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Create/edit feedback form

The basic setup of feedback forms which is the second step in starting work with feedback for a performance development review.

  1. Go to Settings in the main menu and click Engagement and select the Feedback tab.

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  2. Define the type of feedback under Feedback type if it already existing.

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  3. If not, press New feedback and give the feedback a title. Press Save to continue.

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  4. Press Add step.

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  5. Click + Add Element and select the element type you want to insert:

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    • Score: Allows a rating/evaluation on a scale from x–x (1–10 of your choice). Includes an optional Don't know choice.

    • Text answer: Allows one or more lines of text.

    • Options: Provides one or more selectable answer options.

    • Date: Requests a specific date.

    • File: Allows upload of a file.

    • Number: Allows a numeric response.

    Note

    Elements only need to be added to the first time. If an element is already used on another form, it can be found under Existing elements.

  6. Under Settings+Access, you can set the access type role

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  7. Fill in the the Visibility tab options and any other preferences:

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    • Show responses on the Feedback tab: If enabled, responses appear on the main tab.

    • Show only when at least one has responded: If enabled, the form appears only after one or more submissions.

  8. Finish by pressing Save.

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