Review Templates: Update/Configure

If changes need to be made to the review template (for example, changes to visibility, or feedback questions) then this can be actioned by following the guidance below.

  Any changes made to the Review Template will not impact any completed reviews in the platform which have previously used this template.

For open reviews, changes to the visibility (who can use the template, who can see the review in progress etc.) or changes to feedback questions will apply. This also applies in instances where the Objectives and Skills Assessment elements have been added.

However, any changes made to the settings (i.e recurrence, notifications) will only impact new reviews upon creation.

Step One

Navigate to the Reviews area of the platform in administration mode, then select the TEMPLATES tab.

🚀 If you are using our new menu feature, hover over the Objectives and Reviews section of the side-bar, then navigate to:

Configuration ➡️Reviews ➡️Templates

Select the Templates title and proceed with step two.

Step Two

Select the name of the template from the list to open up the Details page - this will display the configuration settings for the review. Click the three dots, then select '  Update' from the dropdown menu.

Alternatively, you can select the pencil icon from the TEMPLATES tab. Either option will open the UPDATE REVIEW TEMPLATE tab.

Step Three

The UPDATE REVIEW TEMPLATE pull-out drawer takes you through a wizard which will include the review's current configuration options.

  You may wish to utilise the Add a Review Template guide for for information on what each section effects.

Step Four

The final page of the UPDATE REVIEW TEMPLATE pull-out drawer contains a summary of all information and settings applied. Please peruse this carefully to ensure that the review template works as expected.

Then click the SAVE button in the bottom right-hand corner to proceed.

Step Five

The confirmation modal which appears on screen will highlight who can use the template and who can see the review whilst it's in progress or once it's been completed (regardless as to whether this has changed from the original settings).