Creating and Editing a Live Screen

Live Screens are a simple and effective way to show experience data in the office. Get colleagues talking about the feedback you're getting and show your end-users that you're taking their feedback seriously.

Requires HappySignals Administrator role.

You can create a Live Screen either from scratch under Settings, or from an existing Shortcut you have saved before.

Create Live Screen from Settings

1) Go to Settings and select "Live Screens". 

2) Select the Measurement Area you want to show data about and click "New Screen". (Note: the available selection shows only the Measurement Areas your organization has activated)

Settings_Live Screens-1

3) Add filters to create the data set you want to use for this Live Screen by searching in the filter search box. In this example, we shall add United Kingdom as a Country filter.

Live Screens-2   Live Screens-3

Note: The Measurement Area you selected in Step 2 is already pre-selected as a filter. You cannot remove this filter unless you restart from Step 2's Measurement Area selection.

4) Give your Live Screen a title, e.g. "UK IT Services".

Live Screens-4

5) Add data you want to show by dragging contents from the column on the right. Learn more about the data slides that can be added to Live Screens here.

Live Screens-5-1

Add, remove, and reorder the slides until you're happy with it. The Live Screen will show the slides in a rotating slide show based on the order you set here.

6) You can even add a custom message to the Live Screen. For example, you may want to thank your end-users for giving feedback about their IT experiences (and indirectly encourage more end-users to give feedback too!)

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7) Save the Live Screen. Now you can preview your Live Screen by clicking "Test Screen". Copy and paste the Screen Link generated at the top of the page and distribute the URL however you want.

Live Screens-8

If you want a new URL for your Live Screen click "Reset Link" - the old link will no longer function. 

8) You can still edit the Live Screen after saving. Just add, remove, or reorder the slides like before and click "Save Changes".

Create Live Screen from Shortcut

1) From the Shortcuts section on the Dashboard, choose the Shortcut you want to create a Live Screen from. Click the three-dot button and select "Copy to Live Screen". The filters from the Shortcut will be used as a base for your new Live Screen.

Dashboard_Live Screen from Shortcut

2) Then, configure your Live Screen by following the same Steps 4-8 from above.


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