Managing debrief forms in Performance Leader gives you the flexibility to tailor feedback processes to your firm's needs. Whether you're creating new templates from scratch or updating existing ones, this guide will walk you through each step of the configuration process.
Accessing debrief form configuration
Before you begin creating or editing debrief forms, you'll need to access the configuration area where all template management happens.
As a Super Admin, navigate to Manage Apps in your admin menu
Click on Debriefs
Select Configuration and Tools
You'll see a list of any existing debrief forms
Note: You can change the order of forms by clicking on the six-dot menu and dragging them into your preferred sequence.
Editing an existing debrief form
Once you've accessed your debrief forms, you can modify any aspect of an existing template to better suit your requirements.
Click the Edit Type option for the form you want to modify
A menu will appear where you can update:
Form name
Description
Visibility settings (determines if feedback respondents can see each others' feedback when submitting theirs)
Archive status (enable or disable the form)
Scroll down to see the different input sections:
Inputs required when the form is set up
Inputs required for team members to provide feedback
Inputs for the team leader to provide final feedback
Click Update Type to save your changes
Modifying debrief form inputs
Each section of your debrief form can contain multiple inputs that you can customise to capture the information you need.
Within the form editing screen, locate the input you want to modify
Click the Edit option for that input
You can adjust:
Input type (text box, dropdown, date picker, etc.)
Title of the field
Instructions to guide users
Whether the field is required or optional
Use the toggle options to reorder inputs within the form
Click Update Type when you're satisfied with your changes
Creating a new debrief form
Building a new template from scratch allows you to design a debrief process that perfectly matches your team's needs.
From the Configuration and Tools screen, click Add type
An empty dialogue will appear for you to configure your new form
Provide all required fields:
Form name
Description
Visibility settings
Input sections for setup, team member feedback, and team leader feedback
Configure each input field with appropriate types, titles, and instructions
Click Create type to save your new form
Once created, your new debrief form will be available for users when they're setting up debriefs.