same name in multiple Groups and report them together.  This functionality was first released for Scatter Plots, which allows for 2 Groups, but now with all of the Multi Charts (Bar, Horizontal Bar, Spider, Polar, and Line), you can have upto 4 Groups.

To Use this functionality on a Multi Chart Create two (or up to 4) Segmentation Groups with Segmentations with the same name.  Link the Segmentations to the questions relevant to that Segmentation / Group. In the report, on a multi-chart, select to Show Segmentations and specify the first Group.  Select a Cohort Group Split from the options and select Segmentations. Select Segmentation Group 2 from the Options and specify the second group.