In this article, we'll show how to assign reviews to groups of Users with just a few clicks - and how to set the assignment to apply to all future Group members.
This makes it easy to assign reviews to all your people and any new people who join your organisation at a later point.
A few things to know about the bulk assignment of reviews:
- Reviews are assigned to Users based on Group membership in Learn LMS
- Groups in Learn LMS must be configured to be available for Group assignment in Perform
- Bulk assignments can be a one-off or can be applied to all future members of the Group
- Perform will auto-assign reviews once every 24 hours
- Auto-assigned reviews will be assigned to new Group members until the review due date has passed
Note that it is also possible to bulk assign objectives to Groups of Users.
Steps to bulk assign reviews
The first step is to specify in Learn LMS any Groups that should be available for bulk assignment of objectives. The review assignment is then made in Perform.
- Browse to the Group area of Learn admin:
- Browse the list of Groups and select the Group that you would like to make available for objective assignment in Perform
- Scroll to the end of the 'Details' page. Select 'Yes' to make this Group visible in Perform:
- Navigate to Perform:
- Select Bulk assignments from the admin menu:
- Select New bulk assignment. You will see a list of Groups in Learn LMS that have been made available for Group assignment in Perform (see steps 1-3)
-
Select the Group or Groups to assign a Review. Note: if a user is a member of multiple Groups, they will be assigned the review multiple times - make sure this is checked before the objective is assigned:
- Select Assign
- Select Review to assign a review:
- Select Next
- Choose the review template to assign:
- Enter a due date for the review
- To auto-assign the review to all new members of the specified Group(s), select the checkbox 'Create auto-assignment rule...':
With this option selected, new Group members will be assigned the review until the due date is reached. Leave this checkbox blank for one-off assignments
- Select Assign reviews
- Select Yes, proceed with this assignment if you're satisfied with the assignment details. Note that bulk assignments cannot be cancelled once started and cannot be undone:
- Note that it may take a while for the reviews to be processed so please do not attempt the upload again. Check back in a few hours to confirm it's been successful
Review previous assignments
To review bulk assigned reviews, navigate to the 'Bulk assignment' area of Perform. There are two tabs - Assignments, and Rules.
Assignments
All assignments - both one-off and auto-assigned - will be listed here, along with the date and time the assignment was completed:
Rules
Whenever an objective/review is auto-assigned, a rule is created and listed in the 'Rules' section. At any point, a Perform administrator can delete a rule if it is no longer required.
Other things to note
1. Emails - emails will not be sent if a review has been assigned via this method of assignment
2. Reviews - cannot be set to share responses automatically using this method of assignment
Get deeper learning in The Academy
If you’re new to Perform, view Perform walkthrough and see how Perform looks to Users, Managers, and Administrators.
For the complete picture - including best practice advice, and hints and tips from the Kallidus team - view the Get started: Perform Course.
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