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When to use Confidetial review template?
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Use this template to when any team member needs to review without their knowledge. The typical use case for this is the reviewing employee at the end of probation. There is always a situation when organizations want to review some employees without informing them. This template has 3 different workflows. Assign to UpRaise admin will assign the form to admins at the end of the review process. Next workflow is Assign to Reviewver’s manager, in this the form is assigned to designated manager of the reviewer as per UpRaise company directory setup. And the third one is. Assign to UpRaise admin - Shared with team member. |
Create
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Navigate to Forms >> Templates >> Create new template >> Confidetial review Seleect the relevant workflow and click on Next. This lands on Confidential review template builder. Using Add a field and Fields settings tab, add any type of question available in the form builder. Read https://amoeboids.atlassian.net/wiki/spaces/UPFJ/pages/3931177056/Manage+Templates#Create. Form creation process is the same for every template, the difference is only for form users. For example, in this form user type will be reviewers only, there are no other types of reviewers, unlike other templates in UpRaise. Also, read Types of questions that can added in templates form builder. |
Workflows
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Like mentioned above there are three workflows for Confidential review template. Read more about Workflows Survey review template workflow here. |
Distribute
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As explained in Manage distributions. The process of distribution is the same for all types of templates. UpRaise allows to import an Excel file that contains the list of reviewers. Once can easily prepare the file and export directly instead of manually setting up users to distribute forms. Read https://amoeboids.atlassian.net/wiki/spaces/UFESFCJD/pages/3833167921/Bulk+importing+users+to+a+distribution+via+Excel+upload?search_id=9f15a762-18c0-4d6c-8e48-b4273ea68ef0. Once the entire set up is done, one can save, schedule, or distribute the form. read https://amoeboids.atlassian.net/wiki/spaces/UPFJ/pages/3938222081/Manage+distributions#Distribute%2C-Save-as-draft-or-Schedule-distribution. |
View responses
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On the view responses page, admin/HR/current assinee of the form (whoever distributes the form) can keep an eye on the form statuses. They may want to generate some reports by exporting forms or create user generate starts using UpRaise reports, all of this is possible on view responses page. As shown in above image, there are three tabs on the view responses page.
Forms
ReportsThis tab has a two types of reports. Clicking on report generates a report for the current distribution. This is a handy way to generate a report instead of navigating to Reports section in the app. Read Reports - Admin guide. DetailsThis section is quite self-explanatory. This tab contains all the distribution details added while creating a distribution. A handy way to check the distribution setup. |
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