People

About the PEOPLE tab

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:…

What are the sub-tabs on PEOPLE tab?

What are the sub-tabs on PEOPLE tab? The PEOPLE tab is conveniently divided into several sub-tabs. People List Responder Categories Import DataBank (Enterprise Edition only) Export DataBank (Enterprise Edition only) The…

People List

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…

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

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…

How do I add people to the People List?

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…

Bulk Add Responders

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…

Quick Add Responders

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…

How do I edit people listings?

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…

Edit Person

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…

Merging People

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…

How do I remove people from the People List?

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…

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

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…

How do I make people Subjects?

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)…

How do I assign Responders?

How do I assign Responders? You can have the Subjects assign Responders, via a special Subject Portal (Enterprise Edition Projects only.) Set it up by using the Subject Catalyst and…

“Data And Responders For” page

“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.…

How do I notify Responders about the 360 project?

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…

What are the confidentiality issues with PIDs?

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…

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

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…

What happens if I de-select an individual as a Subject?

What happens if I de-select an individual as a Subject? How to de-select a Subject? If you have to remove an individual's Subject status, follow these steps: Open the People…

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?

What happens if I de-select an individual as a Subject?

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