Rounding from the desktop app
User profiles with the permission to round can do so from the desktop app. This can be beneficial for managers rounding on employees in their office or when someone doesn’t have a mobile device present.
Click “Round” on the side navigation
2. Follow the “stepper” instructions at the top of the screen. Begin by choosing the group you want to round on by clicking the drop down under the first step titled: “Select a group to start rounding”. Note that you will only see groups you have permission to round on
3. Choose the a subject filter you want to use by clicking the drop down under the second step titled: “Select a subject filter”. This allows you to filter the list of subjects based on when they were last rounded on. All subjects in the group is the first option or you can filter the list by subjects that haven’t been rounded on in 7-days, 30 days, 60 days, 90 days, or 180 days.
4. Choose the subject you want to round on by clicking the drop down under the third step titled: “Select a subject to round on”. The list of subjects will be filtered based on the choice you made in the second step
5. Choose the survey you want to use when rounding on the subject by clicking the drop down under the fourth step titled: “Select survey”. A list of surveys will appear that have been assigned to the initial group you chose to round on
6. Perform a survey/round on the subject based on the questions. Feel free to leave a note after a response if necessary. This feature has to be turned on by the survey creator. If there is no text field to leave a note, then you won’t be able to leave a note.
7. Click “Submit” when you have finished the survey/round