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Work.com: Calibration - How do I create a calibration report without using the recommended calibration package?

Knowledge Article Number 000213179
Description

Though installing the Calibration report package will help you get up and running faster you may prefer to create your own Calibration report type and reports.

Resolution

1. Create a new report type with the following values:

Report Type Label - Calibration
Report Type Name - Calibration
Store in Category - Work.com Calibration
Deployment Status - Deployed

2. Setup the following Object Relationships for Performance Cycles

  • with at least one related record from Feedback Question Sets (B)

    • with at least one related record from Feedback Requests (C)

      • with or without related records from Feedback (D)


3. Edit the Layout, so that it contains the following sections and fields:

Create a new section called Questions and add the following Feedback Fields (via Lookup) on the Feedback Question field

  • Question ID 

  • Question Number 

  • Choices 

  • Confidential Answer 

  • Question Name 

  • Last Modified By 

  • Text 

  • Optional 

  • Last modified Date 

  • Question Type 

  • Detail


Create a new section called Subjects and add the following Feedback Request Fields (via Lookup) on the Feedback About field: 

  • User Id 

  • Active 

  • Division 

  • Country 

  • First name 

  • Company Name 

  • Employee Number 

  • Last Name 

  • Title 

  • Role 

  • Full Name 

  • Department State/Province 


Create a new section called Managers and add the following Feedback Request Fields (via Lookup) on the Submit Feedback To field: 

  • User Id 

  • Active 

  • Division 

  • Country 

  • First name 

  • Company Name 

  • Employee Number 

  • Last Name 

  • Title 

  • Role 

  • Full Name 

  • Department State/Province


4. Create a report that uses the new Calibration report type and edit it to meet these requirements:

  • The report must be in a Summary Format, grouped by Feedback Question Name and then by Feedback.

  • These columns should be listed in the report:

    • Performance Cycle ID

    • Feedback Request ID

    • Feedback ID

    • Subject: User ID

    • Subject: Full Name (or Subject: First Name and Subject: Last Name)

  • The report must be filtered to only view one performance summary cycle.





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