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Edit a Reviews Template

Adam
  • Updated

Admins can edit a review template. The aspects of a template that can be edited will depend on the status of the template they wish to change. 

Before you start

Note: Lattice recommended questions, In Use Competency questions, and In Use Goal questions cannot be edited. 

Changes will be applied to the question bank and template bank for future uses of this question. If an active review cycle is already using this question, the previous version will remain unless changes are made through the review cycle’s settings. To edit a template or question for an active review cycle, see Edit a Question in an Active Review Cycle.

Template statuses

The ability to edit a template depends on the status of the template. Templates have one of three statuses:

  • In Use: an In Use template has been used in a review cycle. Contains only In Use questions.
  • Draft: a Draft template has not been used in a review cycle. May contain both In Use and Draft questions
  • Lattice recommended Template: a Lattice default template that includes Lattice recommended questions

Edit an In Use template

All questions in an In Use template are considered In Use. Changes to In Use questions will be applied to future uses of those questions and won’t affect existing review cycles.

  1. Navigate to the Admin > Reviews > Templates page.
  2. Select the ellipsis (...) > Edit questions next to the desired In Use template to be taken to the editor.
  3. Select Edit next to the section to be changed. Admins can edit the following in an In-Use template:
  4. Save.

Edit a Draft template

  1. Navigate to the Admin > Reviews > Templates page.
  2. Select the ellipsis (...) > Edit questions next to the desired template to be taken to the editor.
  3. Select Edit next to the section to be changed. Admins can edit the following in a draft template:
  4. Click Done to save the question.
  5. Select Update template to save the changes to the template.

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