In This Article:
Steps for creating a new RAR series
For an overview of what RARs are and what they contain, refer to this article: RAR OverviewNote: RARs are created and owned by the Reviewee
Steps for creating a new RAR series.
 | On the WiredUp platform, click on the Management option from the ribbon bar. |
 | Select the RAR option. This will open the screen below with the Reviewers and Reviewees panel on the left side of the screen. |
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The RAR Results sections are configured on Portfolio > Portfolio Config > Overview Types | |
 | Reviewers section shows a list of your existing Reviewers from the existing RAR series created. |
 | Click this button to create a new RAR series. This will open a screen for configuring the new RAR series. An example of the configuration screen is provided below. |
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On the RAR Configuration screen, you have the view of the names of the Reviewer and Reviewee as well as the option to Change the Reviewer if needed. On the right side of the screen, you can select the Portfolio from the dropdown list for which you will create the RAR for and choose the Date for the first RAR instance. Specify the End Date for the RAR series as well. If unspecified, the series will continue indefinitely. In addition, you can choose the RAR Frequency for the RAR meetings and adjust the Number of Historic RARs available for quick access. Specify which RAR Sections should be included in the RAR series and indicate whether actions from other sources should be included for review in the Include Actions From section.
 | Reviewees section shows a list of your existing Reviewees from any existing RAR series created. |
Note: After the End date, the system will not create another RAR instance. Therefore, the date entered on the End Date field will be the last date that the RAR instance from the series will take placeNote: 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 people's RARs.
- Intiatives - When checked will include actions created and assigned to you in Initiatives.
- Meetings - When checked will include actions created and assigned to you in Meetings.