How to mark feedback as reviewed if you are a Manager or Team leader
Overview
All types of feedback (General and Quality) can be "Marked as Reviewed." This status indicates that a Manager or Team Leader has seen the feedback for members of their team or business unit and has appropriately reviewed and completed the required actions to ensure that the feedback helps to improve and develop the subject of that feedback (an individual or a team).
The processes described below work equally for quality feedback or general feedback.
Marking feedback as reviewed tags the feedback as "Reviewed", which can then be used to report the status of reviewed and non-reviewed feedback.
How to mark feedback as reviewed
Both general and quality feedback can be marked as reviewed. Navigate to either Review quality feedback or Review general feedback to begin.
Click on the magnifying glass next to the team/user of choice
Below the reporting period summary, you will see a table listing all feedback for the reporting period you have selected. If no feedback is shown, widen the reporting period.
Here you will see:
Feedback that has not been marked as reviewed by anyone
Feedback that has been marked as reviewed by someone else
Feedback that you have previously marked as reviewed
Note: Once you have marked feedback as reviewed, you cannot currently undo this action.
Selecting a single feedback
To select a single feedback, click the checkbox on the left of your selected feedback.
At the top of the table the mark as reviewed option will be shown.
Click the Mark as reviewed link to apply the change.
Selecting multiple feedback instances
To select multiple items, click each checkbox next to your chosen feedback entries and then click the Mark as reviewed link (as above).
Identifying who has reviewed feedback
Against each feedback you will see the profile picture (or initials) of any user who has already reviewed this feedback. Feedback can be marked as reviewed by multiple users, and the display will change accordingly. The different statuses for each feedback are summarised below:
A. Feedback not yet reviewed by anyone
Checkbox is active — as you have not reviewed this feedback
No profile pictures are shown — as no one else has reviewed this feedback either
B. Feedback has been reviewed by other reviewers (not you)
Checkbox is active — as you have not reviewed this feedback
One or more profile pictures are shown — as one or more people have reviewed this feedback. If there are more than 3 reviewers they will be shown stacked.
C. Feedback has been reviewed by you alone or with other reviewers
Checkbox is not active — as you have already reviewed this feedback
Your profile picture will be shown, alongside any other reviewers
How to filter using the marked as reviewed option
You can filter your list of feedback in two ways:
Show options and select either Reviewed or Not reviewed to filter your list of feedback.
OR
Click on the Reviewed bar. Clicking for a second time on the bar will restore the default view.
Reporting on Marked as Reviewed
On both the quality and general "review" feedback pages you have the option to download your feedback to a CSV file.
Within this download file, a column called "Review Count" shows the number of reviews against each feedback entry, where 0 represents no reviews.