To edit your forms, or add new ones, head to Administration Center > Forms.
You'll see a list of your forms there. Click one to edit it.
Any changes you make will be reflected immediately in any appraisals using the form in the future, now and the past. Even closed appraisals will be affected by changes you make to the form that those appraisals 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:
Do not overwrite the existing form if the following scenarios. Instead, save your changes as a new form.
The sections in your form are shown on the left, with the individual questions in that section shown on the right.
Click on any section on the left to show the questions within it.
On the left you'll see the sections in your form:
If your're creating several variations of a form, you may find you want to grab a section from a another form and bring it into the one you're editing. Do this as follows:
These are used to translate your form into different languages. If you're not going to use Appraisd in any other language, you can safely remove the [[[ and ]]] symbols, ie replace [[[Competencies]]] with Competencies.
The right hand side is where you can edit and amend your questions.
Your questions can be a mixture of any questions you like. There are also special question types that provide different functionality such as a list of objectives, a static block of text or a file upload slot. See Introduction to Forms > Question Types for more information.
There are also summary questions that appear at the bottom of the page in the grey section. These are used by the line manager to make an overall comment on the appraisal discussion and to set final ratings. You don't have to have summary questions on your form, but it's normally a good idea to have one.
For each question, you can define the following:
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. You'll create a new form that can be used in subsequent appraisals.
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.