Understand the development and feedback view

AI-generated summary

Genesys Cloud's Development and Feedback view provides a comprehensive module management system designed for administrators with appropriate permissions to create, assign, and track learning content across organizational divisions. The platform supports four distinct module types—Learning, Learning with Assessment, Assessment, and External modules—accessible through Admin > Performance & Engagement > Development and Feedback or Menu > Performance Management > Employee Engagement > Development and Feedback. Administrative access is controlled through role-based permissions, with Master admin requiring Learning > Assignment > All, Learning > Module > All, and Learning > Rule > All permissions, while Performance admin requires granular permissions including Learning > Assignment (Add, Delete, Reset, View), Learning > Module (Add, Archive, Delete, Edit, Publish), and Learning > Rule (Edit, View). Users can only create, edit, and assign modules within divisions where they hold membership, ensuring division-specific data visibility and operational control. The system offers robust filtering capabilities by module type, status (Unpublished, Published, or Archived), and name, with automatic list updates except when active filters are applied. Key tracking columns display comprehensive module metadata including name, type, assignment count, completion count, pass percentage, average scores, publication status, auto-assign settings, creation date, and source information. The Actions menu provides operational capabilities including Open, Copy, Assign-Again, and Archive functions, with the Archive feature including an optional checkbox to permit or restrict module completion for already-assigned users. Core administrative functions encompass real-time list management, automated assignment capabilities based on custom rules, reassignment workflows, and archiving processes with confirmation workflows. The platform delivers detailed performance metrics such as completion rates, average scores, and pass percentages, enabling administrators to monitor learning program effectiveness and make data-informed decisions regarding module deployment and user engagement.

PrerequisitesClick to expand

The Development and Feedback view displays a list of modules. The list updates automatically except when using the filters.

Note: When working with the Development and Feedback view, you can only create, work with, edit, and assign a feedback module in divisions for which you have permission. That is, you can only view data from the divisions that you are a member of. For more information, see and .

From the Development and Feedback view, you can create new modules and filter the existing module list.

To go to the Development and Feedback view:

Click Admin.
Under Performance & Engagement, click Development and Feedback.

To navigate to the Development and Feedback view, click Menu > Performance Management > Employee Engagement > Development and Feedback.

Create a new moduleClick to expand

Filter the development and feedback module listClick to expand

To filter the list according to a module type, click the Select Module Type(s) list and select one of the following:

Learning – Displays only the learning modules.
Learning with Assessment – Displays only the learning with assessment modules.
Assessment – Displays only the assessment modules.
External – Displays only the external modules.
All Module Types – Displays all the above four module types.

Note: The list of modules automatically updates based on the selected module type.

To filter the list according to a specific module status, click the Select Module Status(es) field and select one of the following:

Unpublished – Displays only the unpublished modules.
Published – Displays only the published modules
Archived – Displays only the archived modules.
All Module Statuses – Displays all the above three module statuses.

Note: The list of modules automatically updates based on the selected module status.

To filter the list according to a specific module, click the Search Module Name field and type the module name you want to find.

Note: The list of modules automatically updates once you stop typing.

Available development and feedback columnsClick to expand

Column	Description
Module Name	The module’s name.
Type	Learning – Enables agents to increase their knowledge. Learning with Assessment – Enables agents to evaluate and increase their knowledge. Assessment – Enables agents to evaluate their knowledge through a stand-alone assessment.
Assigned	The number of users the module is assigned to.
Completed	The number of users who completed the module.
Percentage Passed	The percentage of users who passed the module.
Average Score	The average user score for the specific module.
Status	Indicates if the module is or isn’t published.
Auto Assign	Indicates if auto assign is on or off for the specific module. When auto assign is on, the module is assigned to users based on the rules created in the Auto Assign tab. For more information, see Assign a development and feedback module.
Date Created	Shows the module creation date.
Source	Indicates who created the specific module.
Action	Click the more icon relevant to the respective article and select one of the following: Open – Opens the selected module. Copy – Makes a copy of the selected module. Assign-Again – Reassigns the selected module again to the agent. To reassign the selected module: Click Assign-Again. A Confirm Assign Again pop-up window appears. Click Yes, Assign Again. Archive – Archives the selected module. To archive the selected module: Click Archive. A Confirm Archive pop-up window appears. Enable/disable Permit completion of module for the users that are already assigned check box to allow/disallow completion of the module for the already assigned users. Click Confirm Archive.

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