Administrator Instructions for DirectSuggest

Your Company, understanding the importance of receiving input from its employees, has implemented DirectSuggest. DirectSuggest is the ‘Suggestion Box Reimagined’. You have been selected by your company as an Administrator. Administrators are an essential part of the DirectSuggest process. The Administrator has several ongoing responsibilities. Included are maintaining Employees, maintaining Categories, maintaining Locations / Regions, and maintaining and overseeing the Gatekeepers.

New employees must be added on a regular basis to ensure they have access to DirectSuggest. In addition to adding new employees, the Administrator will want to make sure employees who have left the company are removed so they are not counted in the invoicing process. New employees may be imported in the same manner as was used during the initial setup or they can be added individually. Users may be deleted using a delete file or individually. If your organization has unique email addresses for all employees, then email addresses may be used as the employee id.

Added employees will be placed on a list that is available by clicking the Send Announcements button on the Administrator / Employee menu option. Invitation announcements with the company id, user id, and password to each added employee can be emailed from here. When the announcement is sent, the employee is removed from this list.

New Categories should be evaluated and maintained, as needed. If DirectSuggest is initially setup correctly, based on your Company’s organization structure, this will only need to be done as your Company’s structure changes. New Categories may be imported in the same manner as was used during the initial setup or they can be added individually. Categories may only be deleted individually.

New Locations / Regions should be evaluated and maintained, as needed. If DirectSuggest is initially setup correctly, based on your Company’s organization structure, this will only need to be done as your Company’s adds new locations or regions. New Locations / Regions may be imported through the Import Employee process in the same manner as was used during the initial setup or they can be added individually. Locations / Regions may only be deleted individually.

Each time a Category or Location / Region is added, the assigned Gatekeeper should be reviewed and changed, if necessary. The default Gatekeeper, as defined on the Administrator Company Information and Settings menu option, will be assigned to the new Category and Location / Region. Additionally, if an employee who was assigned Gatekeeper duties leaves the company, new Gatekeepers will need to be assigned to replace them. Gatekeeper maintenance is accessed under the Administrator Gatekeepers menu option.

If a Gatekeeper inadvertently or incorrectly archived a suggestion, the Administrator may re-open that suggestion. This is done by using the Show Archived Suggestion option on the Administrator List Suggestions menu option.

The Administrator can also update the company information, update the default payment information, and change the Allow Anonymous Suggestions flag, under the Administrator Company Information and Settings menu option.