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How to register and adjust the structure of a Review assessment?
How to register and adjust the structure of a Review assessment?

The article explains the steps for creating and adjusting topics (pages) and questions in the Review assessment

Updated over a year ago

In this article you will learn how to create and adjust your Review assessment.

Just follow the steps 👇

1. Go to Review settings (⚙️ icon);

2. On the left sidebar, enter the "Topics" tab;

3. Create a "New topic" by clicking on the blue button;

4. Create the form questions within each page (Topic).

How to create a topic in the review?

At the "Topics" tab, within the "Settings" of your Performance Evaluation, follow these steps:

1. Click on "New topic";

2. Include the topic's name, edit the description, select the weight and save it.

3. Add translations in other languages,​ if necessary.


How to create a question in the Review?

Creating open questions (text field only)

1. Within the desired topic, click on "New question";

2. Write the question in the "Name" field;

3. Add the description of the question;

4. Select comment options: "Has comment field", "Mandatory comment", "Comment only";

5. Add Visibility by relationship, if desired;

6. Add a tag in the "Tag" field, if desired;

7. Click on the "Save" button.

Creating computable questions (with grading scale)

1. Within the desired topic, click on "New question";

2. Write the question in the "Name" field;

3. Add the description of the question;

4. Select a grading label that has already been created;


📚 To understand how to create a grade scale, visit this article: Changing Grading Scale in a Perf. Cycle Review

5. Add the question's weight;

6. Add "Visibility by relationship" and Tags, if desired;

7. Click on the "Save" button.

✏️ Editions of sensitive information, such as: visibility by relationship, weight of the question and inclusion of the N / A option and others, can only be made with the evaluation in "Draft Mode".


Making structural adjustments

Last minute adjustments? No problem! You have full autonomy to make it 😄  

It's very simple and you can edit questions, descriptions, instructions, topics name, etc. Check it out:

1. Within the Review settings (⚙️ icon), go to the left sidebar and enter the "Topics" tab;

2. Click on the question you want to make changes;


4. Make the adjustments;
5. Hit “Save”.

⚠️ Caution! If you don't know what that setting is going to change please contact our chat before clicking save. We can help you with confirmation.

That's it 🤩 Now you are supposed to know the steps for creating and adjusting topics and questions in the Review assessment.

If you have any questions, feel free to contact us on chat 😉

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