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Edit a Question in a Review Template

Adam
  • Updated

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

This article contains the following topics:

Before you start

Note: 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.

Question and template statuses

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

  • In Use: the question has been used in a review cycle
  • Draft: the question has not been used in a review cycle

Templates use the same 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 question in an In Use 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. 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. 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.

 

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