Planning your Folder Structure

Folders are the fundamental building blocks of the HappyOrNot Reporting service. They determine how the feedback is reported and which users have access to the data. That’s why it’s important to plan carefully how you want to set up the folder structure to work best for your organization. A small organization may only need a two-level hierarchy, whereas a larger one may need a more complex folder structure divided into, for example, countries, locations and experience points.

See below an example of a folder structure:

It can be difficult to change the folder structure later, so we recommend that you take possible future needs into consideration as well. For example, if in the image above you only had London office at first but might add Paris office later, it’s best to preemptively create a folder for London office instead of having Lobby and Exit door directly under Organization ABC.

Naming folders

How you name your folders is also crucial. Easy-to-understand folder names make it easier to see where your feedback is coming from. It also guarantees that the serial numbers of the Smileys will match the feedback data in your reports. A good name is something like City_Location_Experience point (for example, London_CityCentre_MainDoor). Your company can also have a specific naming convention, containing, for example, a store ID.

Who can see what?

When planning the folder structure, also think carefully about who should be able to access each folder. For example, if you have Smileys measuring both employee experience and customer experience, you should create separate folder trees for them instead of having both under the same location. This way it is easy to give relevant personnel access only to employee experience or customer experience data.

Note that the same person cannot have access to two completely separate locations unless they are given access to a higher branch combining the two locations. For example, in the image below, one person would not be able to see the feedback for both the Lobby and Exit door without having access to the London office.

For more information about the different elements in the Reporting service, read the article “Reporting service and its Main Components” in our Customer Community (sign in with your Reporting service credentials).