# For Administrators

### Quick Start <a href="#quick-start" id="quick-start"></a>

1. Admin signs up and verifies email
2. Imports staff data
3. Creates review cycle and forms
4. Activates cycle
5. Staff receives access and completes reviews

## 1. Admin Account Management

### Sign-Up and Login

1. **Sign-Up**:
   * Navigate to the signup page.
   * Enter your **email** and **organization name**.
   * An activation link will be sent to the provided email.
   * Click the activation link to be redirected to the admin dashboard.
2. **Login**:
   * Navigate to the sign-in page.
   * Enter your **email**.
   * A passwordless sign-in link will be sent to your email.
   * Click the link to access the admin dashboard.
3. **Add More Admins:**
   1. Navigate to *setting* page
   2. Add admin's email
   3. You can transfer *primary admin* here in this page also.
   4. New admin can go to sign-in page and do sign-in

## 2. Admin Dashboard

The admin dashboard includes the following menus:

### a. Staff Management

<figure><img src="https://1729364169-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzxdC5qjJHG7KcFbaRCsA%2Fuploads%2FnRIYbtiW9o2eRgVgJbeo%2F360_staff_page.png?alt=media&#x26;token=d0950c66-2f3b-4dae-8387-70f094654082" alt=""><figcaption><p>Staff page</p></figcaption></figure>

* **Import Staff Data**:
  * Use the import feature to upload staff data.
  * <mark style="background-color:orange;">This step is mandatory before setting up review cycles as staff are required for creating assignments.</mark>

### b. Review Cycle Management

<figure><img src="https://1729364169-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FzxdC5qjJHG7KcFbaRCsA%2Fuploads%2FoDaD0beIXb4h4QFXVTuk%2F360_review_cycle_page.png?alt=media&#x26;token=7c19680a-1b3e-4b6d-8058-d9c231dd701d" alt=""><figcaption><p>Review Cycle Setting</p></figcaption></figure>

* **Create a New Review Cycle**:
  * Click on **New Review Cycle**.
  * Set the **start date**, **end date**
  * Choose the **status** <mark style="background-color:yellow;">(ensure it is set to</mark> <mark style="background-color:yellow;"></mark><mark style="background-color:yellow;">**'Active'**</mark> <mark style="background-color:yellow;"></mark><mark style="background-color:yellow;">once the cycle is ready).</mark>
  * Add **assignments** under each review cycle with the structure:
    * **Self Review**
    * **Peer Review**
    * **Manager Review**
  * Utilize the provided forms: **Self Review Form**, **Manager Form**, **Peer Review Form** to create customizable review forms.
* **Activate a Review Cycle**:
  * Change the status from **'Draft' to 'Active'.**
  * Ensure the review cycle has valid start and end dates.
* **Monitor Review Progress**:
  * The admin can monitor the progress of each assignment. If an assignment is incomplete, it will show an 'X' mark. Once completed, it displays a check mark.
* **Export Results**:
  * Admins can export the review submissions as CSV files, with each assignment's results separately available.


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