I’m often asked about how to best use the Survey tool in HCL Connections to set up questionnaires or polls. Rules often play an important role and often cause questions. So to document how I do this (for myself as well as others who might benefit), I will write down a few tips below.
Where do you find Rules?
How do you see which rule applies to which question?
How do you set up to and show an additional text box when an ‘Other’ option is selected?
How do you set up a rule to show a text when an answer is right and a different one on when an answer is wrong? (conditional showing)
“That’s the whole problem with usability in a nutshell. What developers THINK is intuitive is not the same as what users perceive as intuitive. It’s not the developer that decides what is intuitive, it’s the user.“
What followed was a good humored banter between me (playing users advocate) and a bunch of hardcore developers. With replies like:
In IBM Connections one of the most used options is Activities. A great way to manage and organize information and to do’s around a common task. Especially when using in combination with the Kudos Boards Add-in from ISW which makes it one of the strongest and most used features of IBM Connections (yep a shameless plug, but seriously, it IS the best Add-in for IBM Connections and if your organization isn’t using it you should definitely take a look at it) .
However, Activities also has it’s challenges…
Working for a customer on creating some documentation I found the following.
In Community Activities you have the option to limit what community members can do and you can even assign specific rights to specific community members. Great! But…
In my work a big part of what I do is to explain both the reasons as well as the interface of IBM Connections. Why? Well because once you get the hang of it it’s not that hard but to a newbie user who opens it up for the first time it can be very daunting and alien.
Wow! Now I heard the story two weeks ago at Social Connections where Ephox EditLive! was one of the sponsors but didn’t have time to take a good look at what it was they actually offered. “A better richtext editor for your Connections environment…” Right, have to admit that really didn’t get me excited right there and then. The richtext editor as I know it worked pretty well… or did it?!?
Well tonight I know better. Our Administrator posted a status update earlier today saying he had installed it on our environment and curious as I am I immediately tried it out. On opening any richtext input field within the IBM Connections environment the EditLive! plug-in loads instead of the normal richtext editor so users don’t have to do a thing except for approving the use of the plug-in on first open.
The first thing I noticed: IT SUPPORTS RIGHT MOUSE CLICK SPELL CHECK ACCESS! Ok, yes I know, perhaps not the most important for all but to someone who’s switching between two languages constantly a vital element of text editing and one of the most irritating things in IBM Connections today. Sure, the standard text editor will highlight wrongly spelled words but right mouse clicking it will not list alternatives, it will give you a ‘paste’ option…
Well in the EditLive! text editor it does work, listing me alternatives and even synonyms. That in itself was enough to get me very excited. Even more excited I got after realizing it adds a host of other great features. Things like “Track changes”, image editing and in-line comments.
So I’m more than curious now, can’t wait to test this further but I must say I’m impressed! This is going to be a great add-on for any IBM Connections environment and I can recommend anyone to give this Beta a try.
I had an interesting discussion about Sametime earlier this week after I told someone I had been doing trainings all week to users about the new Sametime Meetings options they get with Sametime Standard. The other person didn’t think much of Sametime but asking through it turned out he really didn’t know what it had to offer either.
I really like the ease that Sametime Meetings has. It’s a very basic interface, which is great with users who have no clue (the less buttons, the less they can screw up) but it also has some very strong and nice features that I really love:
1. The option to have participants record the meeting themselves. This saves a lot on large data files having to be shared later on as well as stress for the presenter about having to think about it.
2. The option to set specific types of entries in the side chat. This way input gets categorized as you go and you can filter what types of updates you want to see by selecting the view options and selecting the appropriate filter. By getting questions being asked through the “Questions” option and setting the filter to show ‘questions only’ a presenter can easily keep track of what questions are being asked and by whom and address them without being distracted by other chatting or note taking going on.
3. Which brings me to the next feature: the option to mark an item in the discussion list as a “starred item” to draw attention to it or as an “answered” question. Both the participant as well as presenter have the ability to do this by simply clicking the icon in front of the entry and changing it to the appropriate option. This allows for easy management of still open issues and questions as well as categorizing.
4. Which then can be used to create a meeting report through the option “Room tools” – “Meeting report”. This one I especially love as it is an instant and easy way to get a quick overview of everything that went on during the meeting. The meeting report lists:
the room details (url / owner / name)
all participants with the times they were logged in
all communication going on in the Discussion side window by type so already categorized into “Meeting minutes”, “actions”, etc.
any polls with their results
the displayed content (documents & screen shares)
any recordings made by any of the participants.
So all in all I really like the Sametime Standard meeting options. The above are just a few, there are more, like the polling option but these really set it apart for me.
And it can be used both on-premises as well as in the cloud. The new meeting functionality is fully enabled on the IBM Smartcloud environment and can be tried there for free for 60 days. After that a stand alone web meetings account will cost you $5 a month and allows you to set up meetings that can host up to 200 participants. Similar options on either GoTo meeting or WebEx will cost you 10 times as much at least. Ok granted, you will get some additional features with those services that Sametime doesn’t offer but the question is: do you really need those or will they just confuse your users?
I think Sametime really is a great option for a lot of us there and definitely worth a look!
Every now and again you learn about a new functionality or option in your favorite software that has been there for a while and you really should have know about but simply didn’t… And although you love it as soon as you learn about it, it also bugs the hell out of you that you didn’t learn it before!
Well here it is, my gem of the week:
In Lotus Notes mail if you want to set the default font for new messages simply create a new mail, create some text according to the font, color and size you want and click the [Text]; [Set current font as mail Default]. It will automatically update your basic font settings to reflect your new preferred settings. So simple and yes, so easy.
I don’t know how I could have not known about this one! Especially as it has been in Lotus Notes since version 8.5.2 apparently, but as I do right now I can’t help but write it down. Perhaps someone else missed or forgot about this one too and could use a reminder 🙂
Like everyone else I’ve been excited to find out all the little and big new features IBM Connections 4 has to offer and even though I’ve been Beta testing it for months I’m still finding new little gold nuggets of functionality each day. One that I came across while looking at Luis Benitez‘ video of new features in IBM Connections 4 is the drag and drop in the files section of the browser to upload new files or versions (at approximately at 2:50). I love it!
It makes it so much easier to upload files as you don’t have to first click a button and navigate to the file location anymore. On drop of the file or files (yes multiple works too!) it will automatically prompt you for tags and sharing options. Giving you the option to share it immediately with individuals or communities. Even better is that it also recognizes files that are already uploaded in your files section, prompting you to save the new version either as a version or with a rename.
This same functionality was already available through the Windows desktop plugin and the Lotus files plug-in that also allows drag & drop and automatic recognition of new versions but lets face it not everyone wants to install plugins and add-ins and sometimes it’s simply not even an option (try installing the Windows desktop plugin on your Mac!). With this you don’t have to, simply open your ‘My Files’ section and drag&drop your file or files in. It works like a charm!
And it turns out this doesn’t just works on Greenhouse or your on premises install of IBM Connections 4 but on Smartcloud as well (thanks to Erik Vos who alerted me to this!). This nifty little functionality is absolutely one of my favorite new functionalities of IBM Connections. What is yours?
Interesting discussion this morning with Sharon Bellamy on availability. If you put your Sametime on ‘Do Not Disturb’ the system will offer you to send an e-mail instead.
So how is that not disturbing? Isn’t sending an e-mail just another way of demanding attention and a reply?
Funny, I always thought it to be a good alternative but at the same time I realize that most people who put their Sametime on ‘Do Not Disturb’ and instead get an e-mail from someone will (if they haven’t deactivated that) get an audible or visible ‘New mail’ indicator about just as fast as they would see the chat window popping up. Demanding their attention and distracting them from what it was they were doing, that caused them to put the Sametime on ‘Do Not Disturb’ in the first place…
Why do we see the ‘Do Not Disturb’ indication on Sametime as just a ‘Do Not Chat’ and not as a (like it actually says) indication of us not wanting to be disturbed in any way…even if by mail? Or should we change that text to ‘Not available for chat’ instead?
Nice example of how the internet and hyper-connectability is really changing our perception of language concepts.
Yesterday I signed up for the life web coverage of the exciting unveiling of the new IBM PureSystem which was hosted not by IBM but by external virtual event organizer Unisfair. Nothing wrong there. Each to its own and they are probably better in organizing these kind of things, but….
I have two pet peeves with how they organized it:
1. At registration you could indicate whether IBM & Affiliates are allowed to contact you by mail, phone or postal mail. I deselected all entries and saved. Guess what. Postal mail and Phone were automatically selected anyway which I saw in a flash while the page was saving. Even logging in and editing the settings does not allow you to deselect this. Sure, it will look deselected but save, switch page and come back and it’s selected again (and yes, I cleared my cache).
Big interface No No here. Even if that is actually saved as deselected you should never show it as selected as it is confusing and misleading. If it is saved as an approval then even worse, don’t give a user an option that really isn’t an option!
2. The second one (and yeah, I know I’m nitpicking here) is that when you organize an event for a major player like IBM and require the attendees to registeryou should at least make sure you know that customers products. So don’t send out a registration message with an “Outlook reminder” option….. sigh
Big issues? No, the first one I simply corrected by changing my info to fictional data and the second one… Well… I’m probably one of the few that even noticed.
But…. it does influence my feeling about the whole thing and makes me distrusting of it all. So if you use external companies to organize events and campaigns for you, make sure they obey to the same standards you do, are familiar with your products and don’t call out competitors products in their communications to your customers. The same goes for organizers. Know your client! It really doesn’t take much now a days for customers to get weary and distrusting on the Internet and that can directly impact the brand as well as you as an organizer….