Clone, edit, or delete a calibration session

> Note: Your organization may have renamed this feature. If you don't see "Best-Self Review®" in your navigation, check with your admin for the name used in your account.

This article covers how to clone, edit, or delete an existing calibration session within a review cycle. When complete, your change is reflected immediately in the Calibrations tab.

Required access: Review Admin or Cycle Collaborator on the Perform or Total Platform package.

Before You Begin

• The review cycle must already exist. See Clone a review cycle if you need to set one up.
• To edit Review sections, Contributors, or Participants, no answers can have been calibrated in the session yet. If answers have been calibrated, delete the session and create a new one.

Clone a calibration session

1. Go to Reviews in the left-hand navigation.
2. Click the name of the review cycle.
3. Click the Calibrations tab.
4. Click ... to the right of the calibration session.
5. Select Clone calibration session from the dropdown menu.
6. Review the auto-populated settings in the Create calibration session wizard.
7. Make any desired changes.
8. Click Create session.

What success looks like: The cloned session appears as a new entry in the Calibrations tab with the name you specified.

Edit a calibration session

1. Go to Reviews in the left-hand navigation.
2. Click the name of the review cycle.
3. Click the Calibrations tab.
4. Click ... to the right of the calibration session.
5. Select Edit calibration session from the dropdown menu.
6. Update any of the available fields: Session name, Review sections, Contributors, or Participants.

> Important: Review sections, Contributors, and Participants can only be edited before any answer has been calibrated. If an answer has already been calibrated, delete the session and create a new one.

1. Make any desired changes.
2. Click Save session.

What success looks like: The updated session name or settings are reflected immediately in the Calibrations tab.

Delete a calibration session

> Warning: Deleting a calibration session cannot be undone. The session will no longer be visible and no edits from the session will be reflected in manager reviews.

1. Go to Reviews in the left-hand navigation.
2. Click the name of the review cycle.
3. Click the Calibrations tab.
4. Click the name of the calibration session you want to delete.
5. Click ... in the top-right corner of the page.
6. Select Delete session from the dropdown menu.
7. Review the listed implications in the warning box.
8. Click Delete session to confirm.

What success looks like: The session no longer appears in the Calibrations tab.

If Something Goes Wrong

Not Covered Here

This article does not cover creating a calibration session from scratch or holding a calibration session. See Clone a review cycle for cycle-level management.

Related Articles

• Clone a review cycle
• Create a saved filter preset in a performance review cycle