To update a supervisory assessment, start by navigating to the Activities tab and selecting Supervisory Assessments > Manage Frameworks from the drop-down.
Selecting a Framework
From the Manage Frameworks page, choose the framework you wish to update.
Choosing a Tool to Update
After selecting the framework, choose the specific tool you want to update.
Edit Screen Overview
Once you are in the edit screen, there are several configurable sections:
Defaults
- Default Rating Set
- Default Response Set
Standards
Adjust the standards to align with your assessment requirements.
Default Meeting Tags
Define meeting tags relevant to the framework.
Additional Fields
Add any additional fields you wish to display
Hidden Assessor
The hidden assessor feature is optional. To configure this, start by ticking the box above the settings.
Tool Options
- Appeals
- Sign-Off Options
- Development/CPD
Assessed Individual Groups
Assessed individual groups are optional. To restrict the individuals who can be selected for this tool, choose specific groups.
Assessor Groups
Assessor groups are also optional. To restrict the individuals who can be selected as assessors for this tool, select groups from the list.
Updating a Standard
To update a standard, click the edit icon next to the standard you want to modify.
Edit Standards
From here, you can update the following:
- Rating Sets
- Standard Steps
- Texts
- Descriptions
Once you’ve made your changes, use the buttons at the bottom of the screen to preview, export, and save the updated assessment form.
Important Note
Changes will only affect future assessments. Any assessments currently in progress will continue to use the previous configuration.