# Personalised performance insights

Receive personalised insights, review earlier insights and use the available like and share actions.

*Release 3.3 · admin, operator, supervisor*

**Insights** · **Settings › General Settings › Insights** · **Settings › Account › Operators** · **Settings › General Settings › Admin**

## What it is

**Insights** delivers information and feedback to you inside INSIDE. You can open notifications, return to earlier insights and, where available, like or share them. Administrators control website preferences and which options operators may change.

## Who uses it and why

- Operators read their insights and adjust the personal preferences available to them.
- Supervisors share useful insights with colleagues and review the information delivered to their own account.
- Administrators with **Settings** access configure website insight options and permitted personal customisation.

## Where to find it

Select **Insights** in the operator console. On mobile, use **Insights** from the more menu or select **View Insight** on a notification.

Website configuration is at **Settings › General Settings › Insights** with the **Settings** role. Operators with the **Settings** or **Manager** role can also adjust an operator's insight preferences at **Settings › Account › Operators**, subject to account-management restrictions. Powerfront manages **Enable Insights** at **Settings › General Settings › Admin**.

## How it works

1. Open **Insights** to review delivered items. The notification badge shows the unviewed count, using **9+** for counts above nine.
2. Open an insight to read it. Viewing is recorded separately from receiving a notification.
3. Select **Like** where offered. Select **Liked** again to remove your like.
4. Select **Share** where offered and confirm that you want to share it with colleagues. A successful action becomes **Shared**.
5. Use the settings icon in the **Insights** window to adjust available personal preferences, then select **Save**.

On mobile, **Dismiss** closes the notification. It does not perform the same action as opening and viewing its insight.

## Configure it

Ask Powerfront to enable Insights for the website. It is off by default.

With **Settings** access, open **Settings › General Settings › Insights**. Choose the available insights, set their displayed defaults and criteria, and use **Operators can Modify** to control personal customisation where offered. Some automatically triggered insights have fewer options. **Cooldown Time**, when available, accepts 0 to 86400 seconds; its fallback is 3600 seconds when no value is supplied.

In your personal **Insights** settings, **Disable Shared Insight Alerts** prevents alerts when another operator shares an insight with you. This preference is off by default. Choose the other available insight preferences and select **Save**. Disabled controls indicate options you cannot change personally.

### Settings

| Setting | Where | Applies to | Default | Who can change it | What it does |
|---|---|---|---|---|---|
| Enable Insights | Settings › General Settings › Admin | website | Off | Powerfront, on request | Allows operators to receive insights and exposes the insight controls. |
| Cooldown Time | Settings › General Settings › Insights | website | 3600 seconds when no value is supplied | Settings role | Sets the cooldown value for an insight where that option is offered, from 0 to 86400 seconds. |

### Permissions

| Permission | Lets you |
|---|---|
| Settings | Open the website Insights settings when Insights is enabled, subject to settings restrictions. |
| Operators can Modify | Allow operators to customise the supported insight options selected for personal changes. |

## Limits and good to know

- Insight types and customisable fields vary according to the delivered definitions and website configuration.
- Expiring insights do not offer **Like** or **Share**.
- An insight shared by a colleague can be liked, but cannot be shared again from that received copy.
- Sharing is a one-time action for an insight. There is no unshare action in this screen.
- Insight delivery is separate from exporting or emailing a reporting table.

## Depends on and works with

### This feature uses

- **Configured in** [Roles and permissions](ADM-008.md): Roles and settings restrictions control website insight configuration.
- **Configured in** [Operator settings](ADM-010.md): Operator preferences control shared-insight alerts.
- **Works better with** [Mobile console](CON-033.md): The mobile console lets operators open insights from notifications or its menu.
- **Needs licence or module** Admin settings and feature switches (managed by Powerfront): Powerfront must enable Insights before operators can receive and open insights.

## FAQ and troubleshooting

### Why is Insights missing?

Powerfront can check whether Insights is enabled for the website. Enabling the website feature also makes the available preference controls accessible.

### Why can I not change an insight preference?

The website can restrict personal changes. Someone with **Settings** access can review the available **Operators can Modify** choices.

### Why can I not share an insight?

Expiring insights hide sharing, and received shared copies cannot be shared again. An insight you have already shared shows **Shared**.

### Why is an insight still unviewed after I dismissed its notification?

Dismissal closes the notification. Open the insight to view it.

### Can I stop shared-insight alerts?

Open your personal **Insights** settings, turn on **Disable Shared Insight Alerts** and select **Save**.