Image Added Refer following steps to understand the workflow: The confidential review template with this workflow will be distributed by UpRaise admin or super admin. The reviewer will receive an email notification about the review form distribution. In the same email, reviewer will be notified the name of team member for whom he/she has to give a review. The reviewer will open the form and respond to the questionnaire, If needed, he can save it as the draft and share it later. Once the reviewer is done with his responses, he/she will mark it as complete. Once marked as complete, UpRaise admin/ super admin (whoever has distributed the form) will receive the notification. If need occurs, UpRaise admin/ super admin (whoever has distributed the form) may reopen the Form. Once reopened, the same flow & status transitions will continue from the beginning.
In this type of form, team member will not have any idea that the review has been conducted for him/her. Typical use cases for this type of form can be for eg. conducting a review for newly joined employee & reviewing his performance to decide his permanent employment. For more details read When to use confidential review template? Different statuses used In this workflowNot started: Once form is distributed and no action is yet taken by the reviewer. In progress: When the reviewer has saved responses as a draft. Complete: When the reviewer is done with his responses and clicks on complete option. Reopened: When admin or super admin (whoever has distributed form) reopens form for some reason.
Assign to reviewer's manager |