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 […]
Adding Assessors
To add the Assessors to the Project, the Project Manager must be placed in the Assessors tab and click on the Add Assessor button, press the From Directory button or Create New one and add the assessors in the same way that it was done for the participants from the “From directory” option or “Create New one” Option. Create a new one: To create a new […]
Adding Participants
To add the participants to a project, from the Project manager’s perspective you will have two options made available to you when you press the “+ Add Participants” button. The three ways to add participants are: creating a new participant or Excel or from the directory where you will find all the people that have been previously uploaded to the platform. Create New To add […]
Communication Email
In this section of the “journey sequence”, you can configure all the messages/communications for invitations, reminders, and the completion of the project email for the participants (to invite them to share their final reports). By default, these emails already have pre-established content but you can edit them to adapt them to the needs of the project. […]
Landing Page
This is the main site of a Project, the main interaction point where the employee can visualize the information and description of the Project and the instructions they will need to follow. This landing page can be accessed either from the invitation e-mail sent to each of the Project participants. It will also be possible […]
Scoring Formula
Creating the Reference Profile To create a new reference profile click on “+ New Formula”. You can then can add the different components that you want that formula to be composed of. To do so, click on “+Add component”. Once this is done, a modal will be opened where you can select the variables you want to be part […]
Project Analytics
Within each Panorama project, you will find a project analytics section. To access it, click on the ‘Statistics‘ button at the top right of the screen. Here you will find information about your project: No. of participants/states % completed phases Average results Score results Metadata info.
