Perform - Build a review template using Sections

In this article, we'll explain how to build out a review template using 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

We'll cover:

• How to add a Section to a review template
• Overview of section types

How to add a Section to a review template

1. Select Template builder from the Perform Administration menu:
2. Create a new review template from scratch or Edit an existing review template
3. 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:

Overview of Section types

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

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'

An overview of Learn progress will look like this in a 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:

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.

For the complete picture - including best practice advice, and hints and tips from the Kallidus team - view the Get started: Perform Course. Discover the latest insights, tips and industry news on the Kallidus blog.

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