1 Initial Problem

In 360° surveys Apraisees typically lack guidance to work with selecting raters.

1. They land in the Info tab where they can close the survey for raters they have not even added yet.
2. They need to open the Manage rater tab unprompted. 
3. They are introduced to Toolbar & Table view, which they are typically not familiar with. They lack guidance in adding a new rater.

2 Conceptual Summary

If "Appraisees Select Own Raters" is checked in Settings-tab, then participants should get an improved Manage Raters tab guiding them through the process. 

1. Landing directly  in Manage Raters Tab and starting the workflow by clicking on [Add Rater] button in toolbar
2. Selecting or searching a type of rater and adding a rater
3. Sending an invitation mail to the selected rater

If participants want to interrupt the workflow, they may either click on "Manage Raters" Tab in order to get an overview of all added raters or they click on Add rater Button in order to trigger the workflow for a new rater. To navigate users can use save and continue or cancel buttons.

3 User Interface Modifications

3.1 List of Affected Views

• Manage Raters Tab

3.2 User Interface Details

3.3 New User Interface Concepts

None.

4 Technical Information

Technical
No technical issues.

Security
There are not any security implications.

Privacy
No additional privacy implications.

5 Contact

• Author of the Request: Tödt, Alexandra [atoedt];
• Maintainer: Killing, Alexander [alex]
• Implementation of the feature is done by: {The maintainer must add the name of the implementing developer.}

6 Funding

If you are interest in funding this feature, please add your name and institution to this list.

• …

7 Discussion

Killing, Alexander [alex], 21. Jan 2021: I support the idea. I do not think we need the "Rater selection completion screen", since all the information seems to be in the overview table. I also think we do not need the visualisation of the two step process on the right. We just ask, if the user wants to send a mail after adding the rater and return to the table afterwards.

8 Implementation

{The maintainer has to give a description of the final implementation and add screenshots if possible.}

Test Cases

Test cases completed at {date} by {user}

• {Test case number linked to Testrail} : {test case title}

Approval

Approved at {date} by {user}.