20/20 Insight GOLD    
Survey Overview
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- Add Category
- Additional Categories
- Add Developmental Recommendations
Completed Skills
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Delete Item(s)
Create Customized Recommendations
 
 

Survey Library—Add Developmental Recommendations

Add an Item Description, Recommendations for Development and Recommended Resources

Survey Library

1. Double-click the Item, Arranges opportunities for team members to cross-train.

2. The Edit Item box appears.

Survey Library

3. Click Select File next to Item Description.

4. The Docs folder appears by default. (Browse to another folder where your documents may be stored.)

Survey Library

5. Select the document, Train Op 1-Desc.rtf and click Open or double-click the document name.

6. The name of the document appears next to Item Description.

7. Click Select File next to Recommendations.

8. Select the document, Train Op 1-Rec.rtf and click Open or double-click the document name.

9. The name of the document appears next to Recommendations.

10. Click Select File next to Recommended Resources.

11. Select the document, Train Op 1-Res.rtf and click Open or double-click the document name.

12. The name of the document appears next to Recommended Resources.

13. Click Save.


Edit an Item Description, Recommendations for Development and Recommended Resources

Survey Library

1. Double-click the Item you wish to edit.

2. The Edit Item box appears.

3. Click Edit next to the file name.

4. The file opens in your default word processing software.

5. Edit the document.

6. Save the document.

7. Click Cancel or the X in the upper right corner.