Survey results and an action planning tool are available from the staff opinion survey vendor, Morehead Associates. Go to the Morehead Associates website at http://www.moreheadassociates.com. Click on the Login button in the upper right-hand corner of the page.

To login enter the user name “ucsf06” in the user name field. Enter the password which you were provided via email in the password field. Click on the Go button.

To see the survey results for your survey unit, click on the Survey Results in the middle of the online client services page.

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Opinion Surveys &Consulting

You will see either three or four types of reports, depending on the reports to which you have access: Standard Reports

• The report for your survey unit will be listed. If fewer than five survey responses were received, the link will not be active.

• (optional) Reports for survey units whose managers report to you and rollup reports, if any.

• The report for all of UCSF. (optional) Comparison Reports

• (optional) Reports comparing results based on your rollup reports. Readiness Reports

• The report for all of UCSF. • The report for either all the campus or all the Medical Center, depending on the

organization of which you are a part. • (optional) The report for your survey unit will be listed. If fewer than five survey

responses were received, the link will not be active. • (optional) Reports for survey units whose managers report to you and rollup reports, if

any. Additional Reports

• (optional) Comparison Report Details • (optional) Rollup Contents Report • (optional) Comment reports • Overall Organization, Additional Norms 1 • Understanding Your Survey Results • WBAP User’s Guide

To use the action planning tool click on the Action Planning link.

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Opinion Surveys &Consulting To create or update an action plan, click on the Create/Update Your Plans link.

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To create a new action plan, enter the staff opinion survey question number in the “Enter Item Number” box or click on the “Item List” link to see a list of survey questions and choose a question from the list by clicking on it. Click on the Create Plan button.

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Enter detailed information that more specifically defines the issue in the “Define the Issue” box. Enter information about the specific goal in the “Our Goal” box. Enter a description of how improvements will be measured in the “Overall Measure of Success” box. Choose a plan type based on the question domain from the dropdown box. The choices are Work Unit, Organization, or Manager. Enter the completion date in month/day/year format for the plan in the “Project Completion Date” box. Click on the Continue button to create the plan.

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Click on the Add a Step button to add each task in the action plan. Enter a description of the step, the name of the person responsible for ensuring that the step is completed, how success for the step will be measured, and the projected completion date.

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To save a draft version of the plan, click on the “Save Draft” button. When you are ready to submit the plan for review, click on the “Submit Completed Plan” button.

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To edit a step, click on the step name.

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To delete a step, click on the “Del” link next to the name of the step.

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To edit an action plan, click on the name of the plan in the list at the bottom of the page.

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To delete an action plan click on the “Del” link next to the plan name in the list at the bottom of the page.

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Be sure to log out when you are finished by clicking on the “Log Out” button at the upper right of the page.

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