Performance plan fields that are 'locked' after the workflow process is initiated
After a workflow process is initiated, many of the fields that you use to configure the plan are locked and cannot be changed. This is done to avoid errors and misleading results.
Upon the initiation of a participant into a workflow process it changes to a 'Process Status' of Active. At this point, certain fields become 'locked'.
Also note that upon initiation, the defined workflow process becomes locked.
Not initiated workflow:
Prior to initiating participants into any plan workflow cycle, please ensure that you have selected the desired options. Some of the most commonly overlooked configuration options that become locked on initiation are:
|Select the plan components on which participants will be evaluated||Basics page|
|Would you like to conduct multi-rater evaluations within this performance plan?||Basics|
|Does this plan support mandated goals?||Basics|
|Goal Categories||Goal Options|
|Goal Rating Scale||Goal Options|
|Assign Competencies to Evaluate||Competency Options|
|Do you want to assign weights to competencies?||Competency Options|
|Overall Rating Scale||Overall Evaluation Options|
|Auto-Calculated Overall Evaluation Options||Overall Evaluation Options|
For detailed information on locked fields, please refer to the 'Administrator Online Help'. Information can be found by searching on "Performance Management Plan Editable Fields"