Complete a review summary for a participant

Managers, review admins, and cycle collaborators can complete a review summary for a participant after all required reviews are submitted and the Start sharing by milestone has passed. When complete, the summary appears on the participant's review page as a compiled discussion guide.

Before You Begin

Self and manager reviews must be submitted and the Start sharing by milestone must have passed before the Summary tab is accessible. See .
To nudge reviewers who have not yet submitted, see Send nudges to review timeline participants.
If peer or upward feedback is hidden from participants verbatim, include that feedback in the summary text fields. See .

Steps

Click Reviews in the left-hand navigation.
Go to the Review Cycles tab and click the name of the review cycle.
Use the filters section to search for the participant by name.
Scroll to the Cycle Participants section and click the participant's name.
Click the Summary tab on the participant's review page.
In each provided text field, summarize the answers the participant received for that question.

> Note: Include peer and upward feedback in the summary text if cycle settings prevent participants from seeing that feedback verbatim.

To make a summary field visible only to review admins, cycle collaborators, and the participant's manager — and hidden from the participant — click the lock icon inside that text field.
To remove an answer or send it back to the review author for editing, click the three dots to the right of the answer and select your desired action.
Complete the optional Notes for [Participant] section at the bottom of the page.
Click Save to save your progress, or Submit to finalize the summary.

What Completion Looks Like

The summary status on the review cycle overview page updates to reflect completion. The participant's name no longer shows an incomplete summary indicator in the Cycle Participants list.

If Something Goes Wrong

Issue	Check	Fix
Summary tab shows a lock icon	Confirm self and manager reviews are both submitted and the Start sharing by date has passed	Wait until all required reviews are submitted and the milestone date is reached; see
Summary tab remains locked after milestone has passed	Confirm you have the manager, review admin, or cycle collaborator role for this cycle	Contact your review admin to verify your role assignment; see Who are my review admins?
Lock icon does not appear on a text field	The lock icon is only available on summary text fields, not on the Notes section	Use the lock icon on individual question text fields above the Notes section
Removed or sent-back answer does not update	Page may not have refreshed after the action	Reload the page and confirm the answer no longer appears or shows a sent-back status

Not Covered Here

This article does not cover sharing finalized summaries with participants. See View Review Results as a Manager.

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