Enabling default review forms
Note: You will need Configurator access to enable the Default Form feature.
Click on Configuration > select the 'Reviews & check-ins' tab, then go to the 'Forms' drop down tab.
What happens when default review forms are enabled?
Enabling default review forms allows you to create reviews in bulk or configure an automated review cycle when users need different versions of the same review form. For example, everyone may complete an Annual Review in December but they may need to answer role-specific questions - this is where default review forms come in.
When you create reviews in bulk, instead of choosing a specific review form, you can choose 'User's default form'. This allows you to set up the batch of reviews in one go and the reviews will be created with the form assigned to each user.
Assigning default review forms
Note: You will need Administrator access to assign default review forms.
Follow the steps for Editing users individually or Editing users in bulk and select the user's default form from the dropdown next to the 'Form for new reviews' field.
