Before you launch a survey, Lattice will ask you to complete a data check to ensure that you are receiving the most accurate Survey results and not missing any crucial data. User attributes are used to segment your survey results based on employee data as it exists at the time of launch. The data check notifies you of any missing user attributes.
Before you start
For deactivated users: If employees were active at the time of creation (not publishing) and then were deactivated, they will continue to appear in the data check if they originally were missing attributes. However, the archived employees will not be sent a survey.
Using the survey data check
Step 1: After you've set up your survey, but before you verify and launch your Survey, you will be brought to the data check Step.
Attributes that are not complete will be highlighted for the user to go back into and fix before launching the survey.
Please note you do not need to fix an attribute before launching your survey. This is only to remind you that a certain attribute is missing.
Step 2: Click into each of the attributes that are missing a value and click Manage People.
Step 3: From your employee list, click into the employee's profile that contains the error and enter the attribute that is missing
Alternatively, you can mass export a CSV and complete the missing information in bulk.
Step 4: Go back to the survey, confirm that all user attributes are complete, and then verify and launch your survey.