People

Subject Settings

Subjects of feedback typically complete self-assessments. However, if you wish to disallow that, just unselect “Enable Subject Self-Response and Subject Portal” under the “Subject Settings” sub-tab. Doing so ensures that…

About the PEOPLE tab

The PEOPLE tab is the location where you manage all tasks related to the people in your 360-degree feedback Project. On the PEOPLE tab, you can: Add new people, and…

What are the sub-tabs on PEOPLE tab?

The PEOPLE tab is conveniently divided into several sub-tabs. People List Responder Categories Import DataBank (Premier Edition only) Export DataBank (Premier Edition only) The most frequently used sub-tab is the People…

People List

The People List compiles all information about people in the project into one easy-to-manage grid. (See "Help" on the grid for more details about how grids work). Each person is…

The order of fields in the People List

You can control the order in which the fields of information appear in the People List: The order in which fields originally appear in the People List grid is controlled…

Responder relationship Categories

The relationship between a Responder and a Subject is used to determine how the Responder's response will be grouped with those of other Responders. The groups are called Responder Categories.…

How do I add people to the People List?

In the grid, click the "New Person" button to add individuals one at a time. Or use the Import DataBank sub-tab (available with the Premier Edition only) to import a…

Bulk Add Responders

On the "Data And Responder For" page, click "Add Responders" on the grid: To select Responders already on People List: Select from List To add new Responders: "Add New: Bulk" When…

Quick Add Responders

On the "Data And Responder For" page, click "Add Responders" on the grid. "Add New: Quick" option allows you to easily add just one-two Responders at a time. This option…

How do I edit people listings?

There are three ways to view or edit people's information: On People List sub-tab, double-click the listing for the individual in the grid. On People List sub-tab, click "Modify" in…

Edit Person

To edit any person's listing (often to correct an email address), go to the PEOPLE tab, then the People List sub-tab, and click Modify. This will open the "Data and…

Merging People

Sometimes, the same individuals are invited to assess multiple Subjects. Typically, when you enter the same individual multiple times, the system handles this seamlessly. However, it can happen that one…

How do I remove people from the People List?

In the grid, click at left to choose the individual's listing. Click on the "More Actions" button and select "Delete Selected Item(s)". This action is final and permanent. If you…

What do these mean: “Subject?”, “Is Open?”, “Responds to Self?”, “Self Response PID”?

"Subject?" asks whether the person has been chosen as a Subject. "Is Open?" asks whether the Questionnaire for that person is active i.e. available for responses. If not, the questionnaire…

How do I make people Subjects?

There are two ways to mark a person as a Subject on the People List sub-tab: Bulk assignment: In the grid, select the individual(s) you want to mark as Subjects…

How do I assign Responders?

You can have the Subjects assign Responders, via a special Subject Portal (Premier Edition Projects only.) Set it up by using the Subject Catalyst and Subject Reminder emails on the…

“Data And Responders For” page

On the PEOPLE tab -> People List sub-tab, click on the 'little person' icon for a Subject to open the Data And Responders For page. This page enables you to…

How do I notify Responders about the 360 project?

Once all your Responders have been selected, Panoramic Feedback will automatically inform those with email addresses of their PIDs by Auto Email. You will need to design these emails on…

What are the confidentiality issues with PIDs?

PIDs should be kept private by the recipient. A PID is not just a password. Each PID is unique and identifies the feedback provided by a specific Responder for a…

What happens if I de-select someone as a Responder?

How to de-select a Responder? To remove an individual as a Responder for a specific Subject, follow these steps: Go to the People List. Select the Subject, then open their…

Subject Settings

About the PEOPLE tab

What are the sub-tabs on PEOPLE tab?

People List

The order of fields in the People List

Responder relationship Categories

How do I add people to the People List?

Bulk Add Responders

Quick Add Responders

How do I edit people listings?

Edit Person

Merging People

How do I remove people from the People List?

What do these mean: “Subject?”, “Is Open?”, “Responds to Self?”, “Self Response PID”?

How do I make people Subjects?

How do I assign Responders?

“Data And Responders For” page

How do I notify Responders about the 360 project?

What are the confidentiality issues with PIDs?

What happens if I de-select someone as a Responder?

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