Evaluation Category Permissions and Visibility

Modified on Sun, 21 Jun at 1:19 AM

Category visibility controls where a category appears. Category permissions control who can view or edit the values.

Choose which divisions see a category

  1. Open Team Building in the left navigation.
  2. Click Categories.
  3. Click the edit button for the category.
  4. Find Visible in Divisions.
  5. Use Select All, Deselect All, or check the individual divisions.
  6. Click Save.

If no divisions are selected, the category will not appear for evaluators in those divisions.

Change who can see or edit a category

  1. Open the category from the Evaluation Categories page.
  2. Find the permission section in the category window.
  3. Review each role, such as owner, admin, coach, or evaluator.
  4. Choose whether that role can view or edit the category in each area.
  5. Click Save.

Common choices

  • Use normal skill categories when evaluators should enter scores during evaluations.
  • Use admin notes when only admins should see or edit a note.
  • Use draft notes when notes should be available during drafting.
  • Use private notes only when the note should stay limited to the person or role it is meant for.

What evaluators see

Evaluators only see categories that are visible for the selected division and allowed for their role. If an evaluator says a category is missing, check both Visible in Divisions and the category permissions.

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