Table of Contents

Timeline

When will this be released?

Jun 23, 2025 1:00 PM PDT

Is there downtime for this release?

No

Survey-Responses Dashboard

Overview of the Survey Responses Dashboard in Engage

The Survey Responses Dashboard provides a view of each Survey Response in a spreadsheet format. This view will let you filter Survey results to get more information about responses. How it works:

1. Export the Survey Responses to be used in a different reporting tool.
2. Compare responses to one question with responses from later questions (see if Call Takers and Responders received similar ratings).
   • If you ask Demographic Questions in your survey, you can compare responses from each demographic
3. Check which questions survey responders most frequently stop responding to to ensure your prioritize your most important questions.
4. Filter for specific Personnel to view multiple survey responses at once.
5. Compare CPSS based on the Encounter time of day and/or response shift
6. Filter responses and Satisfaction by Geographic Area and Incident Type.

Using the Survey Responses Dashboard in PowerEngage 

1. Use this link: Survey-Responses Dashboard

   • OR Go to Measure in the Menu

   • In the top row, choose Survey> Responses on the far right.

2. Choose a Date Range for your export by updating the Start Date and End Date. 

   • PowerEngage defaults to the Last 30 Days.

3. The data displayed in the chart will be one row for each survey received for the given date range. 

Definitions of Columns within the Chart:

• Response Date: The date the survey was responded to.

• Contact Information: The phone number or email address of the survey responder.

• Incident Number: The CFS Number or Case Report Number the survey is associated with.

• Incident Date: The CFS date or Case Report Date.

• Agency: The agency associated with the Encounter.

• Jurisdiction: The jurisdiction associated with the Encounter.

• Incident Type: The Incident Type associated with the Encounter.

• Incident Type 2: The Incident Type 2 associated with the Encounter.

• Incident Sub-Type: The Incident Sub-Type associated with the Encounter.

• Caller Method: The Caller Method associated with the CAD Encounter.

• Caller Type: The Caller Type associated with the CAD Encounter.

• Survey Name: The name of the survey as it displays in the Surveys configuration screen.

• Survey Version: The version of the survey the responder replied to (likely the Active version on the Surveys configuration screen).

• Question 1 Question: The first survey question.

• Question 1 Response: The response to the first question.

• Question 1 Response Rating: If the first question is a Scale question, the rating will be Positive or Negative.  If the first question is not a Scale question, it will be blank.

• Question 1 Response Sentiment: If the first question is a Comment question, possible responses include Positive, Negative, Neutral, and Mixed.  If the first question is not a comment question, it will be blank

• Question 1 Response Personnel: All personnel associated with the feedback, are listed whether it is one person or many.

Columns n-r repeat for each question up to Question 18.

1. Currently, due to database restrictions, you can only include 18 questions in the Dashboard.

2. Verify columns ii-xi by viewing the Encounter in Activity > All.

3. Cells remain empty if data does not apply (such as Incident Type or Caller Type) to that Survey Response or if the Question was not answered

4. If you want to use another reporting system (such as Excel, Tableau, Google Sheets, etc), skip ahead to Step 5 below.

   • Use the funnel icon in the upper right corner of your screen to filter data and narrow down what displays.

   • Click Apply at the bottom of the list after defining your filters.

   • At any point, use the reset icon in the upper left corner of your screen to remove any filters and reset the dates to Last 30 Days.

5. Click the 3 dots in the upper right corner of the screen to export the report to a CSV or Excel spreadsheet

   • The file takes a few moments to create and you will see a message when the download is ready.

   • Using a spreadsheet or reporting software allows you to further analyze the survey results.

6. The export downloads to your browser’s default location (usually the Downloads folder). 

7. Once you find the file, you can open it, import it into a reporting system, or convert it to a different format.

Using Caller Number Rule Filters

EN-10445: Include Caller Number as a Rule Filter

Caller Number is now an option within Rule Filters in PowerEngage. You can include a filter to exclude sending messages to specific area codes and prefix combinations or even send messages to target these specific numbers. 

To add to a Rule

1. To add a rule, open the Rule you’d like to add the filter to.you may also need to choose Edit as a New Version.

2. Click the Add Filter button.

3. Open the drop-down menu and select Caller Number.

   • You have the options pictured below to choose from for your filter criteria.