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View Automated Rule Review Progress

Admins can track the progress of individual reviews created from an automated rule. To view progress, navigate to Admin > Reviews > ...

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Written by Adam Kroboth

Admins can track the progress of individual reviews created from an automated rule. To view progress, navigate to Admin > Reviews > Performance > Automated rules > Enter the rule.

Reviews progress table

The Reviews progress table includes columns for:

  • Reviewee name

  • Reviewer, when viewing by Overall Completion

  • Launch date

  • End date, for rules with automatic end dates only

  • Review writing directions (self, peer, upward, downward)

  • Sharing

Different views give you the ability to see where individuals are across stages, which reviewers are behind, and completion rates by department. Available views are:

  • View by Reviewees

  • View by Review Direction

  • View by Overall Completion

Filter & grouping

Filters can be applied in addition to groupings. Group by shows all data but organized into groups while filters narrow down the data to a specific category.

Filter

View reviewer progress for a subset of users by filtering by:

  • Department

  • Manager

  • Individual

  • Business unit

Group

Categorize all data by grouping by:

  • Department

  • Manager

  • Business unit

  • Cycle status

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