360 - Participants FAQ | Qualtrics

Participants

Who assigns relationships in a 360?
Depending upon the Participant Options enabled for the assessment, a subject, manager, or administrator can all assign relationships to evaluators.Administrators can always assign relationships. Administrators can change relationships as well after evaluations have been submitted. This is done by clicking on the name of the Subject in the Subject List section, viewing the Evaluators list for that subject, clicking on the relationship for a particular evaluator, and selecting the new relationship from the dropdown list.Managers can assign relationships if “Managers May Choose Evaluators” is turned on.Subjects can only assign relationships if “Subjects Nominates Evaluators” and the sub option “Allow subjects to select relationships” are both turned on.
How do you mass upload all of your subjects or evaluators into an assessment?
Uploading Subjects

  1. Go to the Participants tab.
  2. Select List in the navigation bar on the left side.
  3. Select the Subjects tab.
  4. Click on the “Add Subjects” dropdown on the right side.
  5. Select “Import.”
  6. Select “Browse” and select your csv file.
  7. Select “Import.”

Qtip: The imported file must include columns titled FirstName, LastName, and Email. Additional columns for metadata are optional. You can download the Example Document on the right hand side of the Import window for an example.

Uploading Evaluators

  1. Go to the Participants tab.
  2. Select List in the navigation bar on the left side.
  3. Select the Evaluators tab.
  4. Click on the “Add Evaluators” dropdown on the right side.
  5. Select “Import.”
  6. Select “Browse” and select your csv file.
  7. Select “Import.”

Qtip: The imported file must include columns titled FirstName, LastName, Evaluator Email, SubjectEmail, and Relationship. Additional columns for metadata are optional. You can download the Example Document on the right hand side of the Import window for an example.

Does order of the metadata matter when organizing your participant file?
The order of metadata does not matter. However, the fields do need to be spelled and capitalized consistently across your Participants upload, Form, and Report.
How can you assign a manager to subjects without the manager being also assigned as an evaluator?
It is easy to assign a manager to subjects without the manager being assigned as an evaluator. You will need to add the manager to each applicable subject:

  1. Go to the Subjects Page of the Participants tab.
  2. Click on the name of the subject in question to bring up the Participant Profile.
  3. Click on the Relationships section of the window.
  4. In the Search bar, type the name or email address of the person you’d like to add as a manager. The search bar will return a list of people from the directory that match the search. Select the appropriate individual
  5. Click the “Select Relationship” button and select “Manager” from the drop down menu. A manager relationship selection will appear on the page. When you’re done reviewing, click the “Close” button in the lower right corner of the Participant Profile window.