In this article, we'll explain how to build out a review template using Sections, and we'll introduce the different types of sections that can be added to a review.
We'll cover:
- What are Sections?
- Overview of Section types and how they appear in a review form
- How to add a Section to a review form
What are sections?
Sections are the basic building blocks of any review template. Most Sections will pre-populate with details such as an overview of objectives, learning progress, or Development activities. Step sections, however, can be customised to include text, questions and ratings.
A few things to know about Sections:
- Review templates can include any number of Sections
- Sign off Sections are added automatically but can be deleted if required
- All new Sections are added at the end of a review template
Overview of Section types and how they appear in a review form
Let's take a closer look at each Section type. Expand the menus to see key details about each type, and how it looks to reviewees and reviewers when included in a review.
The Section (steps) section
The ‘Steps’ section type is the main building block for a template. Multiple steps sections can be added to a Review template. Steps sections are empty until Section content is added, of which there are three types:
- Text blocks
- Text question
- Number scale question
Overview of ongoing objectives
Once the section is added, there's nothing more to do - it will automatically populate with details of objective progress when the review is opened. A few things to know:
- The Section title can be edited
- All comments related to objectives will be visible, and updated in real time
- Choose to require reviewer and reviewee to rate progress toward achieving objectives
- You can choose whether to make this mandatory for completion before sign off of the review
An Overview of ongoing objectives will look like this in a review:
Overview of ongoing development
Once the section is added, there's nothing more to do - it will automatically populate with details of progress with Development Activities when the review is opened. A few things to know:
- The Section title can be edited
- All comments related to Development activities will be visible and updated in real time
An overview of ongoing development will look like this in a review:
Overview of Learn progress
Once the section is added, there's nothing more to do - it will automatically populate with up-to-date learning progress from Learn LMS, each time the review is opened. A few things to know:
- The Section title can be edited if required
- The section will list 'Courses I have to do, 'Courses I've chosen to do, and 'Add my learning'
This section includes all learning activities, regardless of when they were completed. This gives the big picture of the reviewee's development over time and helps contribute to the broader development conversation.
An overview of Learn progress will look like this in a review:
Overview of Feedback
Once the section is added, specify the period from the review due date that you want to be included.
A few things to know:
- The section title can be edited
- All feedback will be shown
- The reviewer has the flexibility to change the date range for feedback included in a review
An Overview of feedback will look like this in the review:
Review sign off
Every review template is pre-populated with a sign off section. Sign-off steps can be deleted, however that means it won't be possible to report review completions. A few things to know:
- A sign-off Section cannot be moved from the end of the form
- A review is not signed off, until both reviewer and reviewee have signed off
A Sign of Section looks like this in a review:
Review actions
Reviews often end without clear next steps, leading to little follow-through. This section of the form ensures both reviewer and reviewee have a space to clearly identify specific actions to take forward.
A Review actions section looks like this in a review form:
Additionally, Perform can use AI to generate a list of review actions for the reviewer and reviewee based on the form's content. Note that AI actions in reviews must be switched on in global settings to use this option.
Select Generate actions using AI and Perform will suggest actions based on the content of the review:
Note that if 'Use this text' is selected, an additional question will appear, requesting a rating for the suggested actions. This will enable us to assess and improve the quality of the AI responses suggestions:
How to add a Section to a review template
- Select Template builder from the Perform Administration menu:
- Create a new review template from scratch or Edit an existing review template
- Select a Section from the template toolbox. Each new Section will appear at the end of the Review template, just above the Sign off step:
Once added, each section can be edited, deleted or moved to a new position in the review template:
Get deeper learning in The Academy
View Create and publish a review template, and see how to add Average ratings and hidden questions in The Academy for best practice advice, and hints and tips from the Kallidus team for building review templates.
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