Update Rating Scale in Review Tasks​

Prior to this enhancement, customers had to submit a work order to update the title and description of a rating scale after a review is launched.

With this enhancement, administrators can edit the title and description of a Rating Scale on the Task Administration page. Once saved, the updates appear immediately on the Define Rating Scale page and users can see the updated ratings once they refresh the Review Task .pdf file.

To update the Rating Scale title and description, administrators can go to Admin > Performance Management > Tasks​ and select the icon next to Overall Rating Scale. An editable Define Rating Scale window opens where you make and save the changes.

Users can see the updated rating when they generate a review task .pdf from the Define Rating Scale page.


This functionality is automatically enabled for all organizations using the Performance module.


The following existing permissions apply to this functionality:

Performance Review Form Sections - Manage Grants ability to create and manage performance review questions and sections which are used in performance review tasks. This permission can be constrained by OU and User's OU. This is an administrator permission. Performance - Administration