You're looking at an older version of Totara.

Please see Totara 15 help for the latest version.

On this page

Search

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

Viewing performance activities

Users can view the performance activities assigned to them by navigating to Develop > Activities from the top navigation bar. There are two tabs available here: Your activities and Activities about others.

Users can view any activities in which they are the Subject in the Your activities tab.

Users may also need to complete activities as an Appraiser or Manager. These activities can be found in the Activities about others tab. 

Activities about me

The user can see all of the performance activities about them (i.e. they are the Subject) in this table.

ColumnDescriptionNotes
Activity titleThe name given to the activity. Click the title to view the activity.-
Your progress

This shows the viewer's progress through the activity:

  • Not yet started
  • In progress
  • Complete
If a due date has been set for the activity and this date has passed without you completing the activity then there will be an Overdue warning alongside your progress.
Overall activity progress

This column indicates the overall progress of the activity:

  • Not yet started
  • In progress
  • Complete

If another participant has started the activity the status will display as In progress, even if the viewer hasn't started the activity.

If a due date has been set for the activity and this date has passed without the activity being completed then there will be an Overdue warning alongside your progress.

Screenshot of the Performance activities screen showing list of activities and progress.

Activities about others

Users may also need to complete performance activities as either a Manager or Appraiser, providing feedback for their team members and colleagues. Any activities requiring the user to participate in either of these roles are displayed in a table here.

ColumnDescriptionNotes
Activity titleThe name given to the activity. Click the title to view the activity.-
UserThe name of the Subject (i.e. the person being appraised) of the activity.-
Relationship to user

Displays the viewer's relationship to the activity's Subject:

  • Manager
  • Appraiser
-
Your progress

This shows the viewer's progress through the activity:

  • Not yet started
  • In progress
  • Complete
-
Overall activity progress

This column indicates the overall progress of the activity:

  • Not yet started
  • In progress
  • Complete
If another participant has started the activity the status will display as In progress, even if the viewer hasn't started the activity.

Selecting an activity

Clicking the activity title will take you to the start of the activity. You can also click the arrow icon () to show the activity details.

When expanded you can see the date the subject instance was created, each of the sections (if enabled), the participants involved and the status of each participant instance (e.g. In progress or Complete). You can close the panel by clicking the arrow icon again or by clicking the cross () in the top-right corner.

Viewing the details of a performance activity.

If the activity has multiple sections you can also jump straight to a specific section rather than starting from the beginning of the activity. To jump to a section simply click the section name in the expanded activity details panel.

When answering questions you'll be able to see that under the Questions about you heading are details about who your responses are visible to, and when they will become visible.

Completing performance activities

If you have been assigned any performance activities then you will need to complete these. Some activities you will be assigned as the subject and these will be about you, others you will be assigned as a participant to contribute responses about other people.

Completing an activity about you

If you have been assigned an activity where you are the subject then you can complete your parts by following these steps:

  1. From the top menu bar go to Develop > Activities
  2. Ensure the Your activities tab is selected (this should appear first by default). 
  3. Click the title of the performance activity you wish to complete. 
  4. Work through the questions, some questions may be optional but you will need to ensure you answer anything marked with an asterisk (*) as these are mandatory. 
  5. If it is available the Show others' responses toggle in the top right corner will allow you to see how other participants have answered each question. 
  6. If you are not ready to submit and need to come back to finish questions another time then click the Save as draft button. 
  7. When you finish a page of questions be sure to click the Submit button before proceeding to save your answers. 

Once submitted, your responses will be visible to other users who have permission to view them.

You will not be able to update your responses after submission.

Completing an activity about someone else

If you have been assigned an activity where you are a participant then you will be required to submit responses about someone else (the subject). You can do this by following these steps:

  1. From the top menu bar go to Develop > Activities
  2. Go to the Activities about others tab. 
  3. Click the title of the performance activity you wish to complete. 
  4. Work through the questions, some questions may be optional but you will need to ensure you answer anything marked with an asterisk (*) as these are mandatory. 
  5. If it is available the Show others' responses toggle in the top right corner will allow you to see how other participants (including the subject) have answered each question. 
  6. If you are not ready to submit and need to come back to finish questions another time then click the Save as draft button. 
  7. When you finish a page of questions be sure to click the Submit button before proceeding to save your answers. 

Once submitted, your responses will be visible to other users who have permission to view them.

You will not be able to update your responses after submission.


An example of a manager completing a check-in activity about an employee.


© Copyright 2020 Totara Learning Solutions. All rights reserved.

Provide feedback about this page using the link in the bottom right of this page. 

 Still have questions? 

Why not post them in the forums on the Totara Community?



  • No labels