- 06 Aug 2024
- 1 minute to read
Configuring review item questions
- Updated on 06 Aug 2024
- 1 minute to read
Review item questions allow you to pull content from other features into a performance activity.
If you have permissions to create a performance activity then follow these steps:
- Create a performance activity (see the Create a performance activity page).
- Add Responding participant relationships.
- Click Edit content elements in the bottom right.
- Click Add elements and then select Review item from the dropdown menu.
- Enter the Question text and set the Review type to either:
- Competencies
- Totara goals
- Legacy company goals
- Legacy personal goals
- Evidence
- Learning
- From the relationships you set as Responding participants you can now set the Selection participant, who will be required to select the review item in the activity. For example, you might want the Subject to select a goal to discuss with their manager.
- Optionally, for competencies check the box next to Enable performance activity rating, or for goal content the box next to Ability to change goal status during activity, if you want any ratings added in this performance activity to be submitted to the original item.
- If you enable performance activity rating Rating participant will now appear, so you can select the relationship you want to assign from the Responding participants you added previously (e.g. Subject or Manager).
- Check the box for Response required to make this question mandatory.
- Click Save.
Configure in the competency
If you have chosen then review item type of Competency then once you have set up the performance activity (as described above) you can add the Performance activity review achievement path to the desired competencies.
You can see more about adding achievement paths in the dedicated documentation.
Next steps
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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