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Manage tab on continuous feedback page

allows

is available for UpRaise admins/super admins

to manage tag customization & a few default settings. There are three types of default

by default. For other users it can be made available using roles and permissions. Below are the different types of settings available on the manage tab

:

for continuous feedback.

  • Tags

  • Labels

  • Default visibility

  • Feedback formats

  • Feedback links

  • Export feedback data

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Tags

Read How can I create, edit & delete/disable feedback tags? & How do I update sequence of tags that appears while giving feedback? to know more about tags section. 

Feedback tags are used to classify continuous feedback exchanged within UpRaise. The main purpose of classifying the feedback is that it can be quantified to generate trends & help identify individual performances over a period of time.  

As admin/user with sufficient permissions can navigate to the Continuous feedback page from the left-hand menu, click on Manage and then the Tags section.

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Create tags

Click on Add new to create a new tag. There is no restriction on the number of tags one can use, although it is recommended not to add more than 5 tags. Below are the feilds tp create/edit tags.

  • Name - Small & easily identifiable text.

  • Description - Verbose description of the tag.

  • Color code - Color associated with each of the tags.

Color code picker does not work on keyboard tab-in, one has to mouse click within the box for color picker to open.

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Other tag actions

Edit tags

Existing tags can be edited by clicking on the actions (...) in front of the respective tag. This editing impacts feedback retroactively i.e. if the tag that is being edited is already used in feedback exchanges, the changes you commit will change the existing feedback tags as well. 

Delete/Disable/Sort order

Deleting a tag is allowed only if that tag is not yet used in any of the feedback. If the tag is used in any of the feedback exchanges then delete option turns to disable and you can disable it to stop further use of that tag. If the tag is disabled or deleted it will stop appearing in the give feedback pop-up.

To set the order of tags to be appeared in give feedback pop-up, user move up/move down options under actions for each tag.

Refer to below image for all the actions mentioned in this section.

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Labels

Feedback labels are to classify your feedback depending on different organizational values, expertise, departments, etc. These labels are also useful when you want to filter feedback on /wiki/spaces/UPFJ/pages/1390280705.

Labels settings are just to make sure that admins do have control over creating number of new feedback labels or defining some default labels.

Navigate to this tab through

feedback

Feedback page >>

manage

Manage tab

. Let us see how this helps admins to keep control over feedback labels.
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>> Labels section.

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Allow labels creation while creating/editing feedback

  • When this option is checked, all UpRaise users will be able to create a new label while creating or editing feedback.

  • When this option is unchecked, UpRaise users will not be able to create new labels while creating or editing feedback. They will only be able to use default feedback labels defined by UpRaise admins.

Feedback labels 

This lists all labels defined by admins or non-admin users(depending on '

Create labels

  • Click on Add new button, add lable name and click on create.

  • Lables can also be created from give/edit feedback pop-up if Allow label creation while creating/editing objective

' option true or false)

  • is checked.

Delete/Disable labels

In actions (…) with each label, Disable or Delete option is displayed.

  • UpRaise admins can delete/disable existing labels by clicking on

'x' for each label.When any label is deleted, it will be deleted from every associated feedback.

  • (…).

    • Delete option is available if the label is not associatede with any feedback

    • Disable option is available if the label is associated with one or more feedback

  • Email notification will be sent to the label creator about the obliteration of that label.

Create new labels

  • Clicking on add new button allows UpRaise admins to create a new label.

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  • This option can be used to create new labels. UpRaise admins can also create a new label right from give/edit feedback pop-up even if 'Allow label creation while creating/editing objective' is unchecked.

    • List of default labels

    • Adaptability

    • Communication

    • Decision making

    • Motivation

    • Planning

    • Problem-solving

    • Quality of delivery

    • Reliability

    • Teamwork

    Default

    shared withUpRaise admin or super admins can decide the

    visibility

    This section is to set default visibility of feedback.

    Once UpRaise admin or super admin selects an option as default, it will be available as default selection while creation/giving new feedback. This option helps users

    Based on settings in this section default visibility while giving new feedback is displayed for end user. This option helps to avoid the possibility of selecting a wrong sharing option at the time of feedback creation. 

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    Enable or disable relevent visibility option and set one of the enabled option as default.

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    Feedback formats

    This section allows to save some feedback messages/snippets, these are called as formats in UpRaise. While giving feedback all the formats will be availble in dropdown and selected messages can be sent as it is or after necessry edits.

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    As shown in the above image admins/users with sufficient permissions can create new formats or edit/delete existing once. Move up/move down options will allow to define the order of these formats, in same order, these formats will be available on Give feedback pop up.

    These settings let you decide whether UpRaise users should be allowed to give/request feedback on

    objectives and KRs. You can uncheck all three options. If

    Objectives, KRs or Jira issues. All three options can be unchecked, if all three options are unchecked, system would still allow users to give/request feedback

    & it will not be associated with any of the types (issues, objectives & KRs)

    on independent work.

    If OKRs feature is disabled from UpRaise

    settings

    Settings menu >>

    features

    Features tab,

    you

    will only see Jira issue option in this section. 

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    Export feedback data

    Export feedback data based on different time periods. Read

    this

    /wiki/spaces/UPFJ/pages/1529708646 for more details.

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    On this page

    Table of Contents

    In this section 

    Continuous feedback - Admin guide
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