Before you start
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 a review cycle is already using this question, the previous version will remain unless changes are made through the review cycle’s settings.
To learn how to edit a template or question for an active review cycle, please follow the steps in How to Edit a Question in an Active Review Cycle.
This article contains the following topics:
The Template page
Navigate to the Admin > Reviews > Templates page.
The ability to edit a question depends on the status of the question. Questions can hold three statuses:
- In Use Question: the question has been used in a review cycle
- Draft Question: the question has not been used in a review cycle
- Lattice recommended Question: a Lattice default question
Templates themselves can hold the same statuses.
- In Use Template: an In Use template has been used in a review cycle, therefore, all questions within the template are considered In Use
- Draft Template: a Draft template has not been used in a review cycle, however, it can contain both In Use and Draft questions
- Lattice recommended Template: a Lattice default template that includes Lattice recommended questions
Edit an In Use question in an In Use template
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 desired In Use question.
Admins can edit the following in an In-Use question:
- Label
- Description
- Visibility
- Response labels
4. Select Save.
Edit an In Use question in a Draft template
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. Within the Active tab, select the ellipsis (...) > Edit template next to the desired template to be taken to the editor.
3. Click into the desired In Use question.
Admins can edit the following in an In-Use question:
- Label
- Description
- Visibility
- Response labels
4. Select Done to save the question.
5. Select Update template to save the changes to the template.
Edit a Draft question in a Draft template
1. Navigate to the Admin > Reviews > Templates page.
2. Within the Active tab, select the ellipsis (...) > Edit template next to the desired template to be taken to the editor.
3. Click into the desired Draft question and make the desired edits. Draft questions are fully customizable since they have not been used in a review cycle yet.
4. Select Done to save the question.
5. Select Update template to save the changes to the template.
