For an overview of what RAR's are and what they contain, refer to the RAR Overview page
RAR's are created and owned by the Reviewee
To create a new RAR series, click on the “+” icon on the RAR cascade menu, below the list of reviewers.
This opens the Configure RAR Series screen as below
|Reviewer - opens a drop down to select the Reviewer for this RAR series|
|Organisational Structure - defines where in the organisation this RAR resides (department, sub-department, team)|
|RAR start date - date of the first RAR in this series|
|RAR end date - date of the last RAR, if unspecified the series will continue indefinitely|
|RAR frequency - specify the interval between RAR's|
|Number of previous months - this changes the number of historic RAR's that are available for quick access from within the RAR|
|RAR sections - Specifies which sections can be included in a RAR (refer to the RAR overview page for an overview)|
|Include Actions - specify if actions from other sources should be included in the RAR for review|
Clicking save will create the new series and the first RAR instance will be automatically available.
Some further notes on actions:
- Direct reports - When checked will include actions created and assigned to you in other peoples RARs.
- Ideas - When checked will include actions created and assigned to you in Ideas.
- Meetings - When checked will include actions created and assigned to you in Meetings.