To edit your forms, or add new ones, head to Administration Centre > Form design.
You'll see a list of your forms there. Click one to edit it.
Important Notes about changing forms
Any changes you make will be reflected immediately in any reviews using the form in the future, now and the past. Even closed reviews will be affected by changes you make to the form that those reviews used.
So, when editing a form, you have the choice to save it as a new form or to save over the existing form. How do you decide?
You're safe to overwrite the existing form in the following scenarios:
- You haven't launched Appraisd yet, or no-one is using this form for their review
- You're just making slight adjustments to the spelling or wording of competencies.
- You're just adding new questions and sections
- You're just re-ordering questions and sections
- You're changing questions to be Rating + Text questions from just Text questions
Do not overwrite the existing form in any of the following scenarios. Instead, save your changes as a new form.
- You're making meaningful changes to the text, eg changing "Teamwork" to "Leadership". This would cause old review reports to change their meaning too.
- You're removing questions or sections.
- If you want to create a variation for a different group of people in your organization.
Saving your form
At the bottom of the page are the options to save your form.
Click Save this form to overwrite the same form. You can also rename a form by changing the name and clicking Save this form.
If you decide to save this as a new form, type in a new name for it in the box and click Save this as a new form. You'll create a new form that can be used in subsequent reviews.
If you click Discard changes, you'll return to the form list and any changes you've made to this form will not be saved.