Prerequisites

The user should have appropriate permissions to fully utilize the evaluation reporting functionaltiy. Permissions setting specifies what operations are permitted on the accessible evaluation reports. These operations include view, create, edit, delete.

To configure the permissions:

1. On the Administration page, navigate to the role assigned to the user.

2. Click the Edit button next to the access scope.

   

3. On the Edit Role page, scroll down to the Other Permissions section and check the following permissions:

   

Own evaluations of agents

• View - if selected, the user will be able to view the evaluations of agents under his/her supervision.
• Create - if selected, the user will be able to create new evaluations of agents under his/her supervision .
• Edit - if selected, the user will be able to modify the evaluations of agents under his/her supervision.
• Delete - if selected, the user will be able to delele the evaluations of agents under his/her supervision.

Other managers' evaluations of agents

• View - if selected, the user will be able to view the evaluations of agents under other managers' supervision.
• Edit - if selected, the user will be able to modify the evaluations of agents under other managers' supervision.
• Delete - if selected, the user will be able to delele the evaluations of agents under other managers' supervision.

Evaluations of self

• View - if selected, the user will be able to view only his/her evaluation reports and not of any other users.

• Click Save.