Review Content Setup

Project Setup Basics Video

Managing Review Form Content Video

Common Review Form Management Tasks

1. How do I add Competencies from Echospan's library?
2. How do I add custom content and save it to my custom library?
3. How do I access my custom library?
4. How do I add competency descriptions and instructions?
5. How do I add self-evaluation text for items?
6. How do I reorder items?
7. How do I delete a competency and items?
8. How do I require responses to certain items?
9. How do I present an item to only one OR multiple relationship groups?
10. How do I duplicate a project?
11. How do I reactivate a project once it is archived?

Advanced Review Form Management Tasks

12. What are Importance Ratings?
13. How do I setup an Importance Rating competency?
14. How do I select an Importance Rating scale?
15. Are Importance Ratings only for competencies or can items also be setup as Importance Ratings?
16. Are there specific ways that Importance Rating items need to be structured?
17. How do I interpret the Importance Ratings graph?


Note: All answers below pertain to the "Review Items" section under the "Setup" menu option in the administrative tool.

1. How do I add Competencies from Echospan's library?

• Click the "Competency Library" button at the top of the review items page.
• Check the box next to the competencies you want to add and click submit.
• You can click the link at the top of the pop up to download a copy of the Echospan competency library if it is easier for you to review in excel.

2. How do I add custom content and save it to my custom library?

• Click the "New Competency" button at the top of the review items page.
• Type in your category names, separating each new category by a line break or copy and paste the list of categories in form a word or excel document.
• If you would like to add your items one at a time, click the "New Item" link next to your category name and type in or copy and paste in your item and edit the item settings as needed.
• You can add multiple items to a category one at a time by clicking the "New Item" button at the top of the review items page. The items should be separated by a line-break and can be copied in from a word or excel document. Make sure to select the category you want to add them to from the category drop-down box.
• Once the items are entered you can click the "Copy to library" option next to the category name to copy that category and its items to your custom library for use in future projects.

3. How do I access my custom library?

• Click the "Competency Library" button at the top of the review items page.
• Select the radio button for My Custom Library.

4. How do I add competency descriptions and instructions?

• Click the Properties link next to any competency name. There you will see the fields for descriptions and instructions.

5. How do I add self-evaluation text for items?

• Click the edit button to the right of any item.
• Then click the "Advanced" link under the text box.
• Type in the Alternate Item Text and click save.
• The alternate text will be displayed in the targets self-review, not on the report.

6. How do I reorder items?

• Click and drag the item(s) into the new position using the up and down arrow icon.
• Click “Save Item Order” at the top of the page.
• The new order will be reflected on the review response pages as well as standard reports.

7. How do I delete a competency and items?

• To delete a competency: Click the delete competency link next to the competency name. This feature deletes the competency and all of the items in that group.
• To delete an item(s): Check the box next to the item(s) that needs to be deleted and then click the red "x" icon at the top of the page.
  ***Please note that once competencies and items have been deleted they can not be restored. Once reviews have been started and responses have been submitted we advise against deleting any competencies or items.

8. How do I require responses to certain items?

• Check the box next to the item(s) that you would like required and use the Modify Selected items drop down at the top of the page to choose to require those items.
• You can also modify one item by clicking the edit icon to the right of the item and then changing the "Req?" drop down.
• Make sure that question validation is turned "on" under the Setup menu option >> Project Settings.

9. How do I present an item to only one OR multiple relationship groups?

        Option One: Click the new Item button at the top of the screen. Enter your item(s), choose the item type, and then select the respondent group(s) that should respond to the item(s).

        Option Two: Click the New Item option next to a competency, add your item text, and select the relationship group(s) that should respond to that item.

        Option Three: Click the edit icon to the right of the item and click the radio button next to the relationship group(s) you want to present the item to from the "Respondents" column.

        The relationship groups that you choose will be presented on the Review Items page once the items are saved.

10. How do I duplicate a project?

A project (Review items, email templates, and project settings) can be duplicated from your 360 account homepage.

• Click the "create a new project link".
• Title your project.
• Choose the duplicate existing project radio button.
• Select your project name from the drop down box, and create the project.

       ***Project must be active to be duplicated.

11. How do I reactivate a project once it is archived?

• Switch your project view to Archived/Past Projects.
• Click the "reactivate" button to the right of the project that should be activated.

12. What are Importance Ratings?

• Importance Ratings are scored by Managers and Self-raters in order to evaluate the significance of specific competencies in the target’s role. The importance items appear the same as other rated items in the review, but are scored using the Importance Ratings scale described below. These ratings may help targets realize development opportunities in their current role.

13. How do I setup an Importance Rating competency?

• Click the "New Competency" button at the top of the review items page.
• Type in your Importance category name
• Click the “Properties” link next to the competency name
• Select the radio button next to “Importance Rating” and click “Save”
• To add items to your Importance Rating competency, click “New Item” at the top of the page and enter your items, separating each item with a link break. Select your Importance Rating as the associated category. The items should be setup as Rated Items and posed only to the Self and Manager groups. Then click “Submit.”

14. How do I select an Importance Rating scale?

• Importance Ratings are tied to a default scale when you setup the Importance Ratings competency. This scale is standard across all accounts and not editable. The rating scale is: Not Important, Somewhat Important, Moderately Important, Very Important, Extremely Important.

15. Are Importance Ratings only for competencies or can items also be setup as Importance Ratings?

• The Importance Ratings should only be used to rate the importance of competencies and not to rate importance of specific items in the review.

16. Are there specific ways that Importance Rating items need to be structured?

• The review item must have the same name as a competency (For example, an “Accountability” review item will need to match to an “Accountability” competency name)

• Or, the review item must start with the name of a competency followed by a colon and a description of the competency being rated. (For example, the Importance Rating item, “Accountability: taking responsibility for ones actions” must match to the competency named “Accountability”).

17. How do I interpret the Importance Ratings graph?

• The blue bars in the chart represent the average competency scores for all non-self raters in the review. The importance ranking provided by the self-rater and manager are represented by the square and triangle symbols. The blue bars are the overall score for the competency and should match the scores in the competency summary/profile sections of the report.

***Don't forget, additional help can be found on each page of the administrator tool. If you click the red question mark in the top right corner of each page you will find a legend for the icons and answers to some commonly asked questions.