Totara Learn Open Discussions

Appraisers

 
Steph Wild
Appraisers
par Steph Wild, Tuesday 11 September 2018, 03:34
Groupe Learn Site Administrator

Hi,

I'm really struggling getting information and reports out to all appraisers. 

We have approx. 700 on our site but I can't allocate reports to them via the 'Content' tab as the role isn't listed and I also can't build an audience based on 'Has appraisees'.

I can run a report that gives me their names but I can't include their email address without using 'vlookup' to a different report and then we do have some staff who have the same name so it isn't always successful.

Please could I request a couple of changes:

  • Appraiser is listed as a role in the 'Content' tab in reports so I can allocate reports to them.
  • Can 'Records for user's appraisees under any of the user's Job Assignments' be added to the 'Access' tab under 'Show by user'
  • Can we make 'Has appraisees' a rule set for building dynamic audiences.

Apologies if this has already been requested and I have missed the response.

Many thanks in anticipation.
Steph




 
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Steph Wild
Re: Appraisers
par Steph Wild, Thursday 20 September 2018, 01:31
Groupe Learn Site Administrator

Hi Mike,

Thanks for getting back to me, in answer to your questions:

  • Yes, I am referencing a third person, on our organisation the appraiser is the person who completes the appraisal template - not the manager or the learner.
  • The types of data I would like them to be able to see are things like next due date.

    Our appraisers often complete the appraisal template retrospectively (sometimes it can be quite a while after the appraisal has actually taken place) so we can't use the date the appraisal template was completed, therefore 'appraisal completion' is a question which we ask within the template and we then  add this date to a certification to produce the next due date.
  • In the above example the data would be used to schedule the following years appraisal however there might well be other examples - any data given to them would not breach IG policies and procedures.
  • Yes, in terms of what can be viewed they must only be able to view data about the staff they appraise.

In terms of being able to identify them via a dynamic rule set in audiences - I would like to create an 'appraisers' dashboard with some limited data on it and also links to policies, processes & training, as well as be able to send emails to all appraisers to highlight any changes or training events etc...

Many thanks

Steph


 
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Friday 21 September 2018, 06:56
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