Anonymous and De-Identified Surveys & Forms

overview when configuring a form in charthop, you can select from 3 anonymity options the survey identified linked to a person and their demographic information the identity can be hidden from certain peple using the "who can see the identity of the respondent?" settting de identified hide identity, but allow certain specific demographic information and limit reporting to be stored on the form response anonymous not linked to any personally identifiable information packages basic basic | | hris hris | | headcount planning | headcount planning | compensation reviews | compensation reviews | performance | performance | engagement engagement de identified forms de identified forms are the most common type that is used in surveys they give an individual who completes the survey anonymity while allow the administrators to do analysis at a group level in order to identify trends within demographic groups configure de identified forms go to admin > modules scroll to engagement > de identified forms setup recorded demographic fields to set the recorded demographic field that you would like to collect within your de identified surveys add and remove fields from the list of anonymous and de identified surveys & forms docid\ kexbckk0plhmifv1npcqf these changes will only effect future form responses if you would like them applied to previous form responses, please contact charthop set your anonymous and de identified surveys & forms docid\ kexbckk0plhmifv1npcqf click the save settings button by default the felds are department docid\ q2aksylaw1mcsm4g3qxnf location docid\ enzzgs8uqnow31 dar1nd team docid\ dsuesdx8gmtosidydkkat employment docid 6ufhbhjvne8zkghwarkey manager or ic docid 17dphpp5 lrgrgnorihd — based on manager docid 5hr3v0wd cu3qtaw7pvnq tenure range — based on startdate docid 42mjd qk wtzofhl89hju gender docid\ a46eq6wxwcaf1sqtncnad ethnicity docid\ ufzpsqoy6l0zopjdvzfgq age range — based on birth date docid\ dxc5df3krjyjg01o0x6gm generation docid\ kad26mv0o xaq 5h9rbju — based on birth date docid\ dxc5df3krjyjg01o0x6gm you are able to add any single select, multi select or field data types & smart fields docid\ xnd9irlwshfcexmwwksba field as additional fields you may also add the managers docid\ pup93f 7bcs0fsqn19sj field this allows you to create a grouping of results for everyone that reports up to docid\ ljmo1kdmks6yfwlpcgzzx a certain person (or the current viewer of a dashboard) fields that contain clearly identifiable information like name, email or other is explicitly not allowed to be added to de identified surveys the demographic data will be recorded on the date of the form submission this way if the historical data changes, then form results will not change if you are having issues with the demographic data not aligning to your expectations, please contact charthop support set your mimimum group size in order to protect anonymity, charthop will categorize demographics that fall below our limit as "other " for example, if we are grouping by department with a limit of 5 , the results 10 responses from engineering ➡️ displays as "engineering" 10 responses from sales ➡️ displays as "sales" 5 responses from support ➡️ displays as "support" 4 responses from marketing ➡️ displays as "other" 2 responses from operations ➡️ displays as "other" the default minimum sample size is 5 responses the minimum allowed is 3 responses de identified form results group results by demographic fields to view your results by the demographic fields go to the form or survey where you want to view results go to responses > summary use the group by dropdown to select a field to group and analyze the results by understanding the "other" grouping if a demographic group does not reach the minimum group size, then they will be grouped with all of the other demographic groups that have not met the minimum group size as "other " see the example above in order to preserve anonymity, if the "other" grouping only consists of a single group below the minimum group size then it is combined with another identified group in order to avoid the ability to infer identity for example, insted of presenting the responses as 25 male 35 female 2 other where it would be easy to infer that the "other" is non binary the "other" results will be grouped with a named group in order to not isolate those responses 27 male + other 35 female exporting de identified survey responses as the owner of a survey, you are able to form responses docid\ qbdlka yzjmozhsqlfw k for a de identified survey, this export will include demographic information with the minimum sample size limits applied across the entire dataset to export form responeses go to the form or survey where you want to view results go to responses > summary click the download button, then download the csv anonymous forms anonymous forms allow users to submit a form and have the response recorded without any ability to link it back to them this ensures complete anonymity for the submitter to setup an anonymous form go to the form > settings access & anonymity — "how should the identity of the respondent be recorded and displayed?" select anonymous you will be able to view the responses to an anonymous form within the form, survey or review, but that is the only location