Attribute bulk settings (2nd and subsequent times): Edit the attribute list file
This article explains the steps for editing the attribute list file when modifying already-registered attribute information. Changes will be reflected in Motivation Cloud Engagement / Sharing / Role Development.
Before Modifying Attribute Information
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When There Are Changes to the Organization/Attribute Language Settings
Before changing the organization/attribute settings, configure the language settings.
Set Organization/Attribute Language
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When changing the CSV file for bulk settings
To prevent upload errors, we recommend downloading the latest version each time and editing it.
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When Using the Same Attribute Item Name for Different Attributes
We recommend registering a name that clearly distinguishes which attribute it belongs to.
This makes it easier to identify which attribute an item belongs to when checking settings screens or results in other features, such as Custom Tabulation Settings.
Example: If you register the attribute item name "Other" for both the "Job Type" and "Joining Period" attributes, register them as "Other (Job Type)" and "Other (joining period)".
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If you are modifying organization/attribute information for the next Engagement Survey, click the "Start Implementation Preparation" button before beginning. This allows you to register organization/attribute information for the next survey without changing the organization/attribute labels in already-published survey results. How to access: Click "Admin" ▶ "Engagement Survey Implementation Settings" ▶ "Start Implementation Preparation" |
Adding Attributes and Attribute Items
Adding Attribute Items
Example: Adding "Kyushu Area" to "Area"
Insert a blank row where you want to add the attribute item, and enter the attribute information
The following are required.
・Columns A and B: Enter the attribute code and attribute name that are already registered
・Columns E and F: Enter the attribute item code and attribute item name you want to add
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If a deleted attribute item is re-registered under the same attribute with the same attribute item name, the system recognizes this as a re-registration and links it to the previous data. If you want to use it as a new attribute item, register it with a different attribute item name. If you are re-registering the same attribute item as before, please refer to "How to Respond When Department or Attribute Items Are Accidentally Deleted" for guidance. |
Adding an Attribute and Attribute Items
Example: Adding "Job Title"
Enter a new attribute code and attribute name "Job Title," along with the attribute item code and attribute item name
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On the survey answer screen, respondents can select "None of the above" in addition to the attribute items registered here. If you want to see results for attribute items that correspond to "None of the above" you need to register an item such as "Other." It is not possible to view results for "None of the above" alone.
For details on organization/attribute selection, see "Set Up Attribute Selection for Survey Answers."
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Changing the Names of Attributes and Attribute Items
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Change the name in the attribute name (column B) or attribute item name (column F)
Deleting Attributes and Attribute Items
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Deleting Attribute Items
Delete the entire row for the attribute item you want to remove
Removing "Kansai Area" from "Area." If the attribute item being deleted is set as a parent attribute item, columns G and H also need to be updated. If you want to set a new parent attribute item, enter the parent attribute item code and parent attribute item name.
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Deleting an Attribute
Delete the entire row for the attribute you want to remove
Removing "Area." If the attribute items of the attribute being deleted are set as parent attribute items, columns G and H also need to be updated. If you want to set a new parent attribute item, enter the parent attribute item code and parent attribute item name.
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Changing the Sort Order of Attributes and Attribute Items
To change the display order of attributes and attribute items,
change the order in the CSV file and upload it again.
A: When changing the sort order of "attribute items"
- You can reorder items within the same attribute.
- Attribute items that have already been configured cannot be moved to a different attribute.
B: When changing the sort order of "attributes"
- Move the rows along with the entire attribute.
- If a hierarchy setting is configured, the order of numbers in the attribute hierarchy level (column C) takes priority, even if the sort order in the CSV file is changed.
Adding Attribute Hierarchies
The following are steps for adding attribute hierarchies.
For details, refer to the hierarchy setting explanation in the manual below.
Attribute Bulk Settings (First time) : Create Attribute List File
① Insert a blank row where you want to add the attribute, and enter the required fields along with the "attribute hierarchy level" and "parent attribute item" information
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Modifying Attribute Association Settings
Attribute association settings include two types: automatic attribute association settings and job title attribute settings.
Please refer to the operation manual and make changes accordingly.
Steps: Set Attribute Association Settings
Automatic Association Settings
Automatic Association Settings is a feature that links the "date of birth" and "joining date" in User Settings
with attribute information such as "age," "joining period," and "years of service" in Attribute Settings, and updates them automatically.
This ensures that even as a user's age or years of service increase, they are automatically linked to the matching attribute item.
Job Title Settings
Job Title Settings is a setting that allows you to register a job title for a concurrent department for users with concurrent roles.
The job title information registered for concurrent role holders can be used in View Permissions Settings rules.
Only configure this setting if you intend to use concurrent role holders' job title information in View Permissions Settings rules.
Detailed Specifications
When View Permissions rule settings have granted Action Plan Managers viewing permissions for a modified attribute
Changes made in Attribute Settings are not reflected automatically.
Click "View Permissions Settings" > "Grant/Update Permissions" to grant the viewing permissions.
Manual: View Permissions Settings Set by rules
Restrictions
| Attribute code | Character limit: Up to 128 characters Character restrictions: No restrictions on usable characters |
| Attribute name | Character limit: Up to 50 characters Character restrictions: No restrictions on usable characters |
| Attribute item code | Character limit: Up to 128 characters Character restrictions: No restrictions on usable characters |
| Attribute item name | Character limit: Up to 400 characters Character restrictions: No restrictions on usable characters |
| Maximum number of registrable attributes and attribute items | Attributes: 30 Attribute items: 99,999 |
Other Detailed Specifications
・The attribute hierarchy of an attribute item cannot be changed.
・Editing the first row of the CSV file will cause an error during import.
・If the attribute hierarchy level (column C) is the same, duplicate attribute item names (column F) cannot be registered.
・Depending on your plan, there may be an upper limit on the number of attributes available.
When using the Admin Panel in English
There are screens in the Admin Panel where the language of attribute name display cannot be switched.
Therefore, even if you are using the Admin Panel in English, attribute names may be displayed in Japanese.
If you want them to appear in English, register the "attribute item name" in English in Attribute Settings.
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