How to Manage Rating Scales in Performance+ (Edit, Duplicate or Delete)

Overview:

This article explains how admins can maintain their existing rating scales. Once a rating scale has been created, you can edit, duplicate, or delete it at any time, regardless of whether it is currently linked to any review cycles.

TABLE OF CONTENTS

• Edit Rating Scales
• Duplicate Rating Scale Templates
• Delete Rating Scale Templates

Edit Rating Scales

• Go to Performance+ > Templates > Rating Scale Templates
• Click into the template you wish to edit

• You may edit the rating scale name, labels, and rating scales as needed.
  
  

• Once done, click Save. 
• If the rating scale template is already used in a form, a popup will warn that changes may affect associated forms.
  
  

• Once you select “Apply to all master form templates”, the rating scale will be updated immediately across all master form templates where it is used.

Duplicate Rating Scale Templates

• If you need to create a copy of an existing rating scale for further modification, go to the rating scale template, click on the three dot menu on the right, then select Duplicate
  
  

• The duplicated rating scale will be created automatically, and its name will be appended with “copy 1”, “copy 2”, and so on.

Delete Rating Scale Templates

IMPORTANT: 
Templates can only be deleted when not in use within any form templates.
Rating scale templates that are deleted cannot be recovered.

• If you require deleting an existing rating scale template, click on the three dot menu on the right, then select Delete
  
  

• A confirmation pop up will appear and you may click Delete

Still Need Help?: 

Reach out to our support team should you need further assistance.