Manage an Existing Calibration Panel

After a panel is created and running, you may need to update its membership, change the percentage, or delete it. This article covers those ongoing management tasks.

Edit Panel Membership

Open Admin → Manage Calibration Panels and select the panel name to reopen the edit form. From here you can:

• Change the Calibration Percentage at any time.
• Add new Members or Chairs using the Available Calibration Members search.
• Use the Chair control next to an existing member to switch them between Member and Chair.
• Select Remove to remove a person from the panel entirely.

Delete a Panel

Open the panel and select Delete Panel, then confirm. Deletion is not available in two situations:

• The panel has active employee assignments, or
• There are plans currently in the Finalize Calibration or Ready for Release state.

When deletion succeeds, the panel's historical data (completed reviews, notes, saved ratings) is retained in the system — the panel simply stops being offered as active work.

Membership During an Active Review

If a panel membership change is made while a plan is actively under review:

• Removing or exempting an employee during review does not recall the plan or unlock Rating Official editing.
• The Rating Official may be left locked while the plan disappears from the panel list.
• Reassigning the employee to the panel can restore the panel work. Reassignment preserves any saved ratings, notes, and readiness state, and clears the exemption.

Change Status During Calibration

Before a Chair releases the final ratings, an administrator with permission to manage the plan can save a status of On Hold, Closed, or Unrateable. When doing this:

• Only the status and its audit information change — ratings, narratives, signatures, draft work, and the employee's panel assignment are all retained.
• Inactive submitted plans leave the panel work list and cannot be released.
• If the plan becomes inactive, the employee's calibration panel assignment is preserved in their profile, making it easier to create a new plan if needed without having to reassign them.
• When a plan's status changes to inactive, it is also removed from the Calibration Panel dashboard task count.
• If a replacement plan is needed, it uses the retained employee assignment. Do not reset the assignment to None as part of a status change.

If the plan's state or your access changed since you opened it, reopen the plan before retrying the status save.

Save and Print on this status-only route prints freshly loaded saved content without saving draft ratings or adding a draft-save audit event. Ordinary editable-plan printing retains the normal save-before-print behavior.

When Calibration Is Not Offered

If Calibration is not active for your organization, its administration controls are hidden. Existing panel data is not deleted — it remains stored in the system.