From 6e7e72c9875cf9e351d093a59fad8dc8fdb25875 Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Wed, 30 Oct 2024 11:03:50 -0400
Subject: [PATCH 01/58] Update copilot-admin-intro.md
---
Viva/glint/copilot/copilot-admin-intro.md | 16 +++++-----------
1 file changed, 5 insertions(+), 11 deletions(-)
diff --git a/Viva/glint/copilot/copilot-admin-intro.md b/Viva/glint/copilot/copilot-admin-intro.md
index 8a5e925c90..6ae8e2ec45 100644
--- a/Viva/glint/copilot/copilot-admin-intro.md
+++ b/Viva/glint/copilot/copilot-admin-intro.md
@@ -16,13 +16,10 @@ search.appverid: MET150
ms.topic: article
ms.service: viva-glint
ms.localizationpriority: high
-ms.date: 09/20/2024
+ms.date: 11/16/2024
---
-# Introduction to Microsoft 365 Copilot in Viva Glint (preview)
-
-> [!NOTE]
-> This feature is available to preview customers only, beginning June 29, 2024. Features described here are subject to change.
+# Introduction to Microsoft 365 Copilot in Viva Glint
HR users and leaders of large organizations spend a lot of valuable time interpreting Glint survey results and comments. Copilot in Viva Glint enables them to understand and act on employee feedback by quickly summarizing large quantities of comments.
Copilot in Viva Glint is available for all enabled users whose teams meet the threshold for verbatim comment results.
@@ -51,13 +48,10 @@ Yes! As with all Viva Glint features, we post as soon as new features are availa
## Languages supported by Microsoft 365 Copilot in Viva Glint
-Copilot in Viva Glint comment summarization is available in all 27 languages supported by Microsoft Copilot in Viva. The admin still needs to interact with the program in English.
+Copilot in Viva Glint comment summarization is available in all languages supported by Microsoft Copilot (https://support.microsoft.com/office/supported-languages-for-microsoft-copilot-94518d61-644b-4118-9492-617eea4801d8). The admin still needs to interact with the program in English.
For the best feedback, encourage your employees to leave comments in their native language.
-
-[Microsoft 365 Copilot currently supports 27 languages](https://support.microsoft.com/office/supported-languages-for-microsoft-copilot-94518d61-644b-4118-9492-617eea4801d8)
-
## How can my organization use Microsoft 365 Copilot in Viva Glint?
Copilot in Viva Glint answers queries related to your comment data in Glint, such as:
@@ -111,8 +105,8 @@ Use our best practices to maximize the benefits from Copilot in Viva Glint. Use
## More Resources
-- [**Learn how managers can use Copilot in Viva Glint**](https://go.microsoft.com/fwlink/?linkid=2274072)
-- [**Find answers to technical FAQs**](https://go.microsoft.com/fwlink/?linkid=2274071)
+- [**Learn how managers can use Copilot in Viva Glint**](/viva/glint/setup/copilot-managers)
+- [**Find answers to technical FAQs**](/viva/glint/setup/copilot-faqs)
- [**Copilot for Microsoft 365**](https://adoption.microsoft.com/copilot/)
From d2931bfbc6a99f36e3bd9cf378945937308300e9 Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Wed, 30 Oct 2024 11:04:59 -0400
Subject: [PATCH 02/58] Update copilot-managers.md
---
Viva/glint/setup/copilot-managers.md | 2 +-
1 file changed, 1 insertion(+), 1 deletion(-)
diff --git a/Viva/glint/setup/copilot-managers.md b/Viva/glint/setup/copilot-managers.md
index 5e4b22256a..39d9e08c94 100644
--- a/Viva/glint/setup/copilot-managers.md
+++ b/Viva/glint/setup/copilot-managers.md
@@ -16,7 +16,7 @@ search.appverid: MET150
ms.topic: article
ms.service: viva-glint
ms.localizationpriority: high
-ms.date: 09/12/2024
+ms.date: 11/16/2024
---
# How managers use Microsoft 365 Copilot in Viva Glint
From 5658dff1493612415ccbc7d4391433a6898b11e5 Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Wed, 30 Oct 2024 11:06:24 -0400
Subject: [PATCH 03/58] Update admin-enable.md
---
Viva/glint/copilot/admin-enable.md | 8 ++++----
1 file changed, 4 insertions(+), 4 deletions(-)
diff --git a/Viva/glint/copilot/admin-enable.md b/Viva/glint/copilot/admin-enable.md
index 8cae4377dc..4f2d57f498 100644
--- a/Viva/glint/copilot/admin-enable.md
+++ b/Viva/glint/copilot/admin-enable.md
@@ -1,5 +1,5 @@
---
-title: Administrator enablement for Microsoft 365 Copilot in Viva Glint (preview)
+title: Administrator enablement for Microsoft 365 Copilot in Viva Glint
description: Administrators enable Microsoft 365 Copilot in Viva Glint.
ms.author: JudithWeiner
author: JudyWeiner
@@ -19,7 +19,7 @@ ms.localizationpriority: high
ms.date: 09/12/2024
---
-# Administrator enablement for Microsoft 365 Copilot in Viva Glint (preview)
+# Administrator enablement for Microsoft 365 Copilot in Viva Glint
Prerequisites to enabling Microsoft 365 Copilot in Viva Glint:
- You have at least one Recurring or Ad hoc survey administered or closed on the Viva Glint platform
@@ -29,8 +29,8 @@ Admins enable Copilot in Viva Glint. Microsoft privacy policies prohibit Copilot
Assign yourself and others using Copilot in Viva Glint to a new User Role. Create the new User Role with access to the Comments Report enabled. Add that User Role to the survey [**Reporting** page](https://go.microsoft.com/fwlink/?linkid=2285645) in **Program Summary**.
->[!IMPORTANT]
->Users without access to the Comment Report can't access Copilot in Viva Glint.
+> [!IMPORTANT]
+> Users without access to the Comment Report can't access Copilot in Viva Glint.
## Grant Comment Report permission
From dcdb311e13f6bdf9c34fe9b7827ca0e619b5f986 Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Thu, 7 Nov 2024 09:59:47 -0500
Subject: [PATCH 04/58] Update copilot-privacy.md
---
Viva/glint/setup/copilot-privacy.md | 74 ++++++++++++++++++++++-------
1 file changed, 58 insertions(+), 16 deletions(-)
diff --git a/Viva/glint/setup/copilot-privacy.md b/Viva/glint/setup/copilot-privacy.md
index 8fedfd62e6..44a0855a7b 100644
--- a/Viva/glint/setup/copilot-privacy.md
+++ b/Viva/glint/setup/copilot-privacy.md
@@ -1,5 +1,5 @@
---
-title: Data, privacy, and security compliance for Microsoft 365 Copilot in Viva Glint (preview)
+title: Data, privacy, and security compliance for Microsoft 365 Copilot in Viva Glint
description: Microsoft 365 Copilot in Viva Glint summarizes survey comments and employee suggestions to help organizational leaders and managers quickly identify top issues and themes from comments.
ms.author: JudithWeiner
author: JudyWeiner
@@ -16,30 +16,76 @@ search.appverid: MET150
ms.topic: article
ms.service: viva-glint
ms.localizationpriority: high
-ms.date: 09/12/2024
+ms.custom: CELA-approved
+ms.date: 11/16/2024
---
-# Data, privacy, and security compliance for Microsoft 365 Copilot in Viva Glint (preview)
+# Data, privacy, and security compliance for Microsoft 365 Copilot in Viva Glint
-> [!NOTE]
-> This feature is available to preview customers only, beginning on June 29, 2024. Features described here are subject to change.
+[Copilot in Viva Glint](https://learn.microsoft.com/en-us/viva/glint/copilot/copilot-admin-intro) summarizes survey comments and employee suggestions to help organizational leaders and managers quickly identify top issues and themes from comments. This article covers how data privacy and security is handled for Copilot in Viva Glint.
-## What is Microsoft 365 Copilot in Viva Glint?
+## Foundations, security, and compliance
+
+**Q: How does Microsoft 365 Copilot in Viva Glint work in the backend?**
+
+**A:** Copilot in Viva Glint uses Large Language Model (LLM) technology, which allows users to perform language-based tasks by entering prompts in natural languages. Microsoft uses these LLMs to match users’ prompts to a set of metrics and stories. A story is a product-defined group of calculations, which is based on metrics, aggregations, and other variables.
+
+**Q: Does Microsoft 365 Copilot in Viva Glint use customer data to train?**
+
+**A:** No. Copilot in Viva Glint doesn’t use customer data to train any models. Instead, Copilot in Viva Glint employs generically trained LLM models and supplies the necessary grounding data and context for each request. For this reason, each user's Copilot responses are generated only from their accessible data and current survey results. Subsequently, users can only access information they have permission to view in Glint, such as dashboards, reports, or exports.
+
+**Q: Does Microsoft 365 Copilot in Viva Glint store any personal data?**
+
+**A:** No. Copilot in Viva Glint doesn’t process or store any personal data. Copilot in Viva Glint doesn’t know which employee submitted a survey response or comment.
+
+**Q: ## Does Microoft 365 Copilot in Viva Glint save or store data used in summaries?**
+
+Yes. Copilot in Viva Glint saves and stores comments summarization. It follows the security and compliance for data usage practices in place for Viva Glint so the saved data isn't traceable to a respondent. Copilot in Viva Glint saves only the metadata for each API call, such as the date and time of each prompt. The meta log can only be accessed by Glint developers.
+
+**Q: How does Copilot in Viva Insights comply with GDPR and other privacy regulations?**
+
+**A:** See [GDPR and Generative AI: A Guide for Public Sector Organizations](https://wwps.microsoft.com/blog/GDPR-GenAI) and [Read our publicly shared privacy policy](/../../viva/glint/setup/viva-glint-privacy).
+
+**Q: Can conclusions be drawn about individual employees based on the summaries or displays in Microsoft 365 Copilot in Viva Glint?**
+
+**A:** Since Copilot only summarizes comments that the user is already authorized to see in Glint, no additional insights about individual employees can be inferred beyond what is stated in those comments.
+
+**Q: If employees name a manager within their comments, can that manager's name be displayed in the Microsoft 365 Copilot in Viva Glint response?**
+
+**A:** If a manager’s name is included in the comments, it's possible their name could appear in a Copilot in Viva Glint summary. Customers can redact or quarantine comments in Glint, so Copilot can't use redacted comments for summarization. [Flag Sensitive comments in Viva Glint | Microsoft Learn] (/viva/glint/setup/glint-sensitive-comments)
+
+**Q:How is bias mitigated?**
+
+**A:** Copilot is tested with realistic dummy data and human subject matter experts to evaluate the accuracy and relevance of the Copilot responses. Evaluation results are used in an improvement feedback loop to update the LLM instructions to improve the accuracy and relevance of the results and to mitigate any detected biases.
+
+**Q: How is Microsoft 365 Copilot better than ChatGPT when it comes to summarizing comments?**
+
+**A:** **Security and Privacy** - We know that customers are tempted to use AI tools like the publicly available ChatGPT - or even their own company’s AI - to analyze survey comments. ChatGPT doesn't follow confidentiality thresholds the customers have set in Glint. Copilot in Viva Glint strictly follows Microsoft’s and Glint’s privacy, security, and confidentiality protection for customers’ data.
+
+**Accuracy and Relevance** - Copilot is tested with realistic mock data and human subject matter experts to evaluate the accuracy and relevance of the Copilot responses. Evaluation results are used in an improvement feedback loop to update the LLM instructions to improve the accuracy and relevance of the results.
+
+## Data processing
+
+**Q: What customer data does Copilot in Viva Glint process?**
+
+**A:** Copilot in Viva Glint filters and summarizes comments by accessing customer-uploaded employee attributes from your organization’s Human Resources Information System (HRIS) file.
+
+Copilot in Viva Glint processes only HR attribute values and survey comments that the user has permissions to view on their Glint dashboard.
+
+**Q: How is data transferred between Viva Glint and Microsoft 365 Copilot?**
+
+**A:** opilot in Viva Glint uses Microsoft 365 Substrate LLM to process customer data. Microsoft 365 Substrate LLM follows Microsoft’s security and privacy standards.
+
+Furthermore, data is not transferred between US and EU servers.
-[Copilot in Viva Glint](https://go.microsoft.com/fwlink/?linkid=2274070) summarizes survey comments and employee suggestions to help organizational leaders and managers quickly identify top issues and themes from comments. This article covers how data privacy and security is handled for Copilot in Viva Glint.
-## How does this work in the backend?
-Copilot in Viva Glint uses Large Language Model (LLM) technology, which allows users to perform language-based tasks by entering prompts in natural languages. Microsoft uses these LLMs to match users’ prompts to a set of metrics and stories. A story is a product-defined group of calculations, which is based on metrics, aggregations, and other variables.
-Copilot in Viva Glint doesn’t use customer data to train the LLM.
## What does Copilot in Viva Glint use to generate its responses?
Copilot in Viva Glint filters and summarizes comments by accessing customer-uploaded employee attributes from your organization’s Human Resources Information System (HRIS) file.
-## Does Copilot in Viva Glint save or store any of the data it uses in summaries?
-Copilot in Viva Glint doesn’t store any end user’s prompts. It follows the security and compliance for data usage practices in place for Viva Glint. Copilot in Viva Glint saves only the metadata for each API call, such as the date and time of each prompt. The meta log can only be accessed by Glint developers.
## How does Copilot in Viva Glint integrate with other Viva apps?
@@ -47,11 +93,7 @@ Copilot in Viva Glint is confined to Viva Glint, and its functionality is distin
Copilot in Viva Glint can interact with other non-Copilot integrations your organization enables for Viva Glint.
-## How does Copilot in Viva Insights comply with GDPR and other privacy regulations?
-Copilot in Viva Glint follows the same privacy practices employed by Viva Glint. For details, see [Delete user data from Viva Glint](/../../viva/glint/setup/delete-user-data) and [Understand how privacy works in Microsoft Viva](/../../viva/viva-privacy).
- - See also [GDPR and Generative AI: A Guide for Public Sector Organizations](https://wwps.microsoft.com/blog/GDPR-GenAI).
- - [Read our publicly shared privacy policy](/../../viva/glint/setup/viva-glint-privacy).
## More information
From a823cdcc68e8cb9a9303b0704302efeba2e8bde4 Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Thu, 7 Nov 2024 10:24:43 -0500
Subject: [PATCH 05/58] Update copilot-privacy.md
---
Viva/glint/setup/copilot-privacy.md | 24 +++++++++++++-----------
1 file changed, 13 insertions(+), 11 deletions(-)
diff --git a/Viva/glint/setup/copilot-privacy.md b/Viva/glint/setup/copilot-privacy.md
index 44a0855a7b..8bcc4c8995 100644
--- a/Viva/glint/setup/copilot-privacy.md
+++ b/Viva/glint/setup/copilot-privacy.md
@@ -62,8 +62,6 @@ Yes. Copilot in Viva Glint saves and stores comments summarization. It follows t
**A:** **Security and Privacy** - We know that customers are tempted to use AI tools like the publicly available ChatGPT - or even their own company’s AI - to analyze survey comments. ChatGPT doesn't follow confidentiality thresholds the customers have set in Glint. Copilot in Viva Glint strictly follows Microsoft’s and Glint’s privacy, security, and confidentiality protection for customers’ data.
-**Accuracy and Relevance** - Copilot is tested with realistic mock data and human subject matter experts to evaluate the accuracy and relevance of the Copilot responses. Evaluation results are used in an improvement feedback loop to update the LLM instructions to improve the accuracy and relevance of the results.
-
## Data processing
**Q: What customer data does Copilot in Viva Glint process?**
@@ -72,28 +70,32 @@ Yes. Copilot in Viva Glint saves and stores comments summarization. It follows t
Copilot in Viva Glint processes only HR attribute values and survey comments that the user has permissions to view on their Glint dashboard.
-**Q: How is data transferred between Viva Glint and Microsoft 365 Copilot?**
-
-**A:** opilot in Viva Glint uses Microsoft 365 Substrate LLM to process customer data. Microsoft 365 Substrate LLM follows Microsoft’s security and privacy standards.
+
**Q: How is data transferred between Microsoft Copilot in Viva Glint and Microsoft 365 Copilot?**
+**A:** Copilot in Viva Glint uses Microsoft 365 LLM technology to process customer data. Microsoft 365 LLM technology follows Microsoft’s security and privacy standards.
Furthermore, data is not transferred between US and EU servers.
+
**Q: Does Microsoft 365 Copilot in Viva Glint share data with other Microsoft 365 Copilots?**
+**A:** No. Copilot in Viva Glint does not share data with any other Microsoft 365 Copilot applications.
+
**Q: Can Microsoft 365 Copilot in Viva Glint access customer data from the M365 Graph?**
-## What does Copilot in Viva Glint use to generate its responses?
-
-Copilot in Viva Glint filters and summarizes comments by accessing customer-uploaded employee attributes from your organization’s Human Resources Information System (HRIS) file.
+**A:** No. Copilot in Viva Glint doesn't have access to customer data with any other Microsoft 365 Graph.
+
**Q: Does Microsoft 365 Copilot in Viva Glint surface information from the public internet?**
+**A:** No. Copilot in Viva Glint doesn’t access the public internet to generate responses.
-## How does Copilot in Viva Glint integrate with other Viva apps?
+
**Q:Can conclusions be drawn about individual employees based on the summaries or displays in Microsoft 365 Copilot in Viva Glint?**
-Copilot in Viva Glint is confined to Viva Glint, and its functionality is distinct from other Microsoft 365 Copilots. Copilot in Viva Glint doesn’t interact with Microsoft 365 Copilot, Microsoft Graph, or any other Microsoft 365 services.
+**A:** Since Copilot in Viva Glint only summarizes comments that the user is authorized to see in Glint, no additional insights about individual employees can be inferred beyond what is stated in those comments.
-Copilot in Viva Glint can interact with other non-Copilot integrations your organization enables for Viva Glint.
+## Integration with other Microsoft Viva applications
+
**Q: How does Copilot in Viva Glint integrate with other Viva apps?**
+**A:** Copilot in Viva Glint is confined to Viva Glint, and its functionality is distinct from other Microsoft 365 Copilots. It doesn’t interact with Microsoft 365 Copilot, Microsoft Graph, or any other Microsoft 365 services. Copilot in Viva Glint can interact with other non-Copilot integrations your organization enables for Viva Glint.
## More information
From e23266f0cef75d05cb9951693d0a970e3672b72c Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Thu, 7 Nov 2024 10:25:19 -0500
Subject: [PATCH 06/58] Update copilot-faqs.md
---
Viva/glint/setup/copilot-faqs.md | 18 +++++++-----------
1 file changed, 7 insertions(+), 11 deletions(-)
diff --git a/Viva/glint/setup/copilot-faqs.md b/Viva/glint/setup/copilot-faqs.md
index b535f9d434..d6bf486faa 100644
--- a/Viva/glint/setup/copilot-faqs.md
+++ b/Viva/glint/setup/copilot-faqs.md
@@ -1,6 +1,6 @@
---
-title: Microsoft 365 Copilot in Viva Glint-FAQs (preview)
-description: Scan the most commonly asked questions about the comments summarization tool in Microsoft Viva Glint.
+title: Microsoft 365 Copilot in Viva Glint-FAQs
+description: Scan commonly asked questions about the comments summarization tool in Microsoft Viva Glint.
ms.author: JudithWeiner
author: JudyWeiner
manager: MelissaBarry
@@ -16,10 +16,11 @@ search.appverid: MET150
ms.topic: article
ms.service: viva-glint
ms.localizationpriority: high
-ms.date: 10/31/2024
+ms.custom: CELA-aapproved
+ms.date: 11/16/2024
---
-# Microsoft Copilot in Viva Glint-FAQs (preview)
+# Microsoft Copilot in Viva Glint-FAQs
> [!NOTE]
> This feature is available to preview customers only, beginning June 29, 2024. Features described here are subject to change.
@@ -84,10 +85,6 @@ ms.date: 10/31/2024
**Q: Does Microsoft 365 Copilot in Viva Glint pull from the program level or generic settings for confidentiality thresholds?**
**A:** Copilot in Viva Glint aligns with the threshold configured on the dashboard or report being viewed.
-
-
**Q: What data controls are in place?**
-
-**A:** Copilot in Viva Glint has access to Viva Glint survey data only. Each user only sees survey data they’re granted access to by their Viva Glint admin. Viva Glint admins can control which roles use Copilot in Viva Glint and for which survey programs.
**Q: Can the end user see variables in summarization, based on the user's question or prompt?**
@@ -113,14 +110,13 @@ ms.date: 10/31/2024
**A:** Currently, no.
-
**Q: Does Microsoft 365 Copilot in Viva Glint have the ability to look across multiple surveys or just
-one at time?**
+
**Q: Does Microsoft 365 Copilot in Viva Glint have the ability to look across multiple surveys or just one at time?**
**A:** One at a time for now. Additionally, Ad hoc and Recurring survey programs only, but we are looking to add the feature to employee lifecycle and always-on programs in the future.
**Q: Can Microsoft 365 Copilot in Viva Glint generate a PowerPoint from the results?**
-**A:** Not yet, but it’s another feature we would like to explore.
+**A:** Not yet, but it’s another feature we'd like to explore.
**Q: Can Microsoft 365 Copilot in Viva Glint recognize when some groups (based on attributes) have more of a negative or positive reactions to a certain question? Can it determine cultural bias or language/translation problems?**
From 64b119a3e712a40782bc111725c64ea60959888a Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Thu, 7 Nov 2024 10:32:49 -0500
Subject: [PATCH 07/58] Update copilot-privacy.md
---
Viva/glint/setup/copilot-privacy.md | 14 +++++++-------
1 file changed, 7 insertions(+), 7 deletions(-)
diff --git a/Viva/glint/setup/copilot-privacy.md b/Viva/glint/setup/copilot-privacy.md
index 8bcc4c8995..8dcaeab0fd 100644
--- a/Viva/glint/setup/copilot-privacy.md
+++ b/Viva/glint/setup/copilot-privacy.md
@@ -22,7 +22,7 @@ ms.date: 11/16/2024
# Data, privacy, and security compliance for Microsoft 365 Copilot in Viva Glint
-[Copilot in Viva Glint](https://learn.microsoft.com/en-us/viva/glint/copilot/copilot-admin-intro) summarizes survey comments and employee suggestions to help organizational leaders and managers quickly identify top issues and themes from comments. This article covers how data privacy and security is handled for Copilot in Viva Glint.
+[Copilot in Viva Glint](/viva/glint/copilot/copilot-admin-intro) summarizes survey comments and employee suggestions to help organizational leaders and managers quickly identify top issues and themes from comments. This article covers how data privacy and security is handled for Copilot in Viva Glint.
## Foundations, security, and compliance
@@ -32,7 +32,7 @@ ms.date: 11/16/2024
**Q: Does Microsoft 365 Copilot in Viva Glint use customer data to train?**
-**A:** No. Copilot in Viva Glint doesn’t use customer data to train any models. Instead, Copilot in Viva Glint employs generically trained LLM models and supplies the necessary grounding data and context for each request. For this reason, each user's Copilot responses are generated only from their accessible data and current survey results. Subsequently, users can only access information they have permission to view in Glint, such as dashboards, reports, or exports.
+**A:** No. Copilot in Viva Glint doesn’t use customer data to train any models. Instead, Copilot in Viva Glint employs generically trained LLM models and supplies the necessary grounding data and context for each request. For this reason, each user's Copilot responses are generated only from their accessible data and current survey results. Users can only access information they have permission to view in Glint, such as dashboards, reports, or exports.
**Q: Does Microsoft 365 Copilot in Viva Glint store any personal data?**
@@ -40,7 +40,7 @@ ms.date: 11/16/2024
**Q: ## Does Microoft 365 Copilot in Viva Glint save or store data used in summaries?**
-Yes. Copilot in Viva Glint saves and stores comments summarization. It follows the security and compliance for data usage practices in place for Viva Glint so the saved data isn't traceable to a respondent. Copilot in Viva Glint saves only the metadata for each API call, such as the date and time of each prompt. The meta log can only be accessed by Glint developers.
+Yes. Copilot in Viva Glint saves and stores comments summarization. It follows the security and compliance for data usage practices in place for Viva Glint so the saved data isn't traceable to a respondent. Copilot in Viva Glint saves only the metadata for each API call, such as the date and time of each prompt. The meta log is only baccessed by Glint developers.
**Q: How does Copilot in Viva Insights comply with GDPR and other privacy regulations?**
@@ -48,7 +48,7 @@ Yes. Copilot in Viva Glint saves and stores comments summarization. It follows t
**Q: Can conclusions be drawn about individual employees based on the summaries or displays in Microsoft 365 Copilot in Viva Glint?**
-**A:** Since Copilot only summarizes comments that the user is already authorized to see in Glint, no additional insights about individual employees can be inferred beyond what is stated in those comments.
+**A:** Copilot only summarizes comments that the user is already authorized to see in Glint. No other insights about individual employees can be inferred beyond what is stated in those comments.
**Q: If employees name a manager within their comments, can that manager's name be displayed in the Microsoft 365 Copilot in Viva Glint response?**
@@ -60,7 +60,7 @@ Yes. Copilot in Viva Glint saves and stores comments summarization. It follows t
**Q: How is Microsoft 365 Copilot better than ChatGPT when it comes to summarizing comments?**
-**A:** **Security and Privacy** - We know that customers are tempted to use AI tools like the publicly available ChatGPT - or even their own company’s AI - to analyze survey comments. ChatGPT doesn't follow confidentiality thresholds the customers have set in Glint. Copilot in Viva Glint strictly follows Microsoft’s and Glint’s privacy, security, and confidentiality protection for customers’ data.
+**A:** **Security and Privacy** - We know that customers are tempted to use AI tools like the publicly available ChatGPT - or even their own company’s AI - to analyze survey comments. ChatGPT doesn't follow confidentiality thresholds the customers set in Glint. Copilot in Viva Glint strictly follows Microsoft’s and Glint’s privacy, security, and confidentiality protection for customers’ data.
## Data processing
@@ -73,7 +73,7 @@ Copilot in Viva Glint processes only HR attribute values and survey comments tha
**Q: How is data transferred between Microsoft Copilot in Viva Glint and Microsoft 365 Copilot?**
**A:** Copilot in Viva Glint uses Microsoft 365 LLM technology to process customer data. Microsoft 365 LLM technology follows Microsoft’s security and privacy standards.
-Furthermore, data is not transferred between US and EU servers.
+Furthermore, data isn't transferred between US and EU servers.
**Q: Does Microsoft 365 Copilot in Viva Glint share data with other Microsoft 365 Copilots?**
@@ -89,7 +89,7 @@ Furthermore, data is not transferred between US and EU servers.
**Q:Can conclusions be drawn about individual employees based on the summaries or displays in Microsoft 365 Copilot in Viva Glint?**
-**A:** Since Copilot in Viva Glint only summarizes comments that the user is authorized to see in Glint, no additional insights about individual employees can be inferred beyond what is stated in those comments.
+**A:** Copilot in Viva Glint only summarizes comments that the user is authorized to see in Glint. No other insights about individual employees are inferred beyond what is stated in those comments.
## Integration with other Microsoft Viva applications
From 2612f437aac953bd1a41ab34b86b6400b7ebeea0 Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Thu, 7 Nov 2024 10:39:55 -0500
Subject: [PATCH 08/58] Update copilot-faqs.md
---
Viva/glint/setup/copilot-faqs.md | 10 +++-------
1 file changed, 3 insertions(+), 7 deletions(-)
diff --git a/Viva/glint/setup/copilot-faqs.md b/Viva/glint/setup/copilot-faqs.md
index d6bf486faa..4791285f1c 100644
--- a/Viva/glint/setup/copilot-faqs.md
+++ b/Viva/glint/setup/copilot-faqs.md
@@ -53,7 +53,7 @@ ms.date: 11/16/2024
**Q: What operational factors and settings allow for effective and responsible use of Microsoft 365 Copilot in Viva Glint?**
-**A:** Viva Glint admins can enable or disable Copilot in Viva Glint for any role, in any survey program. Copilot in Viva Glint launches as ‘disabled’ or ‘off’ for all users by default.
+**A:** Viva Glint admins can enable or disable Copilot in Viva Glint for any role, in any survey program. Copilot in Viva Glint launches as *disabled* or *off* for all users by default.
**Q: Is Glint Copilot proprietary in how it works or is it similar to Microsoft Copilot?**
@@ -73,10 +73,6 @@ ms.date: 11/16/2024
**Q: Can customers participate in multiple private previews, such as Viva Glint and Viva Insights integration, and Microsoft 365 Copilot in Viva Glint?**
**A:** Yes, customers can enroll in multiple private previews by joining the Viva Customer Connection Program (VCCP), a prerequisite for any Viva private preview.
-
-
**Q: Is there a cut-off date for the Microsoft 365 Copilot in Viva Glint private preview?**
-
-**A:** The private preview ends with the public launch on June 29, 2024. Existing private preview customers can continue their private preview interviews after the June 29 public launch.
**Q: Does Microsoft 365 Copilot in Viva Glint work retroactively on past surveys, including those migrated from LinkedIn Glint?**
@@ -112,7 +108,7 @@ ms.date: 11/16/2024
**Q: Does Microsoft 365 Copilot in Viva Glint have the ability to look across multiple surveys or just one at time?**
-**A:** One at a time for now. Additionally, Ad hoc and Recurring survey programs only, but we are looking to add the feature to employee lifecycle and always-on programs in the future.
+**A:** One at a time, for now. Additionally, Copilot in Viva Glint only reads Ad hoc and Recurring survey programs, but we are looking to add the feature to employee lifecycle and always-on programs in the future.
**Q: Can Microsoft 365 Copilot in Viva Glint generate a PowerPoint from the results?**
@@ -120,7 +116,7 @@ ms.date: 11/16/2024
**Q: Can Microsoft 365 Copilot in Viva Glint recognize when some groups (based on attributes) have more of a negative or positive reactions to a certain question? Can it determine cultural bias or language/translation problems?**
-**A:** Currently, Copilot in Viva Glint can’t detect potential biases between survey comments left in different languages, as English is currently the only language available.
+**A:** Currently, Copilot in Viva Glint can’t detect potential biases between survey comments left in different languages. English is currently the only language available.
**Q: Is there a given bank of emotions that Copilot uses to describe sentiment?**
From 7de12d37863312bfc613d56b07f56eb9acc8571a Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Thu, 7 Nov 2024 11:01:28 -0500
Subject: [PATCH 09/58] Update copilot-privacy.md
---
Viva/glint/setup/copilot-privacy.md | 4 ++--
1 file changed, 2 insertions(+), 2 deletions(-)
diff --git a/Viva/glint/setup/copilot-privacy.md b/Viva/glint/setup/copilot-privacy.md
index 8dcaeab0fd..9e8913c5c4 100644
--- a/Viva/glint/setup/copilot-privacy.md
+++ b/Viva/glint/setup/copilot-privacy.md
@@ -38,7 +38,7 @@ ms.date: 11/16/2024
**A:** No. Copilot in Viva Glint doesn’t process or store any personal data. Copilot in Viva Glint doesn’t know which employee submitted a survey response or comment.
-**Q: ## Does Microoft 365 Copilot in Viva Glint save or store data used in summaries?**
+**Q: Does Microsoft 365 Copilot in Viva Glint save or store data used in summaries?**
Yes. Copilot in Viva Glint saves and stores comments summarization. It follows the security and compliance for data usage practices in place for Viva Glint so the saved data isn't traceable to a respondent. Copilot in Viva Glint saves only the metadata for each API call, such as the date and time of each prompt. The meta log is only baccessed by Glint developers.
@@ -54,7 +54,7 @@ Yes. Copilot in Viva Glint saves and stores comments summarization. It follows t
**A:** If a manager’s name is included in the comments, it's possible their name could appear in a Copilot in Viva Glint summary. Customers can redact or quarantine comments in Glint, so Copilot can't use redacted comments for summarization. [Flag Sensitive comments in Viva Glint | Microsoft Learn] (/viva/glint/setup/glint-sensitive-comments)
-**Q:How is bias mitigated?**
+**Q: How is bias mitigated?**
**A:** Copilot is tested with realistic dummy data and human subject matter experts to evaluate the accuracy and relevance of the Copilot responses. Evaluation results are used in an improvement feedback loop to update the LLM instructions to improve the accuracy and relevance of the results and to mitigate any detected biases.
From ad9809d7a942c93fcbf17cdd1f13b994149a2571 Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Thu, 7 Nov 2024 12:51:46 -0500
Subject: [PATCH 10/58] Update TOC.yml
---
Viva/glint/TOC.yml | 10 +++++-----
1 file changed, 5 insertions(+), 5 deletions(-)
diff --git a/Viva/glint/TOC.yml b/Viva/glint/TOC.yml
index bd11d23cd3..f6033db06b 100644
--- a/Viva/glint/TOC.yml
+++ b/Viva/glint/TOC.yml
@@ -218,17 +218,17 @@ items:
href: setup/manage-confidentiality-thresholds.md
- name: Microsoft 365 Copilot in Viva Glint (preview)
items:
- - name: Introduction to Microsoft 365 Copilot in Viva Glint (preview)
+ - name: Introduction to Microsoft 365 Copilot in Viva Glint
href: copilot/copilot-admin-intro.md
- - name: Administrator deployment and setup for Microsoft 365 Copilot in Viva Glint (preview)
+ - name: Administrator deployment and setup for Copilot in Viva Glint
href: ../copilot/deployment-permissions.md
- - name: Administrator enablement for Copilot in Viva Glint (preview)
+ - name: Administrator enablement for Copilot in Viva Glint
href: copilot/admin-enable.md
- name: Microsoft 365 Copilot data, privacy, and security
href: setup/copilot-privacy.md
- - name: Managers using Microsoft 365 Copilot in Viva Glint (preview)
+ - name: Managers using Copilot in Viva Glint
href: setup/copilot-managers.md
- - name: Microsoft 365 Copilot in Viva Glint-FAQs (preview)
+ - name: Copilot in Viva Glint- more FAQs
href: setup/copilot-faqs.md
- name: Create survey programs
items:
From d0031566a2a238ba5cd5fd513ec7b125f9064c16 Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Fri, 8 Nov 2024 13:52:49 -0500
Subject: [PATCH 11/58] Update change-live-survey.md
---
Viva/glint/setup/change-live-survey.md | 52 +++++++++++++++++++++++++-
1 file changed, 51 insertions(+), 1 deletion(-)
diff --git a/Viva/glint/setup/change-live-survey.md b/Viva/glint/setup/change-live-survey.md
index cfa90fb0ea..89a74415be 100644
--- a/Viva/glint/setup/change-live-survey.md
+++ b/Viva/glint/setup/change-live-survey.md
@@ -14,7 +14,7 @@ search-appverid: MET150
ms.topic: article
ms.service: viva-glint
ms.localizationpriority: high
-ms.date: 07/08/2024
+ms.date: 11/15/2024
---
# Make changes to a live Viva Glint survey
@@ -63,6 +63,56 @@ Use the following information to edit a live survey. The information is broken o
| Adding or removing a question/item | You want to add a new question/item or remove a question/item from a live survey. | A question/item *can't* be added or removed from a live survey except in an *Always-On*, Onboarding, or Exit pulse program. |
| Question/item order | The questions need to be reordered. | The newly edited question/item order is featured immediately and *only* on surveys that haven't yet been started. |
+### Admin process for editing a question during a live survey
+
+There are three entry points for editing a question:
+- From the Question Library on your admin dashboard (doesn't require survey to go into unapproved state)
+- From the *Survey Programs, Live* section
+- From the *Survey Programs, Upcoming* section
+
+**Allow Survey Resubmission** in the **Program Setup** section of **Program Summary** must be toggled to **Yes.**
+If not toggled to **Yes**, a pop-up informs you that the change to **Yes** is made automatically when your edits are saved.
+
+### Inform survey takers of a live edit
+
+> [!IMPORTANT]
+> All survey participants must be made aware of the opportunity to retake a survey if a question is changed while the survey is live. They must also understand that if they retake a survey, their original answers are replaced.
+
+**Enabling Survey Resubmission ensures that Entra ID and survey takers invited to take the survey through a personalized email, receive platform-generated email notification of a change in the survey.** This notification is required to meet Microsoft privacy policies and allows the survey taker to retake the survey if they choose to.
+
+**If your organization uses attribute-based access, you are responsible to notify participants about any change and provide instructions on how to do so. Survey retake access:**
+- Survey takers can use the link from their original survey invitation email
+- Use this guidance to resend survey invites
+
+For participants who haven't started the survey, the survey is automatically updated with the new version of all questions and no notification is generated or required.
+
+#### Confirm edits
+
+Review your edits to make sure your employees receive appropriate notice.
+
+1. Review the **Confirm your changes** window that opens.
+
+:::image type="content" source="../../media/glint/setup/xxxxxxx" lightbox="../../media/glint/setup/xxxx" alt-text="Screenshot of the confirmation dialog box for editing live survey questions.":::
+
+>[!IMPORTANT]
+> - If your organization uses Entra ID or personalized links for survey access, participants who have started or already completed the survey will be notified in email.
+> - If your organization uses attribute-based survey access, notify participants about these changes and ask them to retake the survey, if needed.
+
+2. If everything is as expected, select **Confirm.**
+
+3. A one-time notification confirms that your question is updated.
+
+## Question edits considerations
+For question edits during draft, scheduled, or live status, always consider:
+
+| **Topic** | **Scenario** | **Considerations** |
+| --- | --- | --- |
+| The text at the beginning (top) and end (bottom) of the survey | The *Intro* or *Thank You* text needs adjustments or corrections. | Newly edited text are featured immediately and *only* on surveys that haven't started. |
+| Question text | The phrasing of a question needs to be edited. | [Use this guide](https://go.microsoft.com/fwlink/?linkid=2230918). Glint pushes your edits into production (that is, live survey and reporting).
**Note:** Republishing can cause a disruption to employees taking the survey at the moment this change is implemented. They can start over by refreshing their page.|
+| Adding or removing a question/item | You want to add a new question/item or remove a question/item from a live survey. | A question/item *can't* be added or removed from a live survey except in an *Always-On*, Onboarding, or Exit pulse program. |
+| Question/item order | The questions need to be reordered. | The newly edited question/item order is featured immediately and *only* on surveys that haven't yet been started. |
+
+
## Reporting
| **Topic** | **Scenario** | **Considerations** |
From 9106d2a47113fd6ea80fab5a78bfa9faed8b182d Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Fri, 8 Nov 2024 13:55:21 -0500
Subject: [PATCH 12/58] Add files via upload
---
.../glint/setup/confirm-changes-dialog-box.png | Bin 0 -> 39416 bytes
1 file changed, 0 insertions(+), 0 deletions(-)
create mode 100644 Viva/media/glint/setup/confirm-changes-dialog-box.png
diff --git a/Viva/media/glint/setup/confirm-changes-dialog-box.png b/Viva/media/glint/setup/confirm-changes-dialog-box.png
new file mode 100644
index 0000000000000000000000000000000000000000..407a234f67f3d9d8554a8f370a55c48de2acbbf0
GIT binary patch
literal 39416
zcmeFZ=U)?D)HVtN0i=Uc3=kj`5u` n8oO4QjXMVI)5Zw<1
z2*v|9`t)se7#(+Bk0;*M!o5$?5Rm5fz0nzI&@6h **Note:** Republishing can cause a disruption to employees taking the survey at the moment this change is implemented. They can start over by refreshing their page.|
-| Adding or removing a question/item | You want to add a new question/item or remove a question/item from a live survey. | A question/item *can't* be added or removed from a live survey except in an *Always-On*, Onboarding, or Exit pulse program. |
-| Question/item order | The questions need to be reordered. | The newly edited question/item order is featured immediately and *only* on surveys that haven't yet been started. |
+| The text at the beginning (top) and end (bottom) of the survey | The *Intro* or *Thank You* text needs adjustments or corrections. | Newly edited text is featured immediately and *only* on surveys that haven't started. |
+| Item text | The phrasing of an item needs to be edited. | Glint pushes your edits into production (that is, live survey and reporting). **Note:** Republishing can cause a disruption to employees taking the survey at the moment this change is implemented. They can start over by refreshing their page.|
+| Adding or removing an item | You want to add a new item or remove an item from a live survey. | An item *can't* be added or removed from a live survey except in an *Always-On* or *Employee Lifecycle program. |
+| Item order | The survey items need to be reordered. | The newly edited order is featured immediately but *only* on surveys that haven't yet been started. |
## Fields which can be edited
@@ -64,15 +66,15 @@ Sometimes changing a live survey may be beneficial.
- **Question Text** - Consider if it's as it should be. Wording shows verbatim. The **+ button** allows you to edit the question.
>[!IMPORTANT]
- > Try not to edit our standard survey items! Item edits may impact language translations and the item's intention, which can subsequentlly affect the accuracy of the benchmark tied to the question.
+ > Try not to edit our standard survey items! Item edits may impact language translations and the item's intention. This change can subsequentlly affect the accuracy of the benchmark tied to the item.
-- **Instruction Text** - Use this space to provide survey takers with helpful information about how to answer this item
-- **Comment Placeholder Text** - "Leave your comments here" appears by default, but this text can be customized
-- **Rating Scale** - 5 or 7 points
-- Decide whether to include the rating **Label for all options** - The **Low Value** (1-strongly disagree) and **High Value** (5- strongly agree) appear by default. To define values 2, 3, and 4, toggle to YES and then assign their meaning. For example: 2 = disagree
-- Decide whether to **Allow Comments** - Toggle to Yes or No
-- Decide whether this item can be an **Optional Question** - Toggle to Yes or No
-- **Suggested Action Template** - Use the dropdown menu to attach this item to a previously configured Suggested Action Template to help managers act on feedback
+- **Instruction Text** - Use this space to provide survey takers with helpful information about how to answer this item.
+- **Comment Placeholder Text** - **Leave your comments here** appears by default, but this text can be customized.
+- **Rating Scale** - five (5) or seven (7) points
+- Decide whether to include the rating **Label for all options** - The **Low Value** (1-strongly disagree) and **High Value** (5- strongly agree) appear by default. To define values 2, 3, and 4, toggle to **YES** and then assign their meaning. For example: 2 = disagree
+- Decide whether to **Allow Comments** - Toggle to **Yes** or **No.**
+- Decide whether this item can be an **Optional Question** - Toggle to **Yes** or **No.**
+- **Suggested Action Template** - Use the dropdown menu to attach this item to a previously configured Suggested Action Template to help managers act on feedback.
Select **Save Changes** when editing is complete.
@@ -82,22 +84,22 @@ Use the following information to edit a live survey. The information is broken o
| **Topic** | **Scenario** | **Considerations** |
| --- | --- | --- |
-| Various | You want to edit the *Program Name* or *Allow Survey Resubmission* items*.* | Edits are only visible to users who haven't started their survey. |
-| Additional languages | You want to add a new language as a survey option. | If custom translation text isn't provided, Glint's standard text translations are featured. |
+| **Various** | You want to edit the **Program Name** or **Allow Survey Resubmission** | Edits are visible only to users who haven't started their survey. |
+| **Additional languages** | You want to add a new language as a survey option. | If custom translation text isn't provided, Glint's standard text translations are featured. |
## Distribution
| **Topic** | **Scenario** | **Considerations** |
| --- | --- | --- |
-| Adding users | Employees not yet included in your Employee Attribute *File* need to participate in the survey. | From the admin dashboard, select the **People** section and select **Send Survey**. Each new user is sent the email invitation immediately. From then on, new users receive reminders according to the same schedule as all other users. |
-| Editing a Distribution List | The list of which employees are included/excluded in the survey needs adjustment. | A Distribution List can be adjusted at any time, but doesn't automatically send a survey invitation to new users. Those invites have to be sent manually. |
+| **Add users** | Employees not yet included in your *Employee Attribute File* need to participate in the survey. | From the admin dashboard, select the **People** section and then **Send Survey**. Each new user is sent the email invitation immediately. From then on, these new users receive reminders according to the same schedule as all other users. |
+| **Edit a Distribution List** | The list of employees included or excluded in the survey needs adjustment. | A Distribution List can be adjusted at any time but doesn't automatically send a survey invitation to new users. Those invites have to be sent manually. |
## Schedule
| **Topic** | **Scenario** | **Considerations** |
| --- | --- | --- |
-| Survey launch date | You need to postpone the launch date of the survey. | To avoid potential challenges, make this update a minimum of 24 hours before the survey was scheduled to go live. |
-| Response window | You want to decrease/increase the number of days within the survey window. | Adjust a minimum of 48 hours before the original survey end date. **Note** : Live *Schedule* edits are applied at the cycle level. |
+| **Survey launch date** | You need to postpone the launch date of the survey. | To avoid potential challenges, make this update a minimum of 24 hours before the survey is scheduled to go live. |
+| **Response window** | You want to decrease or increase the number of days within the survey window. | Adjust a minimum of 48 hours before the original survey end date. **Note** : Live *Schedule* edits are applied at the cycle level. |
## Questions
@@ -105,10 +107,10 @@ Use the following information to edit a live survey. The information is broken o
| **Topic** | **Scenario** | **Considerations** |
| --- | --- | --- |
-| The text at the beginning (top) and end (bottom) of the survey | The *Intro* or *Thank You* text needs adjustments or corrections. | Newly edited text will be featured immediately and *only* on surveys that haven't started. |
-| Question text | The phrasing of a question needs to be edited. |Survey item rephrasing propagates to future programs only. A live program is not affected by any edit.|
-| Adding or removing a question/item | You want to add a new question/item or remove a question/item from a live survey. | A question/item *can't* be added or removed from a live survey except in an *Always-On*, Onboarding, or Exit pulse program. |
-| Question/item order | The questions need to be reordered. | The newly edited question/item order is featured immediately and *only* on surveys that haven't yet been started. |
+| **The text at the beginning (top) and end (bottom) of the survey** | The **Intro** or **Thank You** text needs adjustments or corrections. | Newly edited text is featured immediately and *only* on surveys that haven't started. |
+| **Question text** | The phrasing of an item needs to be edited. |Survey item rephrasing propagates to future programs only. A live program is not affected by any edit.|
+| **Adding or removing a survey item** | You want to add a new item or remove an item from a live survey. | An item *can't* be added or removed from a live survey except in an *Always-On* or **Employee Lifecycle program. |
+| **Item order** | The questions need to be reordered. | The newly edited question/item order is featured immediately and *only* on surveys that haven't yet been started. |
### Admin process for editing a question during a live survey
@@ -123,7 +125,8 @@ If not toggled to **Yes**, a pop-up informs you that the change to **Yes** is ma
### Inform survey takers of a live edit
> [!IMPORTANT]
-> All survey participants must be made aware of the opportunity to retake a survey if a question is changed while the survey is live. They must also understand that if they retake a survey, their original answers are replaced.
+> All survey participants must be made aware of the opportunity to retake a survey if a question is changed while the survey is live.
+> They must also understand that if they retake a survey, their original answers are replaced.
**You are responsible to notify participants about any change and provide instructions on how to do so. Survey retake access:**
- Survey takers can use the link from their original survey invitation email
From f9bc58a9566b8dae2fc0de32e158d5a8a9a0fbfd Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Thu, 14 Nov 2024 10:03:21 -0500
Subject: [PATCH 22/58] Update change-live-survey.md
---
Viva/glint/setup/change-live-survey.md | 47 ++++++++++----------------
1 file changed, 18 insertions(+), 29 deletions(-)
diff --git a/Viva/glint/setup/change-live-survey.md b/Viva/glint/setup/change-live-survey.md
index b17f06d860..d6a1a8c4ea 100644
--- a/Viva/glint/setup/change-live-survey.md
+++ b/Viva/glint/setup/change-live-survey.md
@@ -101,7 +101,7 @@ Use the following information to edit a live survey. The information is broken o
| **Survey launch date** | You need to postpone the launch date of the survey. | To avoid potential challenges, make this update a minimum of 24 hours before the survey is scheduled to go live. |
| **Response window** | You want to decrease or increase the number of days within the survey window. | Adjust a minimum of 48 hours before the original survey end date. **Note** : Live *Schedule* edits are applied at the cycle level. |
-## Questions
+## Items (Questions)
[Read extended guidance on live survey item (question) edits here.](/viva/glint/setup/question-edit)
@@ -109,7 +109,7 @@ Use the following information to edit a live survey. The information is broken o
| --- | --- | --- |
| **The text at the beginning (top) and end (bottom) of the survey** | The **Intro** or **Thank You** text needs adjustments or corrections. | Newly edited text is featured immediately and *only* on surveys that haven't started. |
| **Question text** | The phrasing of an item needs to be edited. |Survey item rephrasing propagates to future programs only. A live program is not affected by any edit.|
-| **Adding or removing a survey item** | You want to add a new item or remove an item from a live survey. | An item *can't* be added or removed from a live survey except in an *Always-On* or **Employee Lifecycle program. |
+| **Add or remove a survey item** | You want to add a new item or remove an item from a live survey. | An item *can't* be added or removed from a live survey except in an *Always-On* or **Employee Lifecycle program. |
| **Item order** | The questions need to be reordered. | The newly edited question/item order is featured immediately and *only* on surveys that haven't yet been started. |
### Admin process for editing a question during a live survey
@@ -126,13 +126,14 @@ If not toggled to **Yes**, a pop-up informs you that the change to **Yes** is ma
> [!IMPORTANT]
> All survey participants must be made aware of the opportunity to retake a survey if a question is changed while the survey is live.
+> **Note:** Republishing can cause a disruption to employees taking the survey at the moment this change is implemented. They can start over by refreshing their page.|
-| Adding or removing a question/item | You want to add a new question/item or remove a question/item from a live survey. | A question/item *can't* be added or removed from a live survey except in an *Always-On*, Onboarding, or Exit pulse program. |
-| Question/item order | The questions need to be reordered. | The newly edited question/item order is featured immediately and *only* on surveys that haven't yet been started. |
-
+3. A one-time notification confirms that your item is updated.
## Reporting
| **Topic** | **Scenario** | **Considerations** |
| --- | --- | --- |
-| All items in the *Reporting* section | Any section in the *Reporting* section needs adjustment. | Save all changes, then return to the **Program Summary** and adjust the Approve toggle to **Yes**. |
-| Benchmark update | Your external comparison benchmark was updated. | If changes are made to the benchmark in a live program, be certain any user with live access is aware so they aren't confused by results that don't mirror what they saw during their last viewing. |
-| Aggregate Indices | You need to edit or add an aggregate index. | If changes are made to indices in a live program, be certain any user with live access is aware so they aren't confused by results that are different their last viewing. |
-| Driver Impact Outcomes | You need to edit or add Driver Impact Outcomes. | If changes are made to Driver Impact Outcomes, be certain any user with live access is aware so they aren't confused by different outcome options available in the Driver Impact report. |
+| **All items in the Reporting section** | Any section in the Reporting section needs adjustment. | Save all changes, then return to the **Program Summary** and adjust the Approve toggle to **Yes**. |
+| **Benchmark update** | Your external comparison benchmark was updated. | If changes are made to the benchmark in a live program, be certain users with live access are aware so they aren't confused by different results from a past viewing. |
+| **Aggregate Indices** | You need to edit or add an aggregate index. | If changes are made to indices in a live program, be certain users with live access are aware so they aren't confused by results that are different their last viewing. |
+| **Driver Impact Outcomes** | You need to edit or add Driver Impact Outcomes. | If changes are made to Driver Impact Outcomes, be certain ausers with live access are aware so they aren't confused by different outcome options available in the Driver Impact report. |
## Communications
-Live *Communications* edits will only apply when made at the cycle level.
+Live Communications edits only apply when made at the cycle level.
| **Topic** | **Scenario** | **Considerations** |
| --- | --- | --- |
-| Reminders | You need to add or delete email reminders, or otherwise edit existing text. | Future reminders can be added, edited, or deleted if adjusted at least the day before they're scheduled to be sent. Reminders can't be added, edited, or deleted, on the day that they're scheduled to be sent. |
-| Results Notification | You want to turn this feature on/off, edit existing text or adjust the number of days until the message is sent. | To avoid potential challenges, make changes at least 48 hours before the closing of the survey window. |
+| **Reminders** | You need to add or delete email reminders, or otherwise edit existing text. | Future reminders can be added, edited, or deleted if adjusted at least the day before they're scheduled to be sent. Reminders can't be added, edited, or deleted, on the day that they're scheduled to be sent. |
+| **Results Notification** | You want to turn this feature on or off, edit existing text, or adjust the number of days until the message is sent. | To avoid potential challenges, make changes at least 48 hours before the closing of the survey window. |
## Live changes in other survey settings
| **Topic** | **Scenario** | **Considerations** |
| --- | --- | --- |
-| Driver labels | The reporting label for a question/item needs adjustment. | Proceed as needed. |
-| Manager hierarchies | Your reporting is displaying incorrect leadership hierarchies or due to errors in your Employee Attribute File. | Change only after the close of the survey window. |
-| Adding survey participants | You've discovered that an extra group of employees needs to be added to the platform. | Submit a delta file of the employees to be added. Then, manually send them the survey invite from within the **People** configuration page > Send Survey. |
-| Adding users not in the Distribution List | You've discovered that employees outside of the Distribution List need to be included. | Navigate to the admin Configuration dashboard, then **People** , then **Employee** , then **Action** , then **Send Survey**. |
-| Email timing | You want to adjust the time in which emails are sent. | Adjust timing at the cycle level only and consider the user time zones. |
+|**Driver labels** | The reporting label for an item needs adjustment. | Proceed as needed. |
+| **Manager hierarchies** | Your reporting displays incorrect leadership hierarchies due to errors in your Employee Attribute File. | Change only after the close of the survey window. |
+| **Add bulk survey participants** | You've discovered that an extra group of employees needs to be added to the platform. | Submit a delta file of the employees to be added. Then, manually send them the survey invite from within the **People** configuration page. |
+| **Add users not in the Distribution List** | You've discovered that employees outside of the Distribution List need to be included. | From the admin Configuration dashboard, select the **People** feature , then **Employee** , then **Action** , then **Send Survey**. |
+| **Email timing** | You want to adjust the time emails are sent. | Adjust timing at the cycle level only and consider the user time zones. |
From 3a5770333b002d9a0ae9ee593debb95eeae8baf5 Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Thu, 14 Nov 2024 10:12:34 -0500
Subject: [PATCH 23/58] Update change-live-survey.md
---
Viva/glint/setup/change-live-survey.md | 20 +++++++++-----------
1 file changed, 9 insertions(+), 11 deletions(-)
diff --git a/Viva/glint/setup/change-live-survey.md b/Viva/glint/setup/change-live-survey.md
index d6a1a8c4ea..4fe7338b80 100644
--- a/Viva/glint/setup/change-live-survey.md
+++ b/Viva/glint/setup/change-live-survey.md
@@ -63,22 +63,20 @@ Sometimes changing a live survey may be beneficial.
- **Language** - from languages prepopulated in the dropdown menu
- **Question Type** - rating, multiple choice, open-ended
- **Reporting Label** - for easy identification of your item
-- **Question Text** - Consider if it's as it should be. Wording shows verbatim. The **+ button** allows you to edit the question.
-
- >[!IMPORTANT]
- > Try not to edit our standard survey items! Item edits may impact language translations and the item's intention. This change can subsequentlly affect the accuracy of the benchmark tied to the item.
-
+- **Question Text** - Consider if it's as it should be. Wording shows verbatim. The **+ button** allows you to edit the question. Try not to edit our standard survey items! Item edits may impact language translations and the item's intention. This change can subsequentlly affect the accuracy of the benchmark tied to the item.
- **Instruction Text** - Use this space to provide survey takers with helpful information about how to answer this item.
-- **Comment Placeholder Text** - **Leave your comments here** appears by default, but this text can be customized.
-- **Rating Scale** - five (5) or seven (7) points
-- Decide whether to include the rating **Label for all options** - The **Low Value** (1-strongly disagree) and **High Value** (5- strongly agree) appear by default. To define values 2, 3, and 4, toggle to **YES** and then assign their meaning. For example: 2 = disagree
+- **Comment Placeholder Text**
+- **Leave your comments here** appears by default, but this text can be customized.**Rating Scale** - five (5) or seven (7) points
+-Decide whether to include the rating **Label for all options** - The **Low Value** (1-strongly disagree) and **High Value** (5- strongly agree) appear by default. To define values 2, 3, and 4, toggle to **YES** and then assign their meaning. For example: 2 = disagree
- Decide whether to **Allow Comments** - Toggle to **Yes** or **No.**
- Decide whether this item can be an **Optional Question** - Toggle to **Yes** or **No.**
- **Suggested Action Template** - Use the dropdown menu to attach this item to a previously configured Suggested Action Template to help managers act on feedback.
Select **Save Changes** when editing is complete.
-Use the following information to edit a live survey. The information is broken out across ***Program Summary*** setup pages.
+## Use the following information to edit live surveys
+
+The information is broken out across **Program Summary** setup pages.
## Program Setup
@@ -135,7 +133,7 @@ If not toggled to **Yes**, a pop-up informs you that the change to **Yes** is ma
For participants who haven't started the survey, the survey automatically updates with the new version of all items and no notification is required.
-#### Confirm edits
+### Confirm edits
Review your edits to make sure your employees receive appropriate notice.
@@ -165,7 +163,7 @@ Live Communications edits only apply when made at the cycle level.
| **Reminders** | You need to add or delete email reminders, or otherwise edit existing text. | Future reminders can be added, edited, or deleted if adjusted at least the day before they're scheduled to be sent. Reminders can't be added, edited, or deleted, on the day that they're scheduled to be sent. |
| **Results Notification** | You want to turn this feature on or off, edit existing text, or adjust the number of days until the message is sent. | To avoid potential challenges, make changes at least 48 hours before the closing of the survey window. |
-## Live changes in other survey settings
+## Other Live changes
| **Topic** | **Scenario** | **Considerations** |
| --- | --- | --- |
From 5787318e8aae68d7b65785d6c443bf179c637c5c Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Thu, 14 Nov 2024 10:14:51 -0500
Subject: [PATCH 24/58] Update change-live-survey.md
---
Viva/glint/setup/change-live-survey.md | 2 +-
1 file changed, 1 insertion(+), 1 deletion(-)
diff --git a/Viva/glint/setup/change-live-survey.md b/Viva/glint/setup/change-live-survey.md
index 4fe7338b80..12c3231690 100644
--- a/Viva/glint/setup/change-live-survey.md
+++ b/Viva/glint/setup/change-live-survey.md
@@ -32,7 +32,7 @@ Preview your survey before launching. Then follow these practices:
|**Don't stop the survey**|Unless you need to completely replace a survey cycle, never *stop* a survey. Many edits can be made while the survey is enabled.|
|**Make email and reminder edits only at the cycle level**| Program level changes don't apply to a live survey.|
|**Keep the meaning of a question intact**| If you need to fix spelling, grammatical or translation errors:OO<9!fzjsLsS7N%j=dot|-9(B7NbxY6NBy!|FNEn~ylK0q~lROz~7dz$AJQ>npPfiaSlnfz8
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zK
)x})y@mh#%WE=l>=+;HP(!V8~Z1B?-DIkf)FIOcSR*OmVc
zCyGf}X5#Z5VtKM~)i@i0hx$kE@9t7?p3Hq<=rUtBA9PKs-tdDVU9o+o2mmc?~($@Z(fVj
z-t^u3i*Zq2g7R2JTMgf)xqZqyG4ld!OMUAqh9I?A?s~ONJ)~c{b#kZiWK`ntxJHfn
z`by?KidD8Qn)9-sH`3Gj83BOh2
47Brq0vd>{`bo86Xnt-Db;jbfoY^lR)J`Z_wi^u*x+?x%3*{D5|}
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zB02w40VlslX2ctczSQR+x-hO4OytmJ6
)G|U`SUMz7!;xm&IRX}(F={v7ADO#T1`?;x^_fnkCXfJgd@R+16=fAqcw63
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zj=>JoBjR%duh>=qB*rQTKu?zJkD1iRUVvf)`74RZi1LA#Y%6di+9Kx1_s-mYLFgPe
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z
Z!88khhxFL9B?l=I=ZOY&juZZd>Rh>G
**Q: What operational factors and settings allow for effective and responsible use of Microsoft 365 Copilot in Viva Glint?**
-**A:** Viva Glint admins can enable or disable Copilot in Viva Glint for any role, in any survey program. Copilot in Viva Glint launches as *disabled* or *off* for all users by default.
+**A:** Viva Glint admins can enable or disable Copilot in Viva Glint for any role, in any survey program. Copilot in Viva Glint launches as **disabled** or **off** for all users by default.
**Q: Is Glint Copilot proprietary in how it works or is it similar to Microsoft Copilot?**
@@ -108,7 +108,7 @@ ms.date: 11/16/2024
**Q: Does Microsoft 365 Copilot in Viva Glint have the ability to look across multiple surveys or just one at time?**
-**A:** One at a time, for now. Additionally, Copilot in Viva Glint only reads Ad hoc and Recurring survey programs, but we are looking to add the feature to employee lifecycle and always-on programs in the future.
+**A:** One at a time, for now. Additionally, Copilot in Viva Glint only reads Ad hoc and Recurring survey programs, but we're looking to add the feature to employee lifecycle and always-on programs in the future.
**Q: Can Microsoft 365 Copilot in Viva Glint generate a PowerPoint from the results?**
From 6c0dfc459f2137ffc14f253729da0c7c93db5f1f Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Mon, 11 Nov 2024 14:39:07 -0500
Subject: [PATCH 18/58] Update copilot-privacy.md
---
Viva/glint/setup/copilot-privacy.md | 6 +++---
1 file changed, 3 insertions(+), 3 deletions(-)
diff --git a/Viva/glint/setup/copilot-privacy.md b/Viva/glint/setup/copilot-privacy.md
index 9e8913c5c4..169b45519c 100644
--- a/Viva/glint/setup/copilot-privacy.md
+++ b/Viva/glint/setup/copilot-privacy.md
@@ -32,7 +32,7 @@ ms.date: 11/16/2024
**Q: Does Microsoft 365 Copilot in Viva Glint use customer data to train?**
-**A:** No. Copilot in Viva Glint doesn’t use customer data to train any models. Instead, Copilot in Viva Glint employs generically trained LLM models and supplies the necessary grounding data and context for each request. For this reason, each user's Copilot responses are generated only from their accessible data and current survey results. Users can only access information they have permission to view in Glint, such as dashboards, reports, or exports.
+**A:** No. Copilot in Viva Glint doesn’t use customer data to train any models. Instead, Copilot in Viva Glint employs generically trained LLM models and supplies the necessary grounding data and context for each request. For this reason, each user's Copilot responses are generated only from their accessible data and current survey results. Users can only access information they have permission to view in Glint, such as dashboards, reports, or exports.
**Q: Does Microsoft 365 Copilot in Viva Glint store any personal data?**
@@ -40,7 +40,7 @@ ms.date: 11/16/2024
**Q: Does Microsoft 365 Copilot in Viva Glint save or store data used in summaries?**
-Yes. Copilot in Viva Glint saves and stores comments summarization. It follows the security and compliance for data usage practices in place for Viva Glint so the saved data isn't traceable to a respondent. Copilot in Viva Glint saves only the metadata for each API call, such as the date and time of each prompt. The meta log is only baccessed by Glint developers.
+Yes. Copilot in Viva Glint saves and stores comments summarization. It follows the security and compliance for data usage practices in place for Viva Glint so the saved data isn't traceable to a respondent. Copilot in Viva Glint saves only the metadata for each API call, such as the date and time of each prompt. The meta log is only accessed by Glint developers.
**Q: How does Copilot in Viva Insights comply with GDPR and other privacy regulations?**
@@ -77,7 +77,7 @@ Furthermore, data isn't transferred between US and EU servers.
**Q: Does Microsoft 365 Copilot in Viva Glint share data with other Microsoft 365 Copilots?**
-**A:** No. Copilot in Viva Glint does not share data with any other Microsoft 365 Copilot applications.
+**A:** No. Copilot in Viva Glint doesn't share data with any other Microsoft 365 Copilot applications.
**Q: Can Microsoft 365 Copilot in Viva Glint access customer data from the M365 Graph?**
From 953ae82cc3a244de1cdff4bb26a692c1f8c025c1 Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Tue, 12 Nov 2024 10:50:42 -0500
Subject: [PATCH 19/58] Update copilot-admin-intro.md
---
Viva/glint/copilot/copilot-admin-intro.md | 2 +-
1 file changed, 1 insertion(+), 1 deletion(-)
diff --git a/Viva/glint/copilot/copilot-admin-intro.md b/Viva/glint/copilot/copilot-admin-intro.md
index 201edaf896..032b4851c6 100644
--- a/Viva/glint/copilot/copilot-admin-intro.md
+++ b/Viva/glint/copilot/copilot-admin-intro.md
@@ -1,5 +1,5 @@
---
-title: Introduction to Microsoft 365 Copilot in Viva Glint (preview)
+title: Introduction to Microsoft 365 Copilot in Viva Glint
description: Copilot in Viva Glint enables leaders and HR to understand and act on employee feedback by quickly summarizing large quantities of comments.
ms.author: JudithWeiner
author: JudyWeiner
From f03eda76b90f8173770b54f3a4e6954c05fd7cc2 Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Thu, 14 Nov 2024 09:22:53 -0500
Subject: [PATCH 20/58] Update change-live-survey.md
---
Viva/glint/setup/change-live-survey.md | 20 +++++++++++---------
1 file changed, 11 insertions(+), 9 deletions(-)
diff --git a/Viva/glint/setup/change-live-survey.md b/Viva/glint/setup/change-live-survey.md
index fa6bbcd6df..f1415564cf 100644
--- a/Viva/glint/setup/change-live-survey.md
+++ b/Viva/glint/setup/change-live-survey.md
@@ -19,17 +19,19 @@ ms.date: 11/15/2024
# Make changes to a live Viva Glint survey
-While some elements of a live survey can be adjusted, only make live edits when necessary.
+Some elements of a live survey can be adjusted, but only make live edits when necessary.
-Preview your survey before launching. Follow these practices:
+Preview your survey before launching. Then follow these practices:
- - **Don't stop the survey**. Unless you need to completely replace a survey cycle, never *stop* a survey. Many edits can be made while the survey is enabled.
- - **Make email and reminder edits only at the cycle level.** Program level changes don't apply to a live survey.
- - **Leave the meaning of a question intact.** If you need to fix spelling, grammatical or translation errors:
- - The adjusted question's/item's meaning should remain the same before and after edits.
- - To ensure the integrity of the survey results, don't adjust any rating scale or multiple-choice options.
- - **Always Save and re-approve.** When making live edits, save changes and *reapprove* the survey before ending your session. [Use this guidance for approving, previewing, enabling, and disabling your survey](https://go.microsoft.com/fwlink/?linkid=2230749).
- - **Make text changes uniformly, across all languages included in the survey**.
+| **Best Practice** | **Scenario** | **Considerations** |
+| --- | --- | --- |
+|**Don't stop the survey**.|Unless you need to completely replace a survey cycle, never *stop* a survey. Many edits can be made while the survey is enabled.|
+|**Make email and reminder edits only at the cycle level.**| Program level changes don't apply to a live survey.|
+|**Keep the meaning of a question intact.**| If you need to fix spelling, grammatical or translation errors:
+
- To ensure the integrity of the survey results, don't adjust any rating scale or multiple-choice options.|
+|**Always Save and re-approve.**| When making live edits, save changes and *reapprove* the survey before ending your session. [Use this guidance for approving, previewing, enabling, and disabling your survey](https://learn.microsoft.com/en-us/viva/glint/setup/preview-manage-enable-engage-programs).|
+|**Make text changes uniformly, across all languages included in the survey**.|
## Process to edit a survey item
From a0d9b3066f0850a808948338a93d40e8ec457c9a Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Thu, 14 Nov 2024 09:51:56 -0500
Subject: [PATCH 21/58] Update change-live-survey.md
---
Viva/glint/setup/change-live-survey.md | 67 ++++++++++++++------------
1 file changed, 35 insertions(+), 32 deletions(-)
diff --git a/Viva/glint/setup/change-live-survey.md b/Viva/glint/setup/change-live-survey.md
index f1415564cf..b17f06d860 100644
--- a/Viva/glint/setup/change-live-survey.md
+++ b/Viva/glint/setup/change-live-survey.md
@@ -21,17 +21,19 @@ ms.date: 11/15/2024
Some elements of a live survey can be adjusted, but only make live edits when necessary.
+> [!IMPORTANT]
+> The term "item" refers to any question or statement posed in a Glint survey.
+
+
Preview your survey before launching. Then follow these practices:
-| **Best Practice** | **Scenario** | **Considerations** |
-| --- | --- | --- |
-|**Don't stop the survey**.|Unless you need to completely replace a survey cycle, never *stop* a survey. Many edits can be made while the survey is enabled.|
-|**Make email and reminder edits only at the cycle level.**| Program level changes don't apply to a live survey.|
-|**Keep the meaning of a question intact.**| If you need to fix spelling, grammatical or translation errors:
-
- The adjusted question's/item's meaning should remain the same before and after edits.
+
- To ensure the integrity of the survey results, don't adjust any rating scale or multiple-choice options.|
-|**Always Save and re-approve.**| When making live edits, save changes and *reapprove* the survey before ending your session. [Use this guidance for approving, previewing, enabling, and disabling your survey](https://learn.microsoft.com/en-us/viva/glint/setup/preview-manage-enable-engage-programs).|
-|**Make text changes uniformly, across all languages included in the survey**.|
+| **Best Practice** | **Considerations** |
+| --- | --- |
+|**Don't stop the survey**|Unless you need to completely replace a survey cycle, never *stop* a survey. Many edits can be made while the survey is enabled.|
+|**Make email and reminder edits only at the cycle level**| Program level changes don't apply to a live survey.|
+|**Keep the meaning of a question intact**| If you need to fix spelling, grammatical or translation errors:
- The adjusted question's/item's meaning should remain the same before and after edits.
-
|
+|**Always Save and re-approve**| When making live edits, save changes and *reapprove* the survey before ending your session. [Use this guidance for approving, previewing, enabling, and disabling your survey](https://learn.microsoft.com/en-us/viva/glint/setup/preview-manage-enable-engage-programs).|
+|**Make text changes uniformly**| Text changes need to be made across all languages included in the survey.|
## Process to edit a survey item
@@ -51,10 +53,10 @@ Sometimes changing a live survey may be beneficial.
| **Topic** | **Scenario** | **Considerations** |
| --- | --- | --- |
-| The text at the beginning (top) and end (bottom) of the survey | The *Intro* or *Thank You* text needs adjustments or corrections. | Newly edited text will be featured immediately and *only* on surveys that haven't started. |
-| Question text | The phrasing of a question needs to be edited. | Glint pushes your edits into production (that is, live survey and reporting).
Also, make sure your *Communications* emails align with any updated survey window planning.
Also, make sure your *Communications* emails align with any updated survey window planning.
Also, make sure your *Communications* emails align with any updated survey window planning.
> They must also understand that if they retake a survey, their original answers are replaced.
**You are responsible to notify participants about any change and provide instructions on how to do so. Survey retake access:**
-- Survey takers can use the link from their original survey invitation email
+- Survey takers can use the link from their original survey invitation email to retake their survey.
- [Use this guidance to resend survey invites](/viva/glint/communicate/support-survey-participants#resend-survey-invites)
-For participants who haven't started the survey, the survey is automatically updated with the new version of all questions and no notification is required.
+For participants who haven't started the survey, the survey automatically updates with the new version of all items and no notification is required.
#### Confirm edits
@@ -144,46 +145,34 @@ Review your edits to make sure your employees receive appropriate notice.
2. If everything is as expected, select **Confirm.**
-3. A one-time notification confirms that your question is updated.
-
-## Question edits considerations
-
-For question edits during draft, scheduled, or live status, always consider:
-
-| **Topic** | **Scenario** | **Considerations** |
-| --- | --- | --- |
-| The text at the beginning (top) and end (bottom) of the survey | The *Intro* or *Thank You* text needs adjustments or corrections. | Newly edited text are featured immediately and *only* on surveys that haven't started. |
-| Question text | The phrasing of a question needs to be edited. | [Use this guide](https://go.microsoft.com/fwlink/?linkid=2230918). Glint pushes your edits into production (that is, live survey and reporting).
|
-|**Always Save and re-approve**| When making live edits, save changes and *reapprove* the survey before ending your session. [Use this guidance for approving, previewing, enabling, and disabling your survey](https://learn.microsoft.com/en-us/viva/glint/setup/preview-manage-enable-engage-programs).|
+|**Always Save and re-approve**| When making live edits, save changes and *reapprove* the survey before ending your session. [Use this guidance for approving, previewing, enabling, and disabling your survey](/viva/glint/setup/preview-manage-enable-engage-programs).|
|**Make text changes uniformly**| Text changes need to be made across all languages included in the survey.|
## Process to edit a survey item
From 46a0ca7e6eda3006b1215da9e19612af8c309229 Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Thu, 14 Nov 2024 10:23:21 -0500
Subject: [PATCH 25/58] Update change-live-survey.md
---
Viva/glint/setup/change-live-survey.md | 16 ++++++++--------
1 file changed, 8 insertions(+), 8 deletions(-)
diff --git a/Viva/glint/setup/change-live-survey.md b/Viva/glint/setup/change-live-survey.md
index 12c3231690..b7d8c6565a 100644
--- a/Viva/glint/setup/change-live-survey.md
+++ b/Viva/glint/setup/change-live-survey.md
@@ -38,7 +38,7 @@ Preview your survey before launching. Then follow these practices:
## Process to edit a survey item
There are three entry points to choose from:
-- From the **Question Library** on your admin dashboard (doesn't require survey to go into unapproved state)
+- From the **Question Library** on your admin dashboard; doesn't require survey to go into unapproved state
- From **Survey Programs, Live**
- From **Upcoming Surveys**
@@ -105,10 +105,10 @@ The information is broken out across **Program Summary** setup pages.
| **Topic** | **Scenario** | **Considerations** |
| --- | --- | --- |
-| **The text at the beginning (top) and end (bottom) of the survey** | The **Intro** or **Thank You** text needs adjustments or corrections. | Newly edited text is featured immediately and *only* on surveys that haven't started. |
-| **Question text** | The phrasing of an item needs to be edited. |Survey item rephrasing propagates to future programs only. A live program is not affected by any edit.|
-| **Add or remove a survey item** | You want to add a new item or remove an item from a live survey. | An item *can't* be added or removed from a live survey except in an *Always-On* or **Employee Lifecycle program. |
-| **Item order** | The questions need to be reordered. | The newly edited question/item order is featured immediately and *only* on surveys that haven't yet been started. |
+| **The text at the beginning (top) and end (bottom) of the survey** | The **Intro** or **Thank You** text needs adjustments or corrections. | Newly edited text is featured immediately on surveys that haven't been started. |
+| **Question text** | The phrasing of an item needs to be edited. |Survey item rephrasing propagates to future programs only. A live program isn't affected by any edit.|
+| **Add or remove a survey item** | You want to add a new item or remove an item from a live survey. | An item *can't* be added or removed from a live survey except in an *Always-On* or **Employee Lifecycle** program. |
+| **Item order** | The questions need to be reordered. | The newly edited item order is featured immediately on surveys that haven't been started. |
### Admin process for editing a question during a live survey
@@ -160,7 +160,7 @@ Live Communications edits only apply when made at the cycle level.
| **Topic** | **Scenario** | **Considerations** |
| --- | --- | --- |
-| **Reminders** | You need to add or delete email reminders, or otherwise edit existing text. | Future reminders can be added, edited, or deleted if adjusted at least the day before they're scheduled to be sent. Reminders can't be added, edited, or deleted, on the day that they're scheduled to be sent. |
+| **Reminders** | You need to add or delete email reminders, or otherwise edit existing text. | Future reminders can be added, edited, or deleted if adjusted at least the day before they're scheduled to be sent. Reminders can't be added, edited, or deleted, on the day that they're scheduled. |
| **Results Notification** | You want to turn this feature on or off, edit existing text, or adjust the number of days until the message is sent. | To avoid potential challenges, make changes at least 48 hours before the closing of the survey window. |
## Other Live changes
@@ -169,8 +169,8 @@ Live Communications edits only apply when made at the cycle level.
| --- | --- | --- |
|**Driver labels** | The reporting label for an item needs adjustment. | Proceed as needed. |
| **Manager hierarchies** | Your reporting displays incorrect leadership hierarchies due to errors in your Employee Attribute File. | Change only after the close of the survey window. |
-| **Add bulk survey participants** | You've discovered that an extra group of employees needs to be added to the platform. | Submit a delta file of the employees to be added. Then, manually send them the survey invite from within the **People** configuration page. |
-| **Add users not in the Distribution List** | You've discovered that employees outside of the Distribution List need to be included. | From the admin Configuration dashboard, select the **People** feature , then **Employee** , then **Action** , then **Send Survey**. |
+| **Add bulk survey participants** | An extra group of employees needs to be added to the platform. | Submit a delta file of the employees to be added. Then, manually send them the survey invite from within the **People** configuration page. |
+| **Add users not in the Distribution List** | Employees outside of the Distribution List need to be included. | From the admin Configuration dashboard, select the **People** feature, then **Employee**, then **Action**, then **Send Survey**. |
| **Email timing** | You want to adjust the time emails are sent. | Adjust timing at the cycle level only and consider the user time zones. |
From f135438303eb1ef90188e2dc90970fcfbe364c76 Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Thu, 14 Nov 2024 10:29:46 -0500
Subject: [PATCH 26/58] Update change-live-survey.md
---
Viva/glint/setup/change-live-survey.md | 2 +-
1 file changed, 1 insertion(+), 1 deletion(-)
diff --git a/Viva/glint/setup/change-live-survey.md b/Viva/glint/setup/change-live-survey.md
index b7d8c6565a..eb856fe618 100644
--- a/Viva/glint/setup/change-live-survey.md
+++ b/Viva/glint/setup/change-live-survey.md
@@ -74,7 +74,7 @@ Sometimes changing a live survey may be beneficial.
Select **Save Changes** when editing is complete.
-## Use the following information to edit live surveys
+## Edit your live survey
The information is broken out across **Program Summary** setup pages.
From a50f854a335380bdf01342e28ee0b7a0c7866470 Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Thu, 14 Nov 2024 15:32:23 -0500
Subject: [PATCH 27/58] Update copilot-faqs.md
---
Viva/glint/setup/copilot-faqs.md | 35 ++++++++++++++++++--------------
1 file changed, 20 insertions(+), 15 deletions(-)
diff --git a/Viva/glint/setup/copilot-faqs.md b/Viva/glint/setup/copilot-faqs.md
index b680d0e29a..f416a8c7ba 100644
--- a/Viva/glint/setup/copilot-faqs.md
+++ b/Viva/glint/setup/copilot-faqs.md
@@ -17,14 +17,11 @@ ms.topic: article
ms.service: viva-glint
ms.localizationpriority: high
ms.custom: CELA-aapproved
-ms.date: 11/16/2024
+ms.date: 11/15/2024
---
# Microsoft Copilot in Viva Glint-FAQs
-> [!NOTE]
-> This feature is available to preview customers only, beginning June 29, 2024. Features described here are subject to change.
-
## Foundational and enablement questions
**Q: Should we have concerns about bias in Microsoft 365 Copilot in Viva Glint? What metrics are used to measure performance?**
@@ -33,15 +30,15 @@ ms.date: 11/16/2024
**Q: How often is the Large Language Model (LLM) updated for Microsoft 365 Copilot in Viva Glint?**
-**A:** Copilot in Viva Glint uses the latest Open AI LLM model, GPT 4.0 turbo, trained with data up to April 2023. While it currently relies solely on customer survey data without external references, prompt engineering is continuously updated to ensure Copilot delivers accurate and relevant responses based on survey inputs.
+**A:** Copilot in Viva Glint uses the latest Open AI LLM model, GPT-4.0, trained with data up to October 2023. While it currently relies solely on customer survey data without external references, prompt engineering is continuously updated to ensure Copilot delivers accurate and relevant responses based on survey inputs.
-
**Q: What’s the licensing for Microsoft 365 Copilot in Viva Glint?** **Is it part of the Microsoft 365 Copilot, or Viva Glint licensing?**
+
**Q: What’s the licensing for Microsoft 365 Copilot in Viva Glint?** **Is it part of the Microsoft 365 Copilot or Viva Glint licensing?**
**A:** Copilot in Viva Glint is separate from the Microsoft 365 Copilot license and is available with a Viva Glint or Microsoft Viva license.
**Q: Is Microsoft 365 Copilot in Viva Glint included in the Viva Glint subscription or as part of Viva Suite?**
-**A:** Copilot in Viva Glint is available for all Viva Glint customers with a Microsoft Viva and Viva Glint licenses.
+**A:** Copilot in Viva Glint is available for all Viva Glint customers with Microsoft Viva and Viva Glint licenses.
**Q: If I have a Microsoft 365 Copilot license and a license for Viva Glint, does that augment the Copilot in Viva Glint responses by having more scope to ground responses in (e.g., an Excel sheet with data to correlate the survey responses with)?**
@@ -49,7 +46,7 @@ ms.date: 11/16/2024
**Q: How is Microsoft 365 Copilot in Viva Glint enabled?**
-**A:** Admins enable Copilot in Viva Glint for within programs.
+**A:** Admins enable Copilot in Viva Glint within programs.
**Q: What operational factors and settings allow for effective and responsible use of Microsoft 365 Copilot in Viva Glint?**
@@ -63,13 +60,21 @@ ms.date: 11/16/2024
**Q: What features does enabling Microsoft 365 Copilot in Viva Glint provide access to?**
-**A:** Through an interactive question and response format, users can request comment summarization across survey items, and filter attributes. Current functionality includes the ability to summarize, in English:
+**A:** Through an interactive question and response format, users can request comment summarization across survey items, as well as filter attributes. Current functionality includes the ability to summarize, in English:
- All Comments
- Comments by Item
- Comments by Comment Sentiment
- Comments by Filter Attribute
- Prescriptive Comments
+
**Q: What languages does Microsoft 365 Copilot in Viva Glint support for comment summarization?**
+
+Copilot in Viva Glint comment summarization is available in all languages supported by Viva Glint. The user still needs to interact with Copilot in English.
+
+For the best feedback, encourage your employees to leave comments in their native language.
+
+[Microsoft 365 Copilot currently supports these languages](https://support.microsoft.com/office/supported-languages-for-microsoft-copilot-94518d61-644b-4118-9492-617eea4801d8). Copilot in Viva Glint may not support all of the languages listed on this page. Support for all languages is on the roadmap. Your platform informs you of which languages are available for your programs.
+
**Q: Can customers participate in multiple private previews, such as Viva Glint and Viva Insights integration, and Microsoft 365 Copilot in Viva Glint?**
**A:** Yes, customers can enroll in multiple private previews by joining the Viva Customer Connection Program (VCCP), a prerequisite for any Viva private preview.
@@ -88,7 +93,7 @@ ms.date: 11/16/2024
**Q: If I ask Microsoft 365 Copilot in Viva Glint for key topics, does it use the same topic model as Viva Glint today? If not, what did you train on?**
-**A:** For now, we only tap into the items, not the topics from the NLP. Copilot pulls topics from its own semantic matching system that is similar to the NLP already available in Viva Glint but not exactly the same.
+**A:** Copilot uses the same topic model as Viva Glint today and summarizes up to 10 top topics found in the comments. Topics with comment respondents that fall below the confidentiality threshold are excluded.
**Q: How is random sampling determined? Is it inclusive of demographic data segmentation or is it stratified to be representative of the larger population?**
@@ -108,7 +113,7 @@ ms.date: 11/16/2024
**Q: Does Microsoft 365 Copilot in Viva Glint have the ability to look across multiple surveys or just one at time?**
-**A:** One at a time, for now. Additionally, Copilot in Viva Glint only reads Ad hoc and Recurring survey programs, but we're looking to add the feature to employee lifecycle and always-on programs in the future.
+**A:** One at a time, for now. Additionally, Copilot in Viva Glint only reads Ad hoc and Recurring survey programs. We're looking to add the feature to employee lifecycle and always-on programs in the future.
**Q: Can Microsoft 365 Copilot in Viva Glint generate a PowerPoint from the results?**
@@ -116,7 +121,7 @@ ms.date: 11/16/2024
**Q: Can Microsoft 365 Copilot in Viva Glint recognize when some groups (based on attributes) have more of a negative or positive reactions to a certain question? Can it determine cultural bias or language/translation problems?**
-**A:** Currently, Copilot in Viva Glint can’t detect potential biases between survey comments left in different languages. English is currently the only language available.
+**A:** Currently, Copilot in Viva Glint can’t detect potential biases between survey comments left in different languages.
**Q: Is there a given bank of emotions that Copilot uses to describe sentiment?**
@@ -126,16 +131,16 @@ ms.date: 11/16/2024
**Q: Are new features planned for Microsoft 365 Copilot in Viva Glint?**
-**A:** Yes! We let you know as soon as new features are available for Copilot in Viva Glint. All items mentioned as currently unavailable are on our list for consideration.
+**A:** Yes! We'll let you know as soon as new features are available. All items mentioned as currently unavailable are on our list for consideration.
**Q: Does Microsoft 365 Copilot in Viva Glint have any limitations?**
**A:** Currently, but under consideration for the future:
-- Copilot in Viva Glint works on completed survey cycles for Recurring and Ad hoc programs only. It isn’t currently available for Employee Lifecycle, Always-On, or 360 Feedback programs.
+- Copilot in Viva Glint works on completed survey cycles for Recurring and Ad hoc programs only. It isn’t currently available for Employee Lifecycle, Always-On, or 360 feedback programs.
- There must be at least one Recurring or Ad hoc program survey *administered* or *closed* on your Glint platform to use the feature.
- Copilot in Viva Glint doesn’t take quantitative survey results into consideration. It can’t answer questions that require comparison scores between questions or employee groups.
- Any AI can make mistakes misrepresenting the information it finds. If you encounter harmful, inappropriate, or inaccurate responses, immediately provide feedback or report a concern through our feedback button in Copilot in Viva Glint or in the Viva Glint app.
-- Copilot in Viva Glint samples a subset of comments from each question proportionate to the overall comment count per question. The current limit for this feature is 1000 comments (seeded comments - they come from the same 1000 questions if the prompt is regenerated).
+- Copilot in Viva Glint samples a subset of comments from each question proportionate to the overall comment count per question. The current limit for this feature is 8,000 comments.
- Copilot in Viva Glint doesn’t currently support cross-program filters.
- Copilot in Viva Glint doesn’t currently support plug-ins.
From 094b97be09de3bfa01afaa7542e12bf0e35a63c5 Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Thu, 14 Nov 2024 15:54:09 -0500
Subject: [PATCH 28/58] Update copilot-admin-intro.md
---
Viva/glint/copilot/copilot-admin-intro.md | 21 +++++++++------------
1 file changed, 9 insertions(+), 12 deletions(-)
diff --git a/Viva/glint/copilot/copilot-admin-intro.md b/Viva/glint/copilot/copilot-admin-intro.md
index 032b4851c6..babdce382b 100644
--- a/Viva/glint/copilot/copilot-admin-intro.md
+++ b/Viva/glint/copilot/copilot-admin-intro.md
@@ -16,18 +16,18 @@ search.appverid: MET150
ms.topic: article
ms.service: viva-glint
ms.localizationpriority: high
-ms.date: 11/16/2024
+ms.date: 11/15/2024
---
# Introduction to Microsoft 365 Copilot in Viva Glint
-HR users and leaders of large organizations spend a lot of valuable time interpreting Glint survey results and comments. Copilot in Viva Glint enables them to understand and act on employee feedback by quickly summarizing large quantities of comments.
-Copilot in Viva Glint is available for all enabled users whose teams meet the threshold for verbatim comment results.
+HR users and leaders of large organizations spend a lot of valuable time interpreting Glint survey results and comments. Copilot in Viva Glint enables them to understand and act on employee feedback by quickly summarizing large quantities of comments. Copilot in Viva Glint is available for all enabled users whose teams meet the threshold for verbatim comment results.
## What is Microsoft 365 Copilot in Viva Glint?
Copilot in Viva Glint is built to answer questions about your survey comments. It's your partner for all comment analysis and can:
+
- Summarize your comments
- Identify key themes across comments
- Summarize comments by demographics
@@ -40,8 +40,7 @@ Copilot in Viva Glint is built to answer questions about your survey comments. I
- There must be at least one Recurring or Ad hoc program survey administered or closed on your Glint platform to use the feature.
- Copilot doesn’t take quantitative survey results into consideration. It can’t answer questions that require comparison scores between questions or employee groups.
- Any AI can make mistakes representing the information it finds. If you encounter harmful, inappropriate, or inaccurate responses, immediately provide feedback. Report a concern through our feedback button in Copilot in Viva Glint or in the Viva Glint app.
-- Copilot samples a subset of comments from each question, proportionate to the overall comment count per question. The current limit for this feature is 1000 comments.
-- Currently Copilot can't manage language translations beyond its default English.
+- Copilot samples a subset of comments from each question, proportionate to the overall comment count per question. The current limit for this feature is 8,000 comments.
### Are more Microsoft 365 Copilot features planned?
@@ -49,16 +48,12 @@ Yes! As with all Viva Glint features, we post as soon as new features are availa
## Languages supported by Copilot in Viva Glint
-Copilot in Viva Glint comment summarization is available in all languages supported by Microsoft Copilot (https://support.microsoft.com/office/supported-languages-for-microsoft-copilot-94518d61-644b-4118-9492-617eea4801d8). The admin still needs to interact with the program in English.
-
-For the best feedback, encourage your employees to leave comments in their native language.
-
-Copilot in Viva Glint comment summarization is available in most languages supported by Microsoft 365 Copilot. The admin still needs to interact with the program in English.
+Copilot in Viva Glint comment summarization is available in all languages supported by Viva Glint. The user still needs to interact with the program in English.
For the best feedback, encourage your employees to leave comments in their native language.
> [!NOTE]
-> [Microsoft 365 Copilot currently supports these languages](https://support.microsoft.com/office/supported-languages-for-microsoft-copilot-94518d61-644b-4118-9492-617eea4801d8). Copilot in Viva Glint may not support all of the languages listed on this page. Support for all languages is on the roadmap. Your platform informs you of which languages are available for your programs.
+> [Microsoft 365 Copilot currently supports these languages](https://support.microsoft.com/office/supported-languages-for-microsoft-copilot-94518d61-644b-4118-9492-617eea4801d8). Copilot in Viva Glint may not support all of the languages listed on this page. Your platform informs you of which languages are available for your programs.
## How can my organization use Microsoft 365 Copilot in Viva Glint?
@@ -73,7 +68,8 @@ Copilot in Viva Glint answers queries related to your comment data in Glint, suc
Microsoft 365 Copilot in Viva Glint can be used across roles
-Use Copilot in Viva Glint for admins, HR leaders, org leaders, and managers.
+### Use Copilot in Viva Glint for admins, HR leaders, org leaders, and managers
+
- **Admins and HR** can use Copilot in Viva Glint to summarize large sets of data, allowing this group to quickly find key insights and support ad-hoc requests from stakeholders.
- **Org leaders** can use Copilot in Viva Glint to summarize comments for their teams. They can uncover similarities and unique needs based on comments people are leaving using prompts and filters for different populations across their org.
- **Managers** can use Copilot in Viva Glint to get access to comment summarization services. Managers can quickly uncover comments bundled by common subject matter or theme, identifying areas to explore deeper in their ACT conversations.
@@ -97,6 +93,7 @@ Copilot in Viva Glint gives you the flexibility to roll out to one or many user
### Deployment considerations
Think about:
+
- **Current usage** – does your rollout group have experience with Viva Glint?
- **Comment count** – do you expect a high number of comments?
- **Survey timing** – can you align with an upcoming survey?
From 3d1b0d8ae602b963f2bdbcad4eec29de224872ee Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Thu, 14 Nov 2024 16:17:36 -0500
Subject: [PATCH 29/58] Update copilot-managers.md
---
Viva/glint/setup/copilot-managers.md | 36 ++++++++++++++++------------
1 file changed, 21 insertions(+), 15 deletions(-)
diff --git a/Viva/glint/setup/copilot-managers.md b/Viva/glint/setup/copilot-managers.md
index 39d9e08c94..68e5cdf6ee 100644
--- a/Viva/glint/setup/copilot-managers.md
+++ b/Viva/glint/setup/copilot-managers.md
@@ -16,7 +16,7 @@ search.appverid: MET150
ms.topic: article
ms.service: viva-glint
ms.localizationpriority: high
-ms.date: 11/16/2024
+ms.date: 11/15/2024
---
# How managers use Microsoft 365 Copilot in Viva Glint
@@ -28,21 +28,19 @@ Share this guidance with your managers:
## Look at the big picture before using Copilot in Viva Glint
-Use your Glint [Team Summary dashboard](https://go.microsoft.com/fwlink/?linkid=2231210) to review the data collected from your most recent survey. Look at the [Top Strengths and Top Opportunities](https://go.microsoft.com/fwlink/?linkid=2231116) for your team, as well as the other summaries on your dashboard.
+Use your Glint [Team Summary dashboard](/viva/glint/reports/managers-use-team-summary-dashboard) to review the data collected from your most recent survey. Look at the [Top Strengths and Top Opportunities](/viva/glint/reports/managers-use-team-summary-dashboard) for your team, as well as the other summaries on your dashboard.
-Now, access Copilot in Viva Glint in one of these ways:
-- Log into the Glint dashboard and select the **Copilot** button.
-- Navigate to **Reports** on the top menu bar and use Copilot in Viva Glint for a specific report.
+There are two different experiences
+- Initial: This experience includes onboarding instructions for a manager using Copilot for the first time
+- All Copilot in Viva Glint experiences after the initial use
->[!IMPORTANT]
->Copilot in Viva Glint can summarize comments on any report.
+## First-time user experience for Copilot in Viva Glint
+1. Select the Copilot symbol.
-:::image type="content" source="../../media/glint/setup/copilot-access-button.png" alt-text="Screenshot of how to access Copilot in Viva Glint from the Glint dashboard." lightbox="../../media/glint/setup/copilot-access-button.png":::
+:::image type="content" source="../../media/glint/setup/introducing-copilot.png" alt-text="Screenshot of how learn more about Copilot in Viva Glint from your platform." lightbox="../../media/glint/setup/introducing-copilot.png":::
-## There are two different Copilot in Viva Glint experiences
-- Initial - This experience includes onboarding instructions for a manager using Copilot for the first time
-- All Copilot in Viva Glint experiences after the initial use
+:::image type="content" source="../../media/glint/setup/copilot-access-button.png" alt-text="Screenshot of how to access Copilot in Viva Glint from the Glint dashboard." lightbox="../../media/glint/setup/copilot-access-button.png":::
## First-time user experience for Copilot in Viva Glint
@@ -52,13 +50,21 @@ Now, access Copilot in Viva Glint in one of these ways:
2. Review the content provided and select **Next** to reveal the Comments pane.
3. Review the guidance and select **Next**.
-4. Now, **Try Copilot!**
+4. Experiment with Copilot!
+
+Now, access Copilot in Viva Glint in one of these ways:
+
+- Log into the Glint dashboard and select the **Copilot** button.
+- Navigate to **Reports** on the top menu bar and use Copilot in Viva Glint for a specific report.
+
+>[!IMPORTANT]
+>Copilot in Viva Glint can summarize comments on any report.
- :::image type="content" source="../../media/glint/setup/copilot-try.png" alt-text="Screenshot of the Try Copilot button.":::
+:::image type="content" source="../../media/glint/setup/copilot-try.png" alt-text="Screenshot of the Try Copilot button.":::
-## Copilot quick tips for managers
+## Copilot quick tips for managers START HERE
-Use these tips to understand and act on employee feedback quickly.
+Use these tips to understand and act on employee feedback quickly:
|Recommendation|Benefit|
|-----------|----------|
From dc77df01dff6ec7aaf6a84659f520717bc298d1f Mon Sep 17 00:00:00 2001
From: Gary Moore <5432776+garycentric@users.noreply.github.com>
Date: Thu, 14 Nov 2024 13:18:42 -0800
Subject: [PATCH 30/58] Reset glint/setup/copilot-privacy.md to the version in
origin/main
---
Viva/glint/setup/copilot-privacy.md | 86 +++++++----------------------
1 file changed, 21 insertions(+), 65 deletions(-)
diff --git a/Viva/glint/setup/copilot-privacy.md b/Viva/glint/setup/copilot-privacy.md
index 169b45519c..8fedfd62e6 100644
--- a/Viva/glint/setup/copilot-privacy.md
+++ b/Viva/glint/setup/copilot-privacy.md
@@ -1,5 +1,5 @@
---
-title: Data, privacy, and security compliance for Microsoft 365 Copilot in Viva Glint
+title: Data, privacy, and security compliance for Microsoft 365 Copilot in Viva Glint (preview)
description: Microsoft 365 Copilot in Viva Glint summarizes survey comments and employee suggestions to help organizational leaders and managers quickly identify top issues and themes from comments.
ms.author: JudithWeiner
author: JudyWeiner
@@ -16,86 +16,42 @@ search.appverid: MET150
ms.topic: article
ms.service: viva-glint
ms.localizationpriority: high
-ms.custom: CELA-approved
-ms.date: 11/16/2024
+ms.date: 09/12/2024
---
-# Data, privacy, and security compliance for Microsoft 365 Copilot in Viva Glint
+# Data, privacy, and security compliance for Microsoft 365 Copilot in Viva Glint (preview)
-[Copilot in Viva Glint](/viva/glint/copilot/copilot-admin-intro) summarizes survey comments and employee suggestions to help organizational leaders and managers quickly identify top issues and themes from comments. This article covers how data privacy and security is handled for Copilot in Viva Glint.
+> [!NOTE]
+> This feature is available to preview customers only, beginning on June 29, 2024. Features described here are subject to change.
-## Foundations, security, and compliance
+## What is Microsoft 365 Copilot in Viva Glint?
-**Q: How does Microsoft 365 Copilot in Viva Glint work in the backend?**
+[Copilot in Viva Glint](https://go.microsoft.com/fwlink/?linkid=2274070) summarizes survey comments and employee suggestions to help organizational leaders and managers quickly identify top issues and themes from comments. This article covers how data privacy and security is handled for Copilot in Viva Glint.
-**A:** Copilot in Viva Glint uses Large Language Model (LLM) technology, which allows users to perform language-based tasks by entering prompts in natural languages. Microsoft uses these LLMs to match users’ prompts to a set of metrics and stories. A story is a product-defined group of calculations, which is based on metrics, aggregations, and other variables.
+## How does this work in the backend?
-**Q: Does Microsoft 365 Copilot in Viva Glint use customer data to train?**
+Copilot in Viva Glint uses Large Language Model (LLM) technology, which allows users to perform language-based tasks by entering prompts in natural languages. Microsoft uses these LLMs to match users’ prompts to a set of metrics and stories. A story is a product-defined group of calculations, which is based on metrics, aggregations, and other variables.
+Copilot in Viva Glint doesn’t use customer data to train the LLM.
-**A:** No. Copilot in Viva Glint doesn’t use customer data to train any models. Instead, Copilot in Viva Glint employs generically trained LLM models and supplies the necessary grounding data and context for each request. For this reason, each user's Copilot responses are generated only from their accessible data and current survey results. Users can only access information they have permission to view in Glint, such as dashboards, reports, or exports.
+## What does Copilot in Viva Glint use to generate its responses?
-**Q: Does Microsoft 365 Copilot in Viva Glint store any personal data?**
+Copilot in Viva Glint filters and summarizes comments by accessing customer-uploaded employee attributes from your organization’s Human Resources Information System (HRIS) file.
-**A:** No. Copilot in Viva Glint doesn’t process or store any personal data. Copilot in Viva Glint doesn’t know which employee submitted a survey response or comment.
+## Does Copilot in Viva Glint save or store any of the data it uses in summaries?
-**Q: Does Microsoft 365 Copilot in Viva Glint save or store data used in summaries?**
+Copilot in Viva Glint doesn’t store any end user’s prompts. It follows the security and compliance for data usage practices in place for Viva Glint. Copilot in Viva Glint saves only the metadata for each API call, such as the date and time of each prompt. The meta log can only be accessed by Glint developers.
-Yes. Copilot in Viva Glint saves and stores comments summarization. It follows the security and compliance for data usage practices in place for Viva Glint so the saved data isn't traceable to a respondent. Copilot in Viva Glint saves only the metadata for each API call, such as the date and time of each prompt. The meta log is only accessed by Glint developers.
+## How does Copilot in Viva Glint integrate with other Viva apps?
-**Q: How does Copilot in Viva Insights comply with GDPR and other privacy regulations?**
+Copilot in Viva Glint is confined to Viva Glint, and its functionality is distinct from other Microsoft 365 Copilots. Copilot in Viva Glint doesn’t interact with Microsoft 365 Copilot, Microsoft Graph, or any other Microsoft 365 services.
-**A:** See [GDPR and Generative AI: A Guide for Public Sector Organizations](https://wwps.microsoft.com/blog/GDPR-GenAI) and [Read our publicly shared privacy policy](/../../viva/glint/setup/viva-glint-privacy).
+Copilot in Viva Glint can interact with other non-Copilot integrations your organization enables for Viva Glint.
-**Q: Can conclusions be drawn about individual employees based on the summaries or displays in Microsoft 365 Copilot in Viva Glint?**
+## How does Copilot in Viva Insights comply with GDPR and other privacy regulations?
-**A:** Copilot only summarizes comments that the user is already authorized to see in Glint. No other insights about individual employees can be inferred beyond what is stated in those comments.
-
-**Q: If employees name a manager within their comments, can that manager's name be displayed in the Microsoft 365 Copilot in Viva Glint response?**
-
-**A:** If a manager’s name is included in the comments, it's possible their name could appear in a Copilot in Viva Glint summary. Customers can redact or quarantine comments in Glint, so Copilot can't use redacted comments for summarization. [Flag Sensitive comments in Viva Glint | Microsoft Learn] (/viva/glint/setup/glint-sensitive-comments)
-
-**Q: How is bias mitigated?**
-
-**A:** Copilot is tested with realistic dummy data and human subject matter experts to evaluate the accuracy and relevance of the Copilot responses. Evaluation results are used in an improvement feedback loop to update the LLM instructions to improve the accuracy and relevance of the results and to mitigate any detected biases.
-
-**Q: How is Microsoft 365 Copilot better than ChatGPT when it comes to summarizing comments?**
-
-**A:** **Security and Privacy** - We know that customers are tempted to use AI tools like the publicly available ChatGPT - or even their own company’s AI - to analyze survey comments. ChatGPT doesn't follow confidentiality thresholds the customers set in Glint. Copilot in Viva Glint strictly follows Microsoft’s and Glint’s privacy, security, and confidentiality protection for customers’ data.
-
-## Data processing
-
-**Q: What customer data does Copilot in Viva Glint process?**
-
-**A:** Copilot in Viva Glint filters and summarizes comments by accessing customer-uploaded employee attributes from your organization’s Human Resources Information System (HRIS) file.
-
-Copilot in Viva Glint processes only HR attribute values and survey comments that the user has permissions to view on their Glint dashboard.
-
-
**Q: How is data transferred between Microsoft Copilot in Viva Glint and Microsoft 365 Copilot?**
-
-**A:** Copilot in Viva Glint uses Microsoft 365 LLM technology to process customer data. Microsoft 365 LLM technology follows Microsoft’s security and privacy standards.
-Furthermore, data isn't transferred between US and EU servers.
-
-
**Q: Does Microsoft 365 Copilot in Viva Glint share data with other Microsoft 365 Copilots?**
-
-**A:** No. Copilot in Viva Glint doesn't share data with any other Microsoft 365 Copilot applications.
-
-
**Q: Can Microsoft 365 Copilot in Viva Glint access customer data from the M365 Graph?**
-
-**A:** No. Copilot in Viva Glint doesn't have access to customer data with any other Microsoft 365 Graph.
-
-
**Q: Does Microsoft 365 Copilot in Viva Glint surface information from the public internet?**
-
-**A:** No. Copilot in Viva Glint doesn’t access the public internet to generate responses.
-
-
**Q:Can conclusions be drawn about individual employees based on the summaries or displays in Microsoft 365 Copilot in Viva Glint?**
-
-**A:** Copilot in Viva Glint only summarizes comments that the user is authorized to see in Glint. No other insights about individual employees are inferred beyond what is stated in those comments.
-
-## Integration with other Microsoft Viva applications
-
-
**Q: How does Copilot in Viva Glint integrate with other Viva apps?**
-
-**A:** Copilot in Viva Glint is confined to Viva Glint, and its functionality is distinct from other Microsoft 365 Copilots. It doesn’t interact with Microsoft 365 Copilot, Microsoft Graph, or any other Microsoft 365 services. Copilot in Viva Glint can interact with other non-Copilot integrations your organization enables for Viva Glint.
+Copilot in Viva Glint follows the same privacy practices employed by Viva Glint. For details, see [Delete user data from Viva Glint](/../../viva/glint/setup/delete-user-data) and [Understand how privacy works in Microsoft Viva](/../../viva/viva-privacy).
+ - See also [GDPR and Generative AI: A Guide for Public Sector Organizations](https://wwps.microsoft.com/blog/GDPR-GenAI).
+ - [Read our publicly shared privacy policy](/../../viva/glint/setup/viva-glint-privacy).
## More information
From baf11b1c17637cdc5946a1f772f281347354d5dd Mon Sep 17 00:00:00 2001
From: Gary Moore <5432776+garycentric@users.noreply.github.com>
Date: Thu, 14 Nov 2024 14:05:27 -0800
Subject: [PATCH 31/58] Reset /glint/copilot/admin-enable.md to version in
origin/main
---
Viva/glint/copilot/admin-enable.md | 8 ++++----
1 file changed, 4 insertions(+), 4 deletions(-)
diff --git a/Viva/glint/copilot/admin-enable.md b/Viva/glint/copilot/admin-enable.md
index 4f2d57f498..8cae4377dc 100644
--- a/Viva/glint/copilot/admin-enable.md
+++ b/Viva/glint/copilot/admin-enable.md
@@ -1,5 +1,5 @@
---
-title: Administrator enablement for Microsoft 365 Copilot in Viva Glint
+title: Administrator enablement for Microsoft 365 Copilot in Viva Glint (preview)
description: Administrators enable Microsoft 365 Copilot in Viva Glint.
ms.author: JudithWeiner
author: JudyWeiner
@@ -19,7 +19,7 @@ ms.localizationpriority: high
ms.date: 09/12/2024
---
-# Administrator enablement for Microsoft 365 Copilot in Viva Glint
+# Administrator enablement for Microsoft 365 Copilot in Viva Glint (preview)
Prerequisites to enabling Microsoft 365 Copilot in Viva Glint:
- You have at least one Recurring or Ad hoc survey administered or closed on the Viva Glint platform
@@ -29,8 +29,8 @@ Admins enable Copilot in Viva Glint. Microsoft privacy policies prohibit Copilot
Assign yourself and others using Copilot in Viva Glint to a new User Role. Create the new User Role with access to the Comments Report enabled. Add that User Role to the survey [**Reporting** page](https://go.microsoft.com/fwlink/?linkid=2285645) in **Program Summary**.
-> [!IMPORTANT]
-> Users without access to the Comment Report can't access Copilot in Viva Glint.
+>[!IMPORTANT]
+>Users without access to the Comment Report can't access Copilot in Viva Glint.
## Grant Comment Report permission
From 60194de0a3c699960e86b23e657337e3bc35b46f Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Fri, 15 Nov 2024 07:41:11 -0500
Subject: [PATCH 32/58] Update copilot-managers.md
---
Viva/glint/setup/copilot-managers.md | 2 +-
1 file changed, 1 insertion(+), 1 deletion(-)
diff --git a/Viva/glint/setup/copilot-managers.md b/Viva/glint/setup/copilot-managers.md
index 68e5cdf6ee..051563756b 100644
--- a/Viva/glint/setup/copilot-managers.md
+++ b/Viva/glint/setup/copilot-managers.md
@@ -21,7 +21,7 @@ ms.date: 11/15/2024
# How managers use Microsoft 365 Copilot in Viva Glint
-Managers with Microsoft 365 Copilot in Viva Glint have access to comment summarization. Managers see comments bundled by common subject matter, easily identifying themes and guidance to explore in [ACT conversations](https://go.microsoft.com/fwlink/?linkid=2234345).
+Managers with Microsoft 365 Copilot in Viva Glint have access to comment summarization. Managers see comments bundled by common subject matter, easily identifying themes and guidance to explore in [ACT conversations](/viva/glint/reports/take-action-team-conversations).
Copilot in Viva Glint suggests items that are relevant to your data set and helps you explore and dig deeper. In-platform prompts provide multiple options for generating data summaries.
Share this guidance with your managers:
From ab5beda2df74c4286953e4b6ea7c387b8b63d639 Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Fri, 15 Nov 2024 07:49:20 -0500
Subject: [PATCH 33/58] Update copilot-managers.md
---
Viva/glint/setup/copilot-managers.md | 19 +++++++++----------
1 file changed, 9 insertions(+), 10 deletions(-)
diff --git a/Viva/glint/setup/copilot-managers.md b/Viva/glint/setup/copilot-managers.md
index 051563756b..84d2a45978 100644
--- a/Viva/glint/setup/copilot-managers.md
+++ b/Viva/glint/setup/copilot-managers.md
@@ -30,14 +30,13 @@ Share this guidance with your managers:
Use your Glint [Team Summary dashboard](/viva/glint/reports/managers-use-team-summary-dashboard) to review the data collected from your most recent survey. Look at the [Top Strengths and Top Opportunities](/viva/glint/reports/managers-use-team-summary-dashboard) for your team, as well as the other summaries on your dashboard.
-There are two different experiences
+There are two different experiences:
+
- Initial: This experience includes onboarding instructions for a manager using Copilot for the first time
- All Copilot in Viva Glint experiences after the initial use
-## First-time user experience for Copilot in Viva Glint
-1. Select the Copilot symbol.
-:::image type="content" source="../../media/glint/setup/introducing-copilot.png" alt-text="Screenshot of how learn more about Copilot in Viva Glint from your platform." lightbox="../../media/glint/setup/introducing-copilot.png":::
+
:::image type="content" source="../../media/glint/setup/copilot-access-button.png" alt-text="Screenshot of how to access Copilot in Viva Glint from the Glint dashboard." lightbox="../../media/glint/setup/copilot-access-button.png":::
@@ -46,10 +45,12 @@ There are two different experiences
1. Select the **Copilot** symbol.
- :::image type="content" source="../../media/glint/setup/copilot-symbol.png" alt-text="Screenshot of how to access Copilot in Viva Glint for the first use.":::
+:::image type="content" source="../../media/glint/setup/introducing-copilot.png" alt-text="Screenshot of how to learn more about Copilot in Viva Glint." lightbox="../../media/glint/setup/introducing-copilot.png":::
2. Review the content provided and select **Next** to reveal the Comments pane.
+
3. Review the guidance and select **Next**.
+
4. Experiment with Copilot!
Now, access Copilot in Viva Glint in one of these ways:
@@ -57,12 +58,10 @@ Now, access Copilot in Viva Glint in one of these ways:
- Log into the Glint dashboard and select the **Copilot** button.
- Navigate to **Reports** on the top menu bar and use Copilot in Viva Glint for a specific report.
->[!IMPORTANT]
->Copilot in Viva Glint can summarize comments on any report.
-
-:::image type="content" source="../../media/glint/setup/copilot-try.png" alt-text="Screenshot of the Try Copilot button.":::
+> [!TIP]
+> Copilot in Viva Glint can summarize comments on any report in any Ad hoc or Recurring survey.
-## Copilot quick tips for managers START HERE
+## Copilot quick tips for managers
Use these tips to understand and act on employee feedback quickly:
From 663b54bb63c4255f1428e3f77b024b9437445de8 Mon Sep 17 00:00:00 2001
From: Judy Weiner <141166658+JudyWeiner@users.noreply.github.com>
Date: Fri, 15 Nov 2024 07:53:59 -0500
Subject: [PATCH 34/58] Update copilot-managers.md
---
Viva/glint/setup/copilot-managers.md | 14 ++++----------
1 file changed, 4 insertions(+), 10 deletions(-)
diff --git a/Viva/glint/setup/copilot-managers.md b/Viva/glint/setup/copilot-managers.md
index 84d2a45978..473426dc93 100644
--- a/Viva/glint/setup/copilot-managers.md
+++ b/Viva/glint/setup/copilot-managers.md
@@ -35,12 +35,6 @@ There are two different experiences:
- Initial: This experience includes onboarding instructions for a manager using Copilot for the first time
- All Copilot in Viva Glint experiences after the initial use
-
-
-
-
-:::image type="content" source="../../media/glint/setup/copilot-access-button.png" alt-text="Screenshot of how to access Copilot in Viva Glint from the Glint dashboard." lightbox="../../media/glint/setup/copilot-access-button.png":::
-
## First-time user experience for Copilot in Viva Glint
1. Select the **Copilot** symbol.
@@ -67,11 +61,11 @@ Use these tips to understand and act on employee feedback quickly:
|Recommendation|Benefit|
|-----------|----------|
-|Browse ready-to-use prompts| Prompt guide proactively suggests questions to get you started on data exploration.|
-|Experiment writing your own prompts| Try writing your own prompts on different topics, items, and demographic groups. If a prompt doesn’t work right away, rephase it.
+|Browse ready-to-use prompts| Prompt guide proactively suggests questions to get you started on data exploration.|
+|Experiment writing your own prompts|Try writing your own prompts on different topics, items, and demographic groups. If a prompt doesn’t work right away, rephrase it.
|Bundle requests into a single prompt|Follow-up questions aren’t currently supported. Instead, ask multi-step prompts, including your anticipated follow-up question.
-|Keep queries to Viva Glint dataCopilot in Viva Glint doesn’t access data beyond what is in your dashboard.
-|Be specific on your prompt wording|The more detailed your prompt, the more likely Copilot in Viva Glint thoroughly interprets the intent.
+|Keep queries to Viva Glint data|Copilot in Viva Glint doesn’t access data beyond what is in your dashboard.
+|Be specific on your prompt wording|The more detailed your prompt, the more likely Copilot in Viva Glint accurately interprets the intent.
> [!IMPORTANT]
> For the most relevant summary results, include specific question titles, demographic attributes, prescriptive comments, or any other available Glint report filters in your Copilot in Viva Glint prompt.
From 290b19ee9a2926ebe080394b9d6b8f57e4230d2b Mon Sep 17 00:00:00 2001
From: Padma Jayaraman