Purpose
The purpose of this page is to provide you some use cases related to the Performance Forms permissions configuration.
Overview
When it comes to Performance Forms permissions, there are infinite world of possibilities that can be configured, and in this WIKI, we will cover examples of permission configuration from some of the most common use cases.
Introduction
Unless field permissions are configured correctly, ratings, comments, even the entire section may be visible or hidden to the wrong people at the wrong steps. It is impossible for anyone but the customer to know what is right or wrong for them. For example; some customers want to hide things from E at completed, whereas some customers want to show everything to E at completed.
Therefore, every customer must perform thorough and exhaustive testing for forms for every user in the process, and from every step (including completed), and from every angle. For example, what happens if your route forms backward? Or add a new manager? Or add a new step? Or make a manager change at any given step? Or reject from signature etc?
You must test any and all possible scenarios your users will be able to do before you can truly be sure the form won't hide or expose the wrong information under that scenario.
The following steps are to update your template only and NOT live forms. Changes made to your templates never apply to your live forms. If forms do not meet your business needs, you should delete those forms, redesign your template to the specifications your business process needs and then relaunch your forms to users.
This is why thorough end-to-end testing is important before launching forms. (Tip: if you do make a mistake and need to launch new forms, leave old forms there until users have copied any info over into their new form, and then delete incorrect forms).
This document has been created based on the KBA 2077252 - Field and Section Permissions in Manage Templates Show Advanced Options - Performance Management
On the permission scenario, is necessary to have in mind that the "Completed" step is not available to be selected in the steps of the permission. This needs to be considered in case you wish to have a field or a section available or not to the people involved in the evaluation once the forms are completed. The Completed step will be included when "All" route steps are selected, as below:
Check below example of configurations related to the Field Permissions
- Form With Self Evaluation - Manager ratings hidden from the employee
- Form With Self Evaluation - Manager Comments enabled to the employee
- Form With Self Evaluation - Manager Comments and Ratings enabled to the employee
Related Content
Related SAP Notes/KBAs
SAP KBA 2077252 : Field and Section Permissions in Manage Templates Show Advanced Options - PMGM
SAP KBA 2078697 : Other's Rating Tab Permissions - Performance Management
SAP KBA 2086753 : Manage Route Maps - Route Map List - Performance Management