Concierge vs. Self-Service

Many of the things in lineup can be managed by yourself, but as we build new features, some things need to be customized by the lineup staff. This article should clarify what you can do, versus what we need to do for you.

Evaluations

• We have to: 
  • Produce evaluation team reports for you
• You can:
  • Send out evaluations (including selecting who is being evaluated and who is doing the evaluating)
  • View results of the evaluations individually, aggregated for all teams or individual teams. 
  • Add/edit evaluation questions

Team Management

• We have to:
  • Bulk imports or bulk edits over 100 rows 
• You can:
  • Customize the landing page text of the invitation
  • Customize email invitation text
  • Create teams, including adding/editing positions
  • Reorder positions
  • Pick people for positions on teams
  • Invite people for positions on teams
  • Archive and delete teams

People Management

• We have to:
  • Bulk import or bulk edit over 1,000 rows
• You can:
  • Create/add new people
  • Archive and delete people

Custom fields / tracked fields

• We have to:
  • Edit or change Field Type on any custom fields
  • Bulk upload Complex Field information
• You can:
  • Create custom person fields, team fields, or tracked fields. 
  • Edit the values of those fields

Certifications

• We have to: 
  • Import bulk Certification information 
• You can: 
  • Create certifications
  • Manage certifications
  • Manually edit one-by-one

Historical Information

• We have to:
  • Import Historical Team data in bulk for you
  • Provide information about historical Form data upon request
• You can: 
  • View Team History
  • View most updated information on a person