360 - Your Assessment Workflow | Qualtrics

Step 3: Your Assessment Workflow

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Not all 360’s are alike; some allows subjects to nominate their evaluators and view their own report and others are completely managed by the administrator so that the subject never nominates evaluators or sees their report. Workflow is how you want your 360 assessment to work and our platform allows you to configure your assessment to meet your organization’s needs. As the administrator you determine what options you want enabled in your assessment. You will need to set up workflow options related to participants and subject reports.

Setting Up Your Participant Workflow

Your participant workflow allows you to designate who evaluates your subjects and how they are assigned. Before you build your participant workflow, you’ll need to know:

  • Who you want to evaluate your subjects
  • How you want to select the subjects’ evaluators

Once you have answers to these questions you are ready to set up your participant options. Navigate through this tutorial to see all of the available options and select the ones that you want. You will receive a PDF of the different options you need to set up and can use it when watching this video on how to set up the different options within our platform. You can also find a list of all the different participant workflow options here.

Setting Up Your Report Workflow

Your report workflow allows you to schedule when, how and to whom your subject reports are released. Before you build your report workflow, you’ll need to know:

  • Who should see the subject’s report
  • When and how the recipients of the subject’s report should see it

Once you have answers to these questions you are ready to set up your report options. Navigate through this tutorial to see all of the available options and select the ones that you want. You will receive a PDF of the different options you need to set up and can use it when watching this video on how to set up the different options within our platform. You can also find a list of all the different report workflow options here.


NEXT STEP: UPLOADING ASSESSMENT PARTICIPANTS