Facilitators can be added to Calibration Groups to facilitate the calibration sessions alongside admins.
Before you start
- Any user can be added as a facilitator.
- Like participants, facilitators are assigned to specific calibration groups to ensure that their permissions are targeted to only the individuals in that group.
- Only admins can create or delete calibration groups, manage group settings, add or remove reviewees from a group, and manage facilitator and participant permissions.
What are the main differences between a facilitator and a participant?
A facilitator can do all of the same things a participant can do:
- View initial and calibrated ratings.
- Access tags, notes, and past reviews depending on Group settings.
Unlike participants, facilitators will get additional permissions to:
- Calibrate scores.
- Download the CSV with calibration results (pre-calibrated score, calibrated score, box placement, notes, and tags).
- Upload a CSV to update scores.
Facilitators will receive access to calibrate scores once the Calibration phase has been opened. After Calibration has closed, they will have view-only access to Calibration and lose the ability to edit scores.
Participants will also receive their view-only access to calibration when Calibration is opened but they will lose access once the phase has been closed.
Add a facilitator to a calibration group:
- Navigate to Admin > Performance Reviews > Reviews.
- Enter the review cycle you'd like to make changes to.
- Select the Calibrate Groups step > Select the ellipsis on the far right of the calibration group > Select Manage Group Settings.
- Search and add an individual to the Manage Access section. Once added, you can select the drop-down to change their role from Participant or Facilitator.
- Select Save Changes.