Skip to content
English
Contact Support
Go to Prosci.com
  • There are no suggestions because the search field is empty.

Impacted Groups

In the Impacted Groups section of Proxima, a practitioner can begin defining the change impact by adding impacted groups and assessing the change impact to determine the change management strategy needed to support individuals through the change.

How do I add an impacted group? 

  1. Click on [Impacted Groups] from the side-navigation panel. 
  2. Click on [+ Add Impacted Group] button and add the group name and number of people in the group.
  3. Click [Save] or click [Save and Create Another] to add multiple Impacted Groups.  

What assessments are available at the impacted group level?  

  1. Change Impact Assessment (Yesterday-Tomorrow and 10 Aspects of Change Impact)
  2. ADKAR Assessments
  3. Risk Assessment by Group

How do I complete these assessments for my impacted groups?  

  1. From the Impacted Groups page, hover over the Impacted Group you would like to assess, and click on [View Group]. This will open a new tab, with the impacted group summary overview and assessments across the top of the page.
  2. Click on the tabs to open and complete the assessments. 

For more information on each of these assessments, see the [Impacted Groups Assessments] section.

How do I edit an Impacted Group? 

  • The Impacted Group Name; Number in Group; Defition of Adoption & Usage; Unique Group Considerations; Tags columns can be edited by clicking directly in the fields on the table. 
    • To create Tags, click directly into the table field and click on the [Manage Tags] button. From here you can add new tags, as well as delete and rename them. Watch a video demo showing how.
  • Assessment data can be edited by hovering over the Impacted Group Name and clicking [View Group] which will open the group summary page in a new tab where you can manage assessments.

How do I delete an Impacted Group?

You can delete an Impacted Group in one of two ways:

  1. Hover over the Impacted Group Name you want to delete and right click. Then click [Delete]. 
  2. Hover over the Impacted Group Name and click on [View Group] which will open the group summary page.
    • Click the [Edit] button at the top of the navigation bar. Click the [Delete] button At the bottom of the page.

Please note: When deleting an Impacted Group, you will be removing the group from any ADKAR Assessments it is connected to. This means that if you have an individual ADKAR Assessment for this group, the assessment will still show on the [ADKAR] home index page 'orphaned'. You can either Delete the assessment or use it by adding other Impacted Group(s) to it. 

 

View Options

  1. Configure your Impacted Groups using the Group, Filter, Sort, and Columns in the action bar at the top of the page.

  2. You can then save configurations as new Views by:

    • Clicking the [Save View] button that appears
    • Choose [Save as New View] or [Update Current View]
  3. Export any view to a PDF by clicking on the [Export] button on the action bar. 
  4. Additional configuration is available at the column level of the table. For more information on those options, see the notes below. 

Notes: Any formatting or configurations will apply for all collaborators on the project

Manage Your Views

You can manage views by:

  1. Click on the [Viewing: ] button
  2. Choose [Manage Views] which will open a panel.
  3. Click on the 3-dot ellipses, to delete or rename the views. 

Additional Configuration Options at Column Level

Sorting:

  1. Hover over the column headers. If sorting is enabled for that field you will see an "up/down arrow" icon appear.  
  2. Click on the icon and it will sort ascending. Click it a second time and it will sort descending. Click it a third time and the sort will be removed.  

Drag and Drop:

  1. Hover over the left of the [Impacted Group Name]
  2. A 'grid' icon will appear. 
  3. Click and hold the grid icon and drag the item to a new position in the order

Notes:

  • Column sorting does not persist from page to page. So, if you a leave a page and come back, your sort will no longer be applied.
  • You cannot drag activities to new sections and re-assign them. You can only drag and sort a within a section.
  • Sorts are specifics to each page. 
  • The sort order you set with drag and drop is not available in exports. Exports are simply sorted by when activities were created.
  • If you are actively sorting by a specific column header, the drag and drop feature is disabled.

Filtering:

  1. Hover over the column header you want to filter by. A 'three line' icon will appear to the right side of that column header. 
  2. Click on the icon and a column settings panel will open up. At the top of the panel, there is a filter icon. Click on that icon. 
  3. Depending on the type of data in the field, you will be able to either type in, select a date, or pick from items in a list to filter by. For multi-select fields, the filter runs an "or" filter. So it will included any row that has either of the selected options available. 

Note: Filters do not persist from page to page. So if you a leave a page and come back, your filter will no longer be applied. 

Column Width 

  1. Hover over the line in between column headers and your pointer will change to a horizontal arrow. 
  2. Click and hold to drag the column size to your desired width. 

You can also Autosize the columns:

  1. Hover over the column header you want to Autosize. A 'three line' icon will appear to the right side of that column header. 
  2. Click on the icon and a column settings panel will open up.  
  3. Select [Autosize This Colum] or [Autosize All Columns] The columns will expand automatically to fit the text.   

Note: Autosize do not persist from page to page. So, if you a leave a page and come back, your Autosize will no longer be applied.