This topic describes the processes for configuring and using the Composite Engagement Score (CES) tool. These processes are found in the following sub-topics:
- Preparing for CES
- Configuring and Running CES
- Using CES Results
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Understanding the CES Views
- About the All CES by Run View
- About the All CES Plans View
- About the All CES Scores View
- About the Average CES for Association View
- About the Average CES by DOB View
- About the Average CES by Member Type View
- About the Average CES by State View
- About the CES Points Prompt View
- About the CES Score History View
- About the CES Scores Prompt View
- About the CES Stars View
- About the Points with KPI View
- About the Specialists View
- About the Star Performers View
- About the Star Performers Prompt View
- Understanding CES Forms
Aptify 5.5.2 adds the CES tool to the applications that are available to install in your Aptify environment during system setup. The CES application can be used by an organization to measure engagement of its membership, both at a given point in time and over longer intervals. CES is flexible enough to accommodate a variety of inputs that drive the aggregate score and allow for changes in its calculation method over time, all while providing a mechanism for historical comparison.
The following screenshot shows an example of the default CES Dashboard:
The CES application contains the following services:
- CES Plans
- CES Points
- CES Scores
- Companies
- External Systems
- Key Performance Indicators
- KPI Formulas
- KPI Results
- KPI Unit Types
- Person External Accounts
- Persons
- Social Stream
- Web Groups
- Web Modules
- Web Users
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