1. How do I create performance templates and documents in Redwood experience?
  2. Configure the Structure Step

Configure the Structure Step

In the Structure step, you add the sections that you’ve already configured using the Performance Templates Section task.

After you add each section, you also define which roles have access to these sections and define processing settings for each role.
  1. Click Select Existing Section.
  2. From the list, search for and select a content section. This is the section you already created using the Performance Template Sections task.
  3. In the Comments section, select Enable section comments, if not already selected.
  4. In the Processing by Role section at the bottom of the page, click Add to add all the roles that require access to the section, whether to provide ratings or feedback, or view the section. For example, if your organization requires only managers to rate goals, but workers to only view the goals and ratings, you must add both the manager and worker roles to that section.
  5. From the Role list, select a role.
    1. For Item Comments and Section Comments, leave Optional With Warning selected. This displays a warning message when no ratings or comments are provided. This is the default value for all ratings and comments.
    2. Select Yes for Share Ratings and Yes for Share Comments. This determines whether to share with workers the ratings or comments that managers or participants provided in the Profile Content, Goals, or Overall Summary sections.
    3. Select Yes for Update Profile. This determines whether to update the worker profile with the ratings provided by the manager and any content items that were added to the performance document that aren't in the worker profile. If you elect to update profiles for competency sections, you can also specify the instance qualifier to identify that the source of the proficiency level provided by the manager for competencies is the performance document. Instance qualifiers must be set up and maintained in Oracle Fusion Profile Management.
    4. Select Yes for View Participant Names and View Participant Roles. This determines whether managers, workers can view participant names and roles.
  6. Repeat steps 4 and 5 to add other roles as required.
  7. Click Save.
  8. Click Continue to go to the Document Periods step.