By creating templates for reviews, you can quickly create reviews without having to create review questions every time.
Review management permission is required to create review templates.
Go to [Reviews] -> [Review Management] -> click the three dots in the top right, [Create Question Template].
Templates labeled [Provided by flex] are review templates provided by flex by default.
You can duplicate and modify these templates to create review templates that fit your company, or create review templates that fit your company through [Add Template] in the top right!
Enter the template name and select the review type for the template.
Click [Add] to add quantitative & qualitative questions.
Name | Description |
Section | Serves to divide questions within the template. Weights can be set per section. |
Description | You can leave an overall description about the review. |
Score Slider | A horizontal scale question from 2 to 10 points. You can choose whether the answer is required or optional. |
Score Selection | A vertical scale question from 2 to 10 points. |
Grade Selection | Apply a grade template to select grades instead of scores. |
Short Answer | Use for short open-ended responses. |
Long Answer | Use for essay-type open-ended responses. |
Single Select | A multiple-choice single selection question. |
Multi Select | A multiple-choice multiple selection question. |
File | The review subject can attach files when writing a review. Use this when supporting documents are needed. |
Overall Grade | Use this to calculate review results as [Grades] by computing quantitative answers. |
You can set weights per section & per question. Setting weights activates the overall grade, and calculates the review overall grade based on the weights.
Weight settings can only be configured for [quantitative questions]!
If section-level weights are not set, the overall grade will not be auto-calculated and the writer can set it manually, so if you want to auto-calculate the overall grade and prevent writers from modifying it, make sure to set section-level weights.
The memo in the top right is not visible to writers. When there are multiple administrators, it can be used to share the purpose and intent. Also, the template list does not currently display the creator.
If needed, use memos to record and manage the review creator.
Can I turn a previously created review into a template?
Can I turn a previously created review into a template?
Unfortunately, we do not currently provide a feature to convert a completed review into a template.
Please refer to the previous review and create it as a template.
We recommend creating a template first before conducting a review!