Overview:

Admins can now edit the visibility settings of a launched review phase without needing to relaunch it. This article walks admins through the steps to edit participant visibility rules within a review phase.

TABLE OF CONTENTS

• What's New
• Edit Participant Visibility
• Important Notes

What's New

• A new Edit visibility settings option is available in the Actions menu on the Review Phase Details page.
• This function is always visible to admins regardless of review phase status: Scheduled, In Progress, Closed.
• Opens the Review Visibility Settings full-screen pop-up, where admins can review and edit the visibility settings for each review type within the review phase.
• Changes are applied immediately once saved.
  
  

Edit Participant Visibility

1. Go to Performance+ > Review Cycles > select the relevant review cycle. In the Review Cycle Details page, click on the respective review phase row, then click on Action menu  > select Edit Visibility Settings.

• The Review Visibility Settings pop-up groups the settings by review type, including:
  • Self Review
  • Peer Review
  • Manager Review
  • Secondary Manager Review
  • Upward Review

• For each review type, admins can configure visibility settings for the following viewer roles: 
  • Reviewee
  • Primary Manager 
  • Secondary Manager
• Visibility Configuration Options
  
  

  Setting	Purpose	Options
  Visibility Timing	This controls when the review response becomes visible.	Immediately / After this phase ends / After the review phase ends / Not shared
  Visibility details	This controls what details are shown once the review becomes visible.	Names and responses visible / Names visible, responses anonymous / Reviewer count only, responses anonymous / Hidden
  Ratings display	Admin can also decide how ratings should be shown (only for review types with ratings)	Individual ratings / Average ratings

• You can click here for a full article explaining how to setup visibility rules for different review type and viewer role.
  
  

2. Once the visibility rules is updated , a confirmation message will appear indicating that the visibility settings has been saved successfully.

Important Notes

• Changes take effect immediately once saved. Existing submitted responses will follow the updated visibility settings the next time they are viewed.
• If you would like to revert the changes, you may click the Reset to Default button to restore the default visibility settings.
• The Edit Visibility Settings option remains available for all review phase statuses, including after the review phase has been closed.

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