How do I review an evaluation before it's published?
Required Feature Flags
The following permissions are required to use this feature:
Required Permissions:
Review and Publish Evaluations (
quality.evaluations.review-and-approve) — to approve, edit-and-publish or delete a pending evaluation submitted for reviewView Completed Evaluations (
quality.evaluations.view-completed) — to find pending evaluations in the completed evaluations table
Introduction
Evaluations submitted for review do not appear in any reports, but they do appear in the completed evaluations table with a Pending status.
Here, the selected Reviewer can access and process the review. Alternatively, anyone else who has the permission to Review (_perhaps if the selected Reviewer is on holiday for example_) can take ownership and process the review.
It's worth noting that the _Original Evaluator_ cannot review his own evaluation and anyone who doesn't have permissions to review can only _View_ the pending evaluation.
Reviewing a Pending Evaluation
The Reviewer is directed to the pending evaluation where they have the ability to either: (a) Approve & publish; (b) Edit & publish; or, (c) Delete.
Following Option (a) or (b), a number of system actions are triggered:
The evaluation is published to reports
The Agent receives a notification that they have an evaluation, with an embedded link to the evaluation.
Any feedback that was previously quarantined will also be notified to the agent and any managers that were copied into the feedback
The original evaluator is notified of the outcome of the review, with an embedded link to the evaluation
Following Option (c) the evaluation is simply deleted and doesn't appear in any reports.