How to Change the Status of a 1-on-1

As an admin, you can change the status of a 1-on-1 participant, i.e. unfinalize, unshare, etc. if a 1-on-1 participant needs to update their responses and/or comments.

In this article:

• Overview
  
• Requirements
• Change the Status of a 1-on-1
  

Overview

1-on-1 participants cannot edit their 1-on-1 responses or comments once the 1-on-1 is finalized unless an admin intervenes.

As an admin, you can change the status of a 1-on-1 participant, i.e. unfinalize, unshare, etc. if a 1-on-1 participant needs to update their responses and/or comments.

• To allow a 1-on-1 participant to update their responses, their status must be changed to Started
• To allow a 1-on-1 participant to add any comments, their status must be changed to Shared

If a 1-on-1 is part of a cycle that has passed the cycle's end date and closed, the 1-on-1 must be extended with a future close date. Learn how to extend a 1-on-1.

Requirements

• Available to admin users

Change the Status of a 1-on-1

To change the status of a user in a 1-on-1: 

1. From the 1-on-1, click the ⋮ icon for the associated 1-on-1 participant to open a menu of additional options
2. Click Change Status to reveal a drop-down menu
   
3. Click and expand the drop-down to select the 1-on-1 participant's new status
   • Click Started to allow the 1-on-1 participant to add/edit responses
   • Click Shared to allow the 1-on-1 participant to add comments
4. Click Change

Notifications

The user receives an email and in-app notification with their updated 1-on-1 status.