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.