Configuration Section
After creating your Review, a new tab will open where you can add the following points.
Basic Info
Add the basic information about your review.
- Edit the Name of the review
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Add a Description
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Date and frequency
Modify the date, duration, and frequency settings of the review.
- Select a start date
- Choose your start time
- Set the duration (days to answer)
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- If you want to repeat this review:
- Activate the option Repeat this review
- Choose the frequency
- Repeat until: you can choose the option No due date or set a specific date
- Click Save
🗓️ The cycle respects the starting date for the next repetitions.
⏳ The user can specify a time to answer for each cycle.
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🚨 Keep in mind:
- Start date and time can be changed until the date arrives.
- Cycle settings can be changed after the launch. Some changes will require closing the current cycle and starting a new one.
Privacy Settings
Configure if the answers will be anonymous.
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Answers availability for Reviewers, Managers & Team leads
Two things you can set here:
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Answers available for Managers and Team Leads: Enable this option to give Managers and Team Leads access to the answers from the reports when they publish them and to Analytics.
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Restrict the visibility of others' answers to Reviewers: Enable this option to hide answers from other participants from the Reviewers.
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Editors
Different from managers, who will only be granted access to the results and statistics, editors can edit the questions and access the results. Admins will always have access.
- Click on Add Editor
How can I Remove an Editor?
- Click on (...) in the Editors section
- Select Remove from Review
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Once all the information is added:
- Click on Start review
- Press Start
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📩 Automatic notifications
- You can notify reviewers with pending reviews to complete them by pressing on Send email reminder to pending participants.
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- Once launched, the employees will receive an email and a pending task notification on their Dashboard.
- Employees will receive an email 2 days prior to the close of the review.