- Create different form templates for the different types of sessions. 'Lower level' sessions should not enable the 'auto route upon session finalization' option, or you will not be able to include those forms in 'higher level' sessions. If you are enabling Manager One-Click sessions for the first level of calibration, create a different template for those sessions. You might not need all the same list views, and guidelines can apply awkwardly to smaller calibration sessions. For higher level or larger sessions you may want to apply different limits on viewing and synchronizing.
- Sessions at the top level that are mostly for the sake of comparison and ratings won't likely be changed are best done through reports. If the number of subjects is over the maximum allowed in a session, Ad Hoc reports are the only option. Calibration Ad Hoc reports can consolidate all rating changes, session comments, etc. to support the discussion that occurs in the roll up session.
KBA , LOD-SF-PM-CAL , PM-Calibration Issues Specific to PM Forms , How To
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