Setting Up Feedback Forms

May 31, 2025

Purpose: Create and attach feedback forms for training sessions.

Steps:

  1. Go to Training > Feedback Templates.
  2. Click + Create New Template.
  3. Enter:
    • Template Title
    • Description (optional)
  4. Click + Add Question:
    • Choose type:
      • Rating Scale
      • Multiple Choice
      • Text Response
      • Yes/No
  5. Drag to reorder questions.
  6. Click Save Template.
  7. While scheduling a session:
    • Go to the Feedback Section
    • Select the template under Attach Feedback Form
    • Enable Auto-Send after session
  8. Save the training session to finalize.