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Edit the Deliverables in an Active Review Cycle

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  • Updated

Admins can edit deliverable settings after a review has been published. Learn more about the edits post-launch in Editing the Settings of an Active Review Cycle.

Navigate to review cycle settings

  1. Navigate to Admin > Reviews > Performance reviews. 
  2. Select and enter the desired review cycle. 
  3. Select Edit review cycle.
  4. Navigate to Configuration and select the desired review cycle direction.
  5. Within the direction page, navigate to Deliverables.
  6. Make the desired edits.
  7. Select Save.

Image of Lattice review cycle settings where a red square is highlighting the downward review, self review, upward review, and peer review sections and a red arrow is pointing to the Deliverables setting

Editable fields for deliverables

Admins and review cycle admins can make the following changes in an active cycle:

  • Editing if downward review templates and summary is shared
  • Edit if upward reviews are shared with the direct report or manager with all names attached or anonymized 
  • Edit if peer reviews are shared with the direct report or manager with all names attached or anonymized 

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