To modify an existing template in the QBR module you will need to navigate to Templates in the left-hand menu (requires administrative rights). The select Manage in the template you want to modify.
Once you click Manage you will see Topics on the left and when you click View within a topic it will expand the existing question list.
- You can add Topics and Questions
- You can edit Topics and Questions
- You can edit the Recommendations associated with each question
1. Adding topics and questions can be done easily. Click Add next to the topic and a modal will open so you can give it a name.
Click Add next to the question and you can build out a new question
2. Editing Topics and Questions is just as easy. Click the Edit icon and open your topic. You can then rename it if desired.
Editing a Question can be done by clicking View in the topic you wish to edit and then clicking the Edit icon on the question.
3. Finally, you can change Recommendations in the recommendation engine, either editing existing recommendations or adding new recommendations. These will align with your question being reviewed.
