Track 360-Rater Requests with a Custom Review List

360-Rater Feedback requests can be tracked and managed by creating a custom review list. You can add columns that display both the number of 360-Rater Feedback requests that have been sent and the number that have been completed for each review.

Create a Custom Review List

1. Sign in as a Trakstar Perform Administrator.
2. From the navigation bar, select Reviews.
3. Select New Review List in the upper-right corner.

Configure the Review List

1. Enter a Name and Description for the review list.
   • Both fields are required.
2. Choose who can access the review list by selecting the appropriate visibility checkboxes.

Choose Which Reviews to Display

1. Add the filter or filters you want the review list to use.
   • Select + Add Filter to include additional filters if needed.
2. These filters determine which review documents appear in the custom review list.

Add 360-Rater Tracking Columns

Under Columns to Display > Review Fields, add the following fields:

• Requested 360s
• Completed 360s

These columns display:

• The total number of 360-Rater Feedback requests sent for each review.
• The number of those requests that have been completed.

Access, Edit, or Export the Review List

After saving the custom review list:

• Access it from the Reviews page.
• Select Edit this Review List to modify or delete the list.
• Select Export to download the report as a spreadsheet.
• To add these columns to an existing custom review list, open that list and select Edit this Review List, then add the Requested 360s and Completed 360s fields.