Qualtrics EX Study Cards

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Which elements represent best practices for ensuring smooth translations? (Select all that apply)

- Avoiding idiomatic language - Locking the text before translation - Avoiding the formatting of text in survey questions

Which are steps involved in integrating historical data into the Qual tricks platform? (Select all that apply)

- Mapping org hierarchies - Importing the historical participants list - Making a copy of the current project

What is the purpose of editing sentiment scores?

To accurately represent your data in there by train Qual tricks artificial intelligence and how do you want your data to be perceived

What is the purpose of action planning?

To address feedback and convert into positive change

Which of the below statements best defines the purpose of ex maturity model?

To inform organizations of the current state of their EX program and guide them toward their next area focus

In an email message, how is the participants' language specified?

It is specified by adding the language meditative field to the participant list and including the relevant language code as the value

What is the result of removing a benchmark source from a widget?

It will be removed from all widgets on the dashboard Once removed from the widget, I benchmark benchmark cannot be recalled in the future, unless re-uploaded

If the showing action planning option is enabled in a compatible with it, what will you see appear in the widget?

An action planning column in the widget displaying improve buttons that you can click to add action plans to specific survey items

Tam is resolving a hierarchy generation of error of circular dependency for his customer. Which statement describes this error?

An employee is listed as reporting to unemployed beneath them in the hierarchy reporting structure

Which customer is a good candidate for an EX standard package?

An organization that is looking to start small

When a large organization doesn't have email addresses or unique identifiers for all employees and wants to complete distribution to a central kiosk, which distribution method is appropriate?

Anonymous links for the hierarchy selector question

If the field transparency is checked is sensitive, what does it mean for dashboard viewers?

Any data for transparency will be hidden from them unless they have permission

Which task is a responsibility of the technology consultant during the project testing?

Helping the customer design the testing plan The client performs user acceptance testing

A customer wants a regional manager to regularly validate the Oregon hierarchy to ensure rules are Kevin correct permissions. What will you do first to assist the client with this?

I am the regional manager to a specific rule and lock the hierarchy so it cannot be edited

What is a widget?

I'll widget is the name given to the customizable visualization in the dashboard

After the participants have been uploaded and the data has been imported, the client realizes that changes need to be made to the higher key. Which of the following options is considered best practice when editing a hierarchy?

Import an updated participant file

Which description characterizes a skeleton hierarchy?

Includes units to represent each team rather than individual managers or direct reports

Guided action plans are recommended to customers because they have more ____.

Interactivity

When enabled, what does the dashboard setting exclude partial responses from dashboard do?

It excludes responses that are not marked as finished as equals true

A customer one certain managers to have access to data based on their location. In which way it will this affect the dashboard set up?

Location meditative must be added for each participant

Which one of these is not a hierarchy type?

Manager based hierarchy

Which is a final step in creating a hierarchy for a client?

Resolving hierarchy generation errors

Which is a goal of the project Pandora call?

Reviewing and assessing all completed deliverables

Which element is included in the kick off deck?

Roles and responsibilities

Which elements do employee lifecycle participant automation is required? (Select all that apply)

- A metadata field to trigger the automation - Manual activation of the automation - Selection of day time and time zone

Which two fields are needed in a participant file to generate a parent child hierarchy?

Employee ID and manager ID

Which are best practices for reviewing surveys to avoid configuration flaws? (Select all that apply)

- Encourage customers to consider question type are mobile compatible - Check for double negatives and incorrect logical operators

Jared, a member of the implementation team, has received an email notifying him of the account executive in customer service manager on a new lease close the deal. Once he has reviewed the statement of work with the account executive, which steps with Jerry take to prepare for the first meeting with a customer? ;Select all that apply)

- Gather basic information about the customer - Gain an understanding of the customers expectations for the implementation - Inquire about the customers EX maturity and previous programs

And engagement project can be activated in different ways. Select the actions that will activate an engagement project: (select all that apply)

- Generating a hierarchy - Sending as participant invite email - Manually activating the project from my projects page

Which are two primary reasons that Quadrex recommend setting up users at the dashboard roll levels?

- Shared permissions - Tracking access

Which ways are participants added to a project?

- Manually - Through file import - From the employee directory

Which are the three most common types of comparisons?

- Parent unit - Company historical overall - Company overall

A good reminder email does which of the following? (Select all that apply)

- Reminds the participant of the survey's purpose - States how long the survey will take to complete - Uses a subject line that catches a participants attention - reaffirms confidentiality of responses

Which elements characterize a custom scoped ex delivery? (Select all that apply)

- Requires the delivery team and presale's phase - May involve EX advisory services with XM scientist and engagement manager

Irma is configuring a guided action plan for a customer. Which company will be included in the plan? (Select all that apply)

- Self reflection - Resources

Which statements are true of dashboard design procedure? (Select all that apply)

- They are the principal reporting tool for employee engagement - They can be shared with other dashboards - They should be created after discussion with the customer

A Qualtrics customer wishes to add message translations into the message tab for their project. Which are ways of achieving this?

- Through the Qualtrics library - Manually within the message itself

Which statements are true about the dashboard translation process? (Select all that apply)

- Two weeks should be built into the project for translation services - Dashboard of yours can only view the dashboard in the language assigned to them

Which statement is true of both employee lifecycle and employee engagement projects? (Select all that apply)

- they can be reported on Qualtrics dashboards - Their goal is to measure the employees sentiment and identify behavioral results

When configuring it dashboard, in which situation do the scales need to be reversed?

A five point scale satisfaction question has a furtherest left choice as the most positive response

Which element is a component of a Qualtrics statement of work?

A list of deliverables and their definitions

For an engagement survey, you decide to use an anonymous survey to allow anyone to opt in. You also want to ensure the participants response is placed in your hierarchy. Which option below could you apply to ensure this happens?

Add an org hierarchy question type to the survey

How much point in the dashboard configuration process does which of confederation take place?

After dashboard settings have been considered and dashboard has been mapped

When should participants be added to the historical project?

After the project has been activated

What is the main benefit of the org hierarchy question type?

Allow participants to select a position in your organization when using the anonymous link

When testing for automations in a lifecycle project, why is it important to create a test copy of the project or use fake participants for testing purposes?

Because people can only be brought into the project once

Which employee XM user type can manage permissions and access the admin page?

Brand administrator

Which member of the Qual tricks team is typically only required for a large scale and your price implementation and it's not customer facing?

Build services team member

Which of the employee XM project types should be used for collecting feedback while I'm boarding employees?

Employee lifecycle

What must occur first before employee lifecycle message automation can be set up?

Configuration of the participant automation

The first step to create in the history of the surveys to create a ________.

Copy of the current project

When a customer has to do restriction set up for different roles, which step will be necessary in testing the dashboard?

Create test users for each role to verify they're saying the correct information

The customer is a large organization with 235 managers to need to access the dashboard, but should only have permissions and restrictions that correspond to the reunion in the hierarchy. What is the specific client, it would be best to set up managers at the ______ level.

Dashboard role

What question type of design to display an introduction or instructions at the beginning of the survey? (Assume that participants will not need to answer a question)

Descriptive text

The EX implementation team is closing a project and preparing for handover to the customer. When should the CSAT survey be triggered to the customer?

Directly following the project closing and handover call

Before accepting enterprise customer requirements, you want to be sure of the _____ of those requirements, such as introducing unintended loopholes in privacy.

Downstream effects of those requirements, such as introducing unintended loopholes in privacy

HR leaders want to make some changes to a dashboard for managers. These changes will take a few hours, but you don't want to lockout anyone from seeing the dashboard. What feature will you used to notify dashboard viewers at the dashboard is going through some changes?

Enable dashboard maintenance mode

Which survey should you implement first before any other EX feedback mechanism?

Engagement survey

Which term is defined as an element of a project that requires additional resourcing to resolve?

Escalation An escalation is defined as an element of a project that requires additional resourcing to resolve.

Which of the following surveys should be used to measure key drivers of attrition?

Exit survey

What is the most common error to look out for in the survey flow?

Failure to properly nest elements under one another

True or false: in circumstances where the widget level filter and dashboard filter conflict, the dashboard filter will override the widget level filter

False

True or false: recorded responses cannot be edited

False

True or false: participant automation is a feature that is available in both employee engagement and employee lifecycle projects

False the participant automation feature is only available in employee lifecycle projects

When I'm putting a project file, which columns are always required?

First name, last name, email, unique identifier

Which task is included in the Qualtics CM framework realize phase?

Focusing on helping customers to achieve desired business outcomes

A Qualtrics customer wants to give the users access to studs IQ in an Eagle Scout so cute permission for full access. Which category in the admin tab all the brand administrator access to allow us permission?

General

How is metadata recorded?

Meta-data is a link to the participant and recorded automatically with their survey response

The customer requires metadata fields and survey items that need to be reported on as a list of text items. In which field of the dashboard data section will these be located?

Multi answer text set field

When searching for your terms or phrases to create your text topic, the syntax AND / & / && will:

Narrow your search

Which of the following service should be used to measure a new hire engagement?

Onboarding survey

Which are three most common types of employee lifecycle surveys?

Onboarding, candidate experience, and exit

You have recently launched a new lifecycle project. To reduce manual updates, you have enabled message automation so that any time a new participant is added to the project they will automatically receive a participant invite message. However, your project already has 10 participants. What will happen once you set up message automation?

Once message automation is enabled, only those participants who have not yet received the participant invite or receive one

What will happen if you select a field that is not compatible with the widget you are editing?

Only compatible fields are available to choose from and are mapped to your dashboard

In order to receive valuable feedback that can be used in text IQ, what type of tax question should be posed to the participant?

Opening ended

Which of the following statements is true about pages in dashboards?

Pages allow you to organize widgets any more view were friendly way

Which hierarchy is best used if there is a list of employees IDs and their managers to which is employee reports available?

Parent child hierarchy

A customer made changes to their or Cairokee after they started collecting responses, and now they are not seeing the changes in the dashboard. What should the client be directed to update I'll responses with current meta-data in order to make this change is visible to them?

Participants tab

Which are two types of benchmarks that can be uploaded from the benchmarks editor tab?

Percentile and comparison

When should a testing plan be designed?

Prior to launching the survey

Which type of escalation will require the involvement of the resolutions team?

Product feature related

The client is requesting services from the clutch 16 to escalate a missing feature in a customer license. Wichita should be used?

QPN assistant

When implementing the directory, which practice allows for testing and meditate a field naming to be finalized before any data is collected?

Setting up an employee directory automation prior to distributing lifecycle projects

The customer is requesting more information on how to interpret the results of their dashboard, and did like a link displayed at the top of the page to open the dashboard guide. Where can they access this help link?

Settings

In addition to the solution handover document, partners and Qual tricks implementation team members are required to complete which other documentation as part of a closing project?

Support troubleshooting guide

When reviewing a survey, where our quality checks performed?

Survey editor

An international customer wants to translate the guided action plans for users in different locations. How is this achieved?

The client needs to include translations as additional text

When scheduling a dashboard invite it says that there are no participants available. Why is this?

The participants have not been assigned dashboard access

After attempting to import response to you to a struggle projects, air window appears with the message zero response is important. So which recent has this happened?

The platform wasn't able to line up each response to the correct participants

What happens when a participant is deleted from the directory?

They are removed from the directory and from all projects which they have participated in and their response status delete it

I'm preparing for the project closing in Andover call, how should the document to be shared with a Qualtrics team?

They are uploaded to the QPN assistant

Which statement is true of a technology consultant scope of responsibilities during a survey review?

They can figure the survey review for customers with managed services

A client has a portion of their workforce without emails. What is the best practice for getting this clip access to the survey?

They receive a dummy email created by the system and can use an anonymous link with an authenticator

True or false: say you add two surveys as sources of your dashboard. In an engagement summary, it will take into account data from both sources

True

True or false: text topics can be imported into text IQ

True

True or false: you can record values at any time without invalidating recording data

True

The client has changed their email password from the password that call tricks auto generated, but now has received a message that their password is a message for privacy. How should I proceed to access the survey?

Use the original password that Qualtrics auto generated

When would you choose an ad hoc hierarchy structure?

When you know the identity of your managers but not their direct reports

When would you choose a level-based hierarchy structure?

When your organization is defined by consistent levels

You have set up participant automation so that any time a new hire joins the company, they are automatically uploaded to your on boarding lifecycle project. You have set up the automation to run every Thursday. A new employee joins the company on Monday. You manually add this participant to the project. What will happen?

You can manually add the participant to the project on an ad hoc basis


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