Review item question type
  • 07 Jul 2023
  • 3 minutes to read

Review item question type


Article Summary

It is possible to include content from other areas of Totara in a performance activity using the Review item question type. Available review item types are Competency and Goals.

How does it work?

The review question supports content from competencies and goals. 

  • You can allow participants to add content from competencies or goals for review in a performance activity.
  • You can allow participants to give ratings of the competency using scale values. These ratings are stored as part of the performance activity response data.
  • You can allow participants to provide a rating based on the scale of the competency or goal and update the rating in the competency or goal.

Each of these steps will require additional configuration to achieve.

Add content for review only

  • You configure the review content type, then add relevant sub-elements to collect information related to the review content.

Add content for review and allow participants to rate the content

  • For competencies, add the Rating scale: Competency sub-question.

Add content for review and update the rating on the review content

  • For competencies, enable the Enable Performance activity rating setting, and add the performance activity rating achievement path to the competencies. This is required to add the rating sourced from the performance activity to the competency's competency calculation.
  • For goals, enable the Ability to change goal status during activity setting. 

Details of these steps can be found on the Configure review item questions page. 

Response required

If you mark your review item question as Response required then the section cannot be submitted by the participants until competencies have been selected.

If it is set up as an optional question, the selection of competencies is not required to submit the section.

Rating scale

After setting up the review item (as described above) a new sub-question is available called Rating scale: Competency. The rating uses the rating scale of the selected competency. This rating does not impact on the competency, this only generates performance activity response data.

When setting up the rating sub-element, you can optionally tick the box for Include rating scale descriptions if you want to display the associated description for that scale. 

Enable performance activity rating of selected competency 

If this option is selected (as described above) the selected 'rater' participant will be able to select a rating (for each competency added by the participant that selects content), and the rating will be submitted to the competency.

For this rating to be used in the competency's achievement calculation a Site Administrator needs to add the Performance activity review achievement path to the desired competency.

User experience

After the subject instances have been created, users in the relationships configured in the review question will be able to select content from the source competency or goal to show up in their activity.

Note that competencies will not be available to select in a performance activity if they do not have the following:
  • Scale values
  • An achievement path
  • Assignment to the subject

If one or more of these is missing from a competency then you will not be able to use it in a performance activity.

Once this is confirmed, participants are able to answer the sub-questions for each item of content selected and complete the activity.

The final competency or goal rating can be given at any time in the activity workflow by participants in the relationship configured in the question settings.

Only a single rating can be submitted to the competency or goal. Where there are many participants in the selected rating role, the first rating will be used in the competency aggregation calculation. This is to prevent the rating from being repeatedly overwritten.

C040 - Check-ins(2)Get involved in the conversation about Performance management in the Totara Community. 

The Totara Academy also has courses dedicated to Totara Perform, including check-ins, appraisals, 360 feedback and competencies. 

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