Performance activity settings
- 01 Aug 2023
- 4 minutes to read
Performance activity settings
- Updated on 01 Aug 2023
- 4 minutes to read
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General tab settings
The following settings are available under the general tab when creating a performance activity.
| Setting | Description | Notes |
|---|---|---|
| Activity title | The title of the performance activity should be brief but descriptive (and ideally unique to avoid confusion). | Mandatory field. |
| Description | A short description of the performance activity. This can be helpful to allow others to understand the purpose of the activity. | This is only visible to Site Administrators. |
| Activity type | Select the type of activity, choose from:
| - |
| Anonymise responses | If enabled responses will be anonymised, meaning users will not be able to see who has responded as part of the activity. | - |
| Visibility condition | This setting determines when users whose relationship allows them to view others' responses will have access to those responses. Responses are never visible to others before they've been submitted Choose from the following options:
|
Content tab settings
The following settings are available under the content tab when creating a performance activity.
| Setting | Description | Notes |
|---|---|---|
| Automatic closure | Toggle these settings on to set triggers for automatically closing the performance activity sections and instances. Closed sections can no longer be edited, and they are marked with a padlock icon. The options are:
| If this setting is not enabled then each section will be marked as complete but will not be closed, meaning the participants can return and edit their answers at any point. You may also want to see manually managing the availability of an activity for more information on manually opening or closing a performance activity. |
| Multiple sections enabled | Enable this setting to divide the activity into multiple sections. Each section is presented as a page with a unique URL. For each section, you need to add a name and the responding participants (you can also optionally add view-only participants). Then add content by clicking Edit content elements. This setting gives you the flexibility to have different participants complete each section. You can add a section above or below existing sections, but note that you cannot change the order of sections. | If you have multiple sections set up and then disable this setting, all content will be merged into the first section. Additionally, any section-specific participant settings will be removed. Each section must include at least one question. |
| Responding participants | Click the + button to decide which participants will need to complete the activity. You can choose from: Select all that apply, then click Done. | At least one responding relationship must be added per section. For each participant, you can remove the participant by clicking the cross icon ( The subject needs to be selected here for the activity to appear on the user's Your activities page. |
| View-only participants | Click the + button to decide which participants will only be able to view the activity. You can choose from: Select all that apply, then click Done. | For each participant, you can remove the participant by clicking the cross icon ( Only relationships which have not been selected as Responding participants can be added as view-only. |
). You can also allow users to view other participants' answers by ticking the Can view others' responses checkbox.
). Assignment tab settings
This tab allows you to assign a performance activity to different users. See the following guides for more information:
- Assign a performance activity to an audience
- Assign a performance activity to an organisation or position
- Assign a performance activity to an individual
You can also configure the following assignment settings:
| Setting | Description | Notes |
|---|---|---|
| Manage relationship participation | If you enable this setting then you can choose how to handle relationship changes:
| See Configure features for more information. Note that the Manager and Temporary Manager job assignments are treated separately for performance activity instance creation, meaning an instance will be created for both (if assigned). If the Auto-close all participant instances for removed participants setting is enabled then the Temporary Manager's instance will be closed when their assignment ends. |
| Selection of participants | Decide which participants will be able to manually choose the participants to fill certain relationships. This allows the relationships to be controlled by the desired user to best suit each case. For example, you might allow the Subject to select the participants for the Peer relationship. This would mean the subject of an appraisal can select which peers they wish to review them. | Once activated it is not possible to change the users selected. Subject and participant instances will be generated. |
Instance creation tab
This tab allows you to configure parameters around instance creation. See Performance activity instance creation settings for more information.
Notifications tab
This tab allows you to configure notifications. See Performance activity notifications for more information.
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