Getting started setting up a new Review Template

How do I set up a new template?

1. Navigate to Review Templates

  • In the admin, select Review from the left sidebar.
  • Choose Review Templates from the list of subcategories.

2. Add a New Template

  • Click Add New.
  • Enter a Title — this will be displayed on the reports screen in the app.

3. Configure Template Settings

Review Template

  • Select the Review Template dropdown — a list of fields will appear.

What is this review about?

  • From the drop down list, select if your review is about a location, user, or just free text, which is not specific to either:
    • Location – You’ll then select the location types your review applies to.
    • User – You'll then see an additional option where you can toggle yes or no if you would like the observee to be able to view the review.
    • Free text – Not tied to a location or user.

Description

  • Optionally, add a description. This will appear in the frontend.

Icon

  • Choose an icon that best reflects what the review is about (We’ve created lots of different icons to choose from in the media library, or upload your own).
  • Select an icon color as well.

How are actions assigned?

  • Toggle between:
    • Oplift User – Actions can only be assigned to users in the system (Will receive notifications)
    • Free Text – Actions can be assigned to anyone (inside or outside the system).

Allow gallery and uploaded images?

Include URL to full report in email

  • Toggle Yes/No – When you submit a report you can share the report via email. If you select 'Yes' this email will contain a URL to the report so that it can be easily viewed in Review, if the person has permission.

Include score in email

  • Toggle Yes/No – If Yes, the score will be included in the email after submission.

4. Create Sections and Insights


5. Set Review Permissions


6. Save or Publish

  • Save as Draft or Publish your template immediately.
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