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