Monitoring participation in a review

review participation to monitor the overall participation in a review, go to the forms tab within the review each form will display the status of the indiviual forms and the overall completion percentage participation statuses depending on the configuring form settings docid 0i0ewwz9btfhzdvsmbpyz , your will see different statuses to reflect that various states of form completion or form responses workflows docid quljlsn6bsalsltpaoox here are the statuses awaiting the next action pending the form is awaiting initial submission awaiting approval the form has been submitted but not been reviewed or approved awaiting changes the form has been reviewed by the approver, and the approver has requested changes awaiting release the for has been submitted and if applicable approved but not yet released completed statuses these contribute to the completion percentage in the center of the graph done the form has been submitted and that is the final step approved the form has been approved and that is the final step released the form has been released and that is the final step skipped the form has been skipped and will not be completed end statuses expired the form has closed and these forms will not be completed rejected the form response was rejected and will then be again awaiting approval tasks tab on the tasks tab, you can view a list of all the tasks all tasks associated with the review display on this tab, regardless of form or completion status from the tasks tab, you can see all reviewees, reviewers, the associated forms, the associated task, task status, sent date/time, due date/time and completion date/time you can filter the list by form, the specific task required, status, by reviewer or by reviewee, or by specific name you can find an overview of all of the statuses within managing tasks docid\ augk05iqto acrgcmff60 for each task, you can use the row menu (⋮) to view view the reviewee on the org chart view the reviewee employee profile view the reviewer employee profile send a reminder send a task reminder you can send task specific reminders directly from the tasks tab to encourage a reviewer to submit their form this is helpful for when you want to send a reminder only to a specific reviewer to send a task reminder in the tasks tab, navigate to the task you want to send a reminder for in the the row menu (⋮) for that task, select send task reminder the reminder is sent automatically to the reviewer associated with that task when a reviewer is transferred or changed during a review and there are pending tasks, all pending tasks are deleted and the previous reviewer is no longer able to submit the new reviewer receives the pending tasks delete a task deleting a task permanently removes the task from the review and clears all associated pending tasks for individuals to delete a task in the tasks tab, navigate to the task you want to delete in the the row menu (⋮) for that task, select delete task the delete task dialog displays with a summary of the task select confirm to delete if you would like to delete tasks in bulk, you can do so on the tasks page review managing tasks docid\ augk05iqto acrgcmff60 for details export tasks from the tasks tab, you have the ability to export employee data as a spreadsheet to export tasks in the tasks tab, select export csv the export csv dialog displays in the export type dropdown, select an export type you can select from the following data sheet exports a list of employees and titles for the entered date comp history exports compensation history data collection history exports form data collected during the current review cycle pending taks only exports a list of pending tasks all tasks exports a list of all tasks associated with the current review cycle user lists exports a list of all charthop users, including the email associated with their charthop account, last active date/time, and access role (optional) select whether to include charthop ids or former employees (if applicable) in the spreadsheet select export once the export is complete, select download to save the generated csv file