Manage tab - continuous feedback

Owned by Annu
Last updated: Jun 18, 2024
5 min read

 

Manage tab on continuous feedback page is available for UpRaise admins/super admins 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

Tags

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.

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 fields to 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.

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 appear 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.

Labels

Feedback labels can be used to classify your feedback depending on different organizational values, expertise, departments, etc. These labels are also useful when you want to filter feedback on My Feedback page.

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

Navigate to this tab through Feedback page >> Manage tab >> Labels section.

Allow label 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.

Create labels

  • Click on Add new button, add label name, and click on Create.

  • Labels can also be created from give/edit feedback pop-up if Allow label creation while creating/editing objective 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 (…).

    • Delete option is available if the label is not associated 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.

List of default labels

  • Adaptability

  • Communication

  • Decision making

  • Motivation

  • Planning

  • Problem-solving

  • Quality of delivery

  • Reliability

  • Teamwork

Default visibility

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

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

Feedback formats

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

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

These settings let you decide whether UpRaise users should be allowed to give/request feedback on Objectives, KRs, or Jira issues. All three options can be unchecked, if all three options are unchecked, the system will still allow users to give/request feedback on independent work.

If the OKRs feature is disabled from UpRaise Settings menu >> Features tab, will only see Jira issue option in this section. 

Export feedback data

Export feedback data based on different given time periods from this section.

 

 

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