Checking tasks in personal plans
The Curator and Administrator can review and check tasks in the individual plans of their subordinates. For this, the user needs to be assigned a task with the curator designated for evaluation.
Any system user (except users with the "SAAS administrator" role) can be selected as a curator - manager, expert, mentor, etc.
If the "Curator evaluation" mode is selected in the task, then after the user completes the task, it must be checked and evaluated by the selected Curator.
Appointment of a Curator
You can assign a Curator in the Evaluation Method block. To do this, click on the edit icon (pencil) and select the desired employee from the list by searching by name or email:
If necessary, you can remove the current curator and select a new one.
After saving a task with the selected Curator, the user receives a letter of assignment that specifies the name of the Curator, and the data about the Curator are displayed on the task card in the personal plan:
Checking the task by the curator
After a user completes a task and sends it for review, the Curator receives an email with a notification about the task that is waiting for review:
You can follow the direct link from the email to check your assignment.
You can also go to the task check section from Development - I'm checking - Tasks in development plans.
A page with a table of tasks for subordinates opens. The table consists of 3 tabs:
- "All" - displays all tasks of subordinates;
- "Unchecked" - displays only unchecked tasks;
- "Checked" - displays all checked tasks.
The page automatically opens on the Unchecked tab. In the top right corner of the table, buttons Search and Filter are available. Search is performed by task name.
To open the filter window, click on the button. Filtering is available by task status and performer.
The task card displays the following information:
(1) task status;
(2) the block to which the task belongs;
(3) task type;
(4) task description;
(5) assigned performer;
(6) edit and delete task buttons;
(7) the Check button.
To open the task checking page, click Check. After that, a page for evaluation opens, displaying the following information:
(1) task description;
(2) comments left by the assigned curator or performer;
(3) text field for new comment;
(4) task edit button;
(5) additional information about task;
(6) button to upload files to comments;
(7) Evaluate button.
If the task is not fully completed and the Curator is not ready to give a grade, he or she can only send a comment without giving a grade. To do this, enter the text of the comment and press the "Send" button.
Click Check to give an evaluation to the completed task. If a curator is assigned for evaluation in the task, the button will be displayed only for them. If Self-assessment is selected, the user can independently provide an evaluation. Use the slider to rate the task.
After scoring, the task performer will receive a letter about the result of the scoring:
After the task is evaluated, it will move to the Checked tab. The task card will display its new status and rating. If necessary, you can leave new comments and change your grade. The history of grade changes is saved.