URL: /optimo-admin/digest-console/
| Mode | Icon | Purpose |
|---|---|---|
| Generation | 🚀 | Preview and send weekly digests to managers |
| Drilldown | 🔍 | Investigate individual employee risk data |
Access the Digest Console from admin list pages via purple "Digest" buttons:
ORGANIZATION LIST EMPLOYEE LIST
/optimo-admin/optimo_core/optimoorganization/ /optimo-admin/optimo_core/optimoemployee/
+------------------------------------------+ +------------------------------------------+
| Name | Domain | Actions | | Name | Org | Risk | Actions |
|--------------|-----------|---------------| |------------|----------|-------|----------|
| Acme Corp | acme.com | [Digest] | -> | Alex Kim | Acme | HIGH | [Digest] | ->
| Beta Inc | beta.io | [Digest] | | Jordan Lee | Beta | MED | [Digest] |
+------------------------------------------+ +------------------------------------------+
| |
v v
+---------------------------+ +---------------------------+
| Digest Console | | Digest Console |
| Generation Mode | | Drilldown Mode |
| Org: Acme Corp (selected) | | Employee: Alex Kim |
+---------------------------+ +---------------------------+
| From | Button | Opens | URL |
|---|---|---|---|
| Org list | [Digest] |
Console with org pre-selected | ?org=<uuid> |
| Employee list | [Digest] |
Drilldown for that employee | ?employee_uuid=<uuid> |
+-----------------------------------------------------------------------+
| Survey Data Range |
+-----------------------------------------------------------------------+
| [Last 7 days] [Last 2 weeks] [Last 4 weeks] [All available] |
| |
| ▁▂▄▇█▆▃▁▂▅▇█▅▂ <-- histogram shows response density |
| |_____________| |
| selected |
| |
| Selected: Jan 6 - Jan 13 | Sent: 847 | Completed: 623 | 73% |
+-----------------------------------------------------------------------+
- Histogram bars = survey response volume per day
- Drag to select a date range; taller bars = more data
- Quick chips select common ranges instantly
+-----------------------------------------------------------------------+
| [✓] Select All (47) | [ ] Show ineligible | Filter... | Sort ▼ |
+-----------------------------------------------------------------------+
| [✓] Sarah Chen Team: 12 At Risk: 2H/1M ● Eligible |
| [✓] Marcus Johnson Team: 8 At Risk: 1H/0M ● Eligible |
| [ ] David Park Team: 1 At Risk: -- ○ Too small |
+-----------------------------------------------------------------------+
| Column | Meaning |
|---|---|
| Team | Number of direct reports |
| At Risk | 2H/1M = 2 high-risk, 1 medium-risk employees |
| Status | Eligible = can send, Too small = <2 team members |
+-----------------------------------------------------------------------+
| Sarah Chen - Engineering Lead [Send ▼] [Expand] |
+-----------------------------------------------------------------------+
| Team Size: 12 At Risk: 3 Participation: 83% Burnout: 2 Churn: 1 |
| |
| Team Quick View: |
| [●Alex - HIGH] [●Jordan - MED] [●Casey - MED] [Taylor] [Morgan]... |
| |
| ▼ Bright Spots (2) |
| ▼ Notable Patterns (3) |
| ▼ Next Steps (2) |
+-----------------------------------------------------------------------+
- Team chips are sorted by risk (red first, then yellow, then green)
- Click a chip to jump to Drilldown Mode for that employee
- Collapsible sections contain the digest content
Investigate why an employee is flagged at-risk.
+-----------------------------------------------------------------------+
| Organization: [Acme Corp ▼] Manager: [Sarah Chen ▼] Employee: [Alex ▼] |
+-----------------------------------------------------------------------+
+----------------------------------+ +----------------------------------+
| 🔎 Employee Digest Drilldown | | 📈 Risk Rows (As-of Period End) |
+----------------------------------+ +----------------------------------+
| Employee summary and context | | Burnout: 72 (HIGH) |
| for the selected individual | | Churn: 45 (MED) |
+----------------------------------+ +----------------------------------+
+-----------------------------------------------------------------------+
| 📊 Response Scores |
+-----------------------------------------------------------------------+
| Sparkline visualization of response scores over time |
+-----------------------------------------------------------------------+
+-----------------------------------------------------------------------+
| 📩 Channel Previews [Slack] [Teams] [Email] |
+-----------------------------------------------------------------------+
| Preview of how digest appears in each channel |
+-----------------------------------------------------------------------+
| Panel | Purpose |
|---|---|
| Employee Summary | Context about the selected employee |
| Risk Rows | Current burnout/churn scores as of period end |
| Response Scores | Sparkline showing score trends over time |
| Channel Previews | See how digest renders in Slack/Teams/Email |
| Task | Steps |
|---|---|
| Send digest to one manager | Select dates → Check manager → Click Send |
| Bulk send to all eligible | Select dates → "Select All" → Send Selected |
| See why someone is at-risk | Switch to Drilldown → Select Org/Manager/Employee |
| Check survey coverage | Look at histogram height and completion rate |
Q: Manager shows "Too small" - why? A: Teams need ≥2 members for anonymity. Digests cannot be generated for smaller teams.
Q: Histogram is empty for selected dates? A: No survey responses exist in that period. Try expanding the date range.
Q: What do the risk colors mean? A: Red = HIGH risk (score ≥70), Yellow = MEDIUM (score 40-69), No dot = LOW (<40)
Q: Difference between Generate and Send? A: Generate = preview only (no notification sent). Send = delivers via email/Slack/Teams.