2077250 - Manage Templates - Get Feedback and Disable Ask For Edit Routing - Performance Management

SAP Knowledge Base Article - Public

2077250 - Manage Templates - Get Feedback and Disable Ask For Edit Routing - Performance Management

Symptom

  • This article reviews using the Feedback button.
  • How do I use Get Feedback?
  • Define the Get Feedback options
  • What is Disable Ask For Comment Routing?    
  • What is Disable Ask For Edit Routing?
  • How do I recall a form?

Environment

  • Performance Management

 

Resolution

The Get Feedback button can be configured to just allow the user that the form is sent to add comments (get-comments) or to allow the user to add comments and ratings (get-edits). The functionality of the button is controlled by enabling and disabling the checkboxes on the Form Template page

Go to Admin Tools => Form Template Administration => Form Templates =. click on the Template Link

  • Disable Ask For Comment Routing    
  • Disable Ask For Edit Routing  

 


Applies to

PM, Comp’, Succession, JobReq

 

Disable Ask for Edit Routing (Get Feedback)

No longer allows users to add users from outside the established approval chain to the routing map during the Modification stage of the routing process.

By default, this option is turned on, and users can select other users who they want included in the approval process, and have the form routed to these added users.

When you select this option, you're turning off this feature for this form. Users will no longer see one of the following buttons:

Ask For Edit Routing button (if using nongraphical routing)
Add Approver/ Evaluator button (if using graphical routing).


Disable Ask for Comment Routing

No longer allows users to route forms for comments only.

By default, this option is turned on, and users can route the form to others to get comments without allowing those users to change anything else on the form, such as ratings.

When you select this option, you're turning off this feature for this form. Users will no longer see one of the following buttons:

Ask For Comment button (if using nongraphical routing)
Request for Comment button (if using graphical routing)

 

Change timing

When you change these options via admin tools they apply Immediately, including existing forms.

 

 

 

When you use Get Feedback these are the expected behaviors:

  • commenter name is displayed next to any text he/she writes—do not confuse with anonymous 360s
  • all ratings/comments in place will be seen by commenter unless the section is hidden—so consider when you want to make feedback request
  • rating option 3 (used for split comments) in the form XML does not allow the commenter to enter ratings, only comments
  • rating option 2 (rating displayed next to each commenter) in the form XML does allow the commenter to enter ratings as well as comments


The button can also be permissioned to be visible to only certain people and only at certain steps if needed. Please open a case with Customer Support if you need to discuss a configuration change to your current form configuration.

 

Recall a form that is out to get feedback

When you select Get Feedback, a new window opens in which you search for, select, and confirm the name of the person from whom you want to get feedback. You can recall the form when it is out for feedback without having to go through an administrator. You can also see if a form is out for feedback from the Team Overview.

 

Helpful Information

Ask for Comment
  •  will not put copy of form in folders of the additional commenter(s)
  •  allows comments to be added, as expected
  •  does not allow any rating from the commenter

Ask for Edit

  • will put copy of form in the folders of the additional commenter(s)
  • allows comments and ratings to be added, as expected
  • allows for edits such as removing goals

 

Keywords

KBA , sf performance manage templates , sf performance manage live forms , LOD-SF-PM , Performance Management , How To

Product

SAP SuccessFactors HCM Core all versions