Note: Only Admins and Super Admins can create custom review templates and create review cycles
Creating a custom template is very straight forward on Charlie, by following a few simple steps. Before creating your custom template however, make sure you have a clear idea of the questions you want to ask as well as the format of the review you are hoping to run with this template.
Some key areas to think about:
Will this be a 2 way review template? (reviewer and reviewee feedback are collected)
Will this be a one-way feedback template? (Only reviewer OR only reviewee feedback is collected)
Will peer feedback be collected when using this review template?
How often will this review template be used in one year? (Identify the frequency and streamline your questions so participants are not overwhelmed)
When you are ready to start creating your very own template
Once you have identified all of the feedback you are hoping to gather, pulled together your questions, and are ready to start creating this template, you can start following the below steps:
From your homepage head to the Grow -> Reviews -> Templates section of Charlie
Here will see an array of templates we have put together, as well as a button to "create a custom template"
Once you click that button you will have the option to add a title, a description as well as select what feedback you wish to gather.
Once you have added this information and selected what feedback you will be collecting, you can start typing the questions and the instructions for each section (Reviewee feedback, reviewer feedback, and peer feedback)
Once you feel confident in what you have created, you can click "Save template" at the bottom of the page.
Your template will then be stored in Charlie and you will be able to use it whenever you want. - You will also be prompted to use this template straight away but if your cycle is not planned for the present you can always skip this step.
Please Note: If you have started creating a template but left or closed the page before saving, all of your progress will be lost. Please ensure that you have completed and saved your template before leaving Charlie, as we do not have the ability to recover your progress.
And just like that, you are all done!