Participant management (Assessor’s Area)

When you access the assessor area, you will find the participant’s table with the participants to whom you have been assigned to one of the phases Even if you only have to evaluate one of its phases, you will be able to view the participant’s entire journey. But you will only be able to rate […]

Roles

Client AdminThis user will have full access to all Projects, Directory, Groups, Analytics, and Administration Panel from where you can access the Account Settings and Data Models. This account usually is from the client, and we recommend using a generic corporate account rather than an individual account. Client Admins cannot have multiple roles within Panorama. For example, if you set up the […]

Evaluation Variable

These are the variables that will be used to evaluate a participant within a corresponding project.  These competencies are divided and defined in levels that will later be the definitions included in the results reports delivered according to the scores obtained in the tests that measure that “competency or enabler” by a participant.  These variables can be measured by […]

Report

In the Settings Panel, you will be able to configure and preview both the HR report and the feedback report, which you can send to the participant at the end of the process (if you are HRM or PM). Look & Feel Here you will be able to include the logo and the main colour […]

Project Actions

As a Project Manager or HR Manager, you will have several actions at your disposal. To access these actions, go to the upper-right corner and click on “Project Actions”​​​​​​​. Manage Project ManagersYou’ll be able to add other Project Managers to the Project. Remember that these people must already be added to the People Directory before you […]

Other actions to be carried out on the participants

Send communication There are 3 types of communication: Invitation: This email is used to send the invitation to the project to the participants. Within this email, participants will find access to the project landing page, where they will be able to carry out the tests configured in the project. Reminder: This email is used to remind participants […]

Launching a project

Once we have set up the Project and added the participants and assessors, you can launch the Project. To do so, all you have to do is to press the “Run project” button and check the suggested points. At this point the Project will be shown as “in progress” and no further changes can be made to the […]

Assigning Assessors to participants

One by one planning To assign assessors to participants the Project Manager must be placed in the “Assignments” tab and click on the (+) icon. Once done that, it will appear a pop, where you will be able to select the assessor. Additionally, you will have the option to selecet if you want to assign that assessor […]