Summary Notes & AI-Generated Assessment Summary (360 Feedback)

Modified on Tue, Dec 2 at 2:00 PM

Overview


Primalogik’s 360 feedback report can include a Summary Notes section near the top of the report. This section provides space to capture key takeaways and overall context for the results.


If enabled, you may also have the option to use AI assistance to generate an assessment summary automatically based on the feedback that was submitted (including written comments and ratings).


How Summary Notes Work


When the Summary Notes section is enabled:

  • A summary area appears near the top of the 360 feedback report (within the Summary section).
  • This area can be used to add a narrative overview, highlight themes, and capture key insights.


If Summary Notes are disabled, the summary notes section will not appear in the report.


AI-Generated Assessment Summary


If your organization has enabled AI features in AI Settings, you can request an AI-generated assessment summary to help draft the content of the Summary Notes section.


The AI-generated summary evaluates the feedback provided, including:

  • Written comments
  • Ratings


You can copy the AI-generated summary into the Summary Notes field, make any edits you need, and then save it once you’re done. When you generate a summary with AI assistance, the text is provided as a starting point. You can copy the AI-generated summary into the Summary Notes field, edit it as needed, and then save your changes.


Important: Requirement


The AI-generated assessment summary feature requires the Summary Notes section to be enabled.

If Summary Notes are turned off, the AI summary option will not be available.


Where to Enable Each Setting


1) Enable Summary Notes (Report Configuration)


Turn this on to make the summary notes section available in the 360 feedback report.


2) Enable AI-Generated Assessment Summary (AI Settings)


Turn this on to allow AI assistance for generating a draft assessment summary. (Availability depends on your organization’s AI Settings.)


FAQ


Can I edit the AI-generated summary?


Yes. The AI provides a draft that you can revise to ensure it matches your organization’s tone and context.


What does the AI use to generate the summary?


The summary is generated from submitted feedback (including comments and ratings). Comments hidden using the Edit Response feature are not sent. If a comment is edited, the edited version is used for summarization (not the original comment).



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