About the main tabs

These tabs divide up the tasks involved in setup and management of a 360-degree feedback Project:

OVERVIEW

• Overview of activity including projects and auto emails
• Access to Clients
• Access to Settings
• Access to Download
• Access to Order More Credits

1. PROJECT

• Name the Project for your own instant access
• Provide a title for the Project that will appear on Reports
• Identify the end user (i.e. your client)
• Set the opening date
• Import an earlier project as a template
• Choose whether to require Subjects to re-submit email addresses that were incorrect

2. QUESTIONNAIRE

• Customize the format of your Questionnaire, including introduction, closing, question numbering, and scales
• Write the question section: headings, numerical questions, narrative comments
• Or import Questionnaires from the Panoramic Feedback library
• Adapt your Questionnaire to other languages
• Preview Questionnaire

3. PEOPLE

• Edit the list of Responder Categories
• Enter your Subjects and Responders into the Project People List. (If available, import their data quickly using the DataBank)
• Group Responders into Categories, based on their relationship with the Subject, and determine how their responses will display in Reports
• Assign particular Responders to particular Subjects
• Re-Open Subjects' Questionnaires that have been closed
• Generate PID labels for Responders without email
• Generate paper questionnaires (PDF format) for Responders without Internet access

4. EMAILS

• Design automated email notifications for Responders, by adapting our default texts
• Design emails that request Subjects to choose their own Responders
• Design emails that automatically generate reports and provide them to Subject
• Send test emails for decision-makers' approval
• Schedule send dates for emails

5. REPORTS

• Generate individual's Reports
• Create Group Reports (aggregate reports) to guide organizational strategy
• Export raw response data for statistical analysis
• Write introductions to Reports
• Adapt Reports to other languages