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View Automated Rule Review Progress

Learn how admins can track review progress, completion, and reviewer status for reviews created from an automated rule.

Written by Adam

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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