Snapshots can be added to a conversation to create insight in the talent of your organisation by assessing performance in a quick and easy way throughout the year. Not sure what a snapshot is? Here's an article about snapshot configuration for admins and here's one about how to fill in a snapshot.
Making snapshots available in conversations starts with creating an extra step in the conversation template: Go to Studio > Conversations > Templates tab. Either edit an existing template by clicking on the options icon (three dots) on the right and select 'edit', or create a new template by clicking on 'New template' in the top right corner. Scroll down to the 'Conversation Steps' click 'Add a step'.
If you choose to use snapshots as a step in the conversations, you also need to select a snapshot that must be filled in by the team leader about their team member during the conversation.
Note: Conversations with snapshots attached are not available in the conversations overview. These conversations always need to be pushed by admins.
After pushing the conversation, the snapshot will be sent to the team leaders.
You can see the snapshot in the overview of the snapshot pushes in the Studio (Studio > Snapshots > Pushes tab).
The snapshot icon in the image below shows that there is a snapshot attached to the conversation template of that push.
When starting the conversation, the snapshot will be defined as a step in the conversation. At the end of the conversation, it will be possible to fill in the snapshot for this team member.
Note: if a snapshot has been attached to a conversation, it's mandatory to fill it in before you can finish that conversation.
Only a team leader can fill in the snapshot. The conversation can be finished after completing the snapshot. After the conversation is finished, the snapshot cannot be edited anymore without re-opening the conversation.
You will have an overview of the scores at the end of the conversation. These scores will also be visible for the team member during the conversation.
Viewing snapshot scores
If you want to check the snapshot score after finishing the conversation, go to your conversation history. You can access this by going to Conversations > History tab, or on your profile, on the 'conversations' tab. Simply click on one of the conversations in your history to see this overview:
You can re-open the conversation but this won't automatically re-open the snapshot
If you want to re-open the snapshot, you’ll need to contact an administrator of your platform.