Performance Review - Evidence Collection - Add/Edit Evidence

Evidence Collection review sections are used in conjunction with Competency Assessment review sections because Evidence Collection sections enable reviewers to input, upload, and edit materials that provide evidence that supports the competency ratings assigned in the Competency Assessment section. When creating or editing evidence, reviewers can provide summary text, associate the evidence with competencies, and attach documents to the evidence.

To add evidence to an Evidence Collection performance review section, either click the Add Evidence button, or select Add Evidence from the Add Evidence drop-down menu. Note: This option is only available if the performance review step is configured to allow reviewers to create and edit evidence. Self and peer reviewers cannot edit any evidence that was added by another reviewer. Self and peer reviewers can only edit evidence that they uploaded within the Evidence Collection review section.

To edit a piece of evidence within an Evidence Collection performance review section, click the actions drop-down menu to the right of the evidence in the Evidence Feed and click the Edit Evidence option. Note: This option is only available if the performance review step is configured to allow reviewers to create and edit evidence. Self and peer reviewers cannot edit any evidence that was added by another reviewer. Self and peer reviewers can only edit evidence that they uploaded within the Evidence Collection review section.

Evidence Text

In the Evidence Text field, enter the details of the evidence. For example, if the evidence is an observation, then this field should be used to describe what was observed and how the observation relates to the appropriate competencies. If an attachment is added as evidence, this field should be used to summarize the attachment and describe how the attachment relates to the appropriate competencies.

This field is required.

Competencies

Evidence Collection sections enable reviewers to input or upload materials that provide evidence that supports the competency ratings assigned in the Competency Assessment section.

Note: This section is not available if there is no competency model available.

Competencies - Add

To associate the evidence with one or more competencies, click the Select Competency button. This opens the Search Competencies pop-up. The reviewer can only select competencies that are contained within the competency model that is associated with the Competency Assessment review section. See Search Competencies Pop-up.

When competencies are selected, they are displayed below the Select Competency button.

Adding competencies to a piece of evidence is optional.

Competencies - Remove

To remove a selected competency from the evidence, click the X icon on the right side of the competency.

File Upload

Reviewers may upload a file to provide evidence.

File - Add

Attach a file by dragging and dropping a file into the Attachment area or by clicking the Select a file button and selecting a file from your computer. Note: The drag-and-drop functionality is not supported by Internet Explorer browsers.

After the file is selected, the attachment appears at the top of the File Upload section.

See the Attachment Restrictions section below for information on attachment restrictions.

File - Remove

To remove an uploaded file, click the X icon to the right of the file name.

Add/Save Evidence or Cancel

When creating a new piece of evidence, click Add Evidence to save and create the new piece of evidence. Or, click Cancel to discard the new piece of evidence.

When editing an existing piece of evidence, click Save Evidence to save the changes. Or, click Cancel to discard any unsaved changes.

Attachment Restrictions

The following attachment restrictions apply:

  • One attachment can be added.
  • The maximum file size is 5 MB.
  • The attachment file name cannot exceed 50 characters.
  • Executable files cannot be uploaded.
  • Files cannot have a hidden extension or no extension.

The following file types are allowed:

File Type Extension
Compressed
  • zip
Data
  • xls/xlsx
Image
  • bmp
  • gif
  • jpeg/jpg/jpe
  • png
Presentation
  • ppt/pptx
Text
  • doc/docx
  • pdf
  • txt
Video
  • avi
  • mov