Understand the development and feedback view

AI-generated summary

Genesys Cloud's Development and Feedback view provides a centralized interface for managing learning and assessment modules within the Performance Management system. Users with Master Admin or Performance Admin roles can access this functionality through Menu > Performance Management > Employee Engagement > Development and Feedback to create, filter, and manage modules across authorized divisions. The view displays a comprehensive module list that automatically updates, except when filters are applied. Users can create four module types: Learning, Learning with Assessment, Assessment, and External modules. Filtering capabilities allow organization by module type, status (Unpublished, Published, or Archived), and module name through a search function. The interface presents key data columns including Module Name, Type, number of Assigned and Completed users, Percentage Passed, Average Score, publication Status, Auto Assign status, Date Created, and Source. Access is restricted to divisions where users hold membership and appropriate permissions. Required permissions include Learning Assignment (Add, Delete, Reset, View), Learning Module (Add, Archive, Delete, Edit, Publish), and Learning Rule (Edit, View) capabilities. The Auto Assign feature automatically assigns modules to users based on configured rules, with action options for each module including Open, Copy, and Assign-Again functions. Module management functionality enables administrators to reassign modules to users through the "Assign-Again" button, which triggers a confirmation dialog to process reassignment. The archive function allows administrators to remove modules from active use, with configurable options to permit or restrict module completion for already-assigned users prior to archival. The system includes a feedback mechanism for documentation improvement, allowing users to report issues such as inaccurate or incomplete information, outdated content, or navigation difficulties. Users can specify their role when submitting feedback. Genesys Cloud's related EX features include performance and engagement tracking, coaching capabilities, and subscription management options.

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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