Templates can be edited up until the point they are added to a review cycle. If they have not been used in a cycle, they are considered non-"in use". Non-"in use" templates can pull in questions that have been used in a cycle previously ("in use" questions) and questions that have not (non-"in use" questions).

Once you create a question the question can be edited until the question is used in an active review cycle.

Note: Templates that are in use will not have a lock icon next to their name.

How Can I Edit These Components of a Non-"In Use" Question?

All components of questions that have not been used in a review cycle can be edited.

If you change a question in a template that hasn’t been used yet, any changes made in the template will overwrite the question's previous configuration.

How Can I Edit These Components of an "In Use" Question?

Once the question has been used in an active review cycle then certain components of the questions will lock from being edited. These components include the question's optionality, response type, and the content or wording of the response type. You are unable to edit these components of a Reviews question after it has been used because it interferes with the data of the previous responses to that question in past review cycles.

Luckily, there is a workaround to edit these components after they have been used in a review cycle! Here are the steps that you will want to follow to edit a Reviews question that lives in a template that has been used, but is not currently in use (not in an active review cycle):

Step 1: Navigate to your "Admin" panel.

Step 2: Click into "Templates" within the "Reviews" dropdown menu.

Step 3: Click on the ellipsis to the right of the template that contains the question that you are looking to edit and click "Edit".

Step 4: Questions that are being used in a review cycle will be marked as "IN USE".

When you find the question that you want to edit, click on the page button in the bottom right-hand corner of that question.

Step 5: Once you have duplicated that question, you can make any edits that you want to make.

Step 6: Save the question. 

Step 7: Click on the trash can in the bottom right-hand corner of the question that you did not make the edits to. This will delete the original question from your template. 

Step 8: Click on "Update Template" to save your template.

This edited and duplicated question will now live in your question bank, along with the original question. If you have no use for the original question, you may want to archive it from the question bank to avoid any confusion in the future. 

What's Next?

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