Step-by-Step Guide: Editing Forms in Reviewr

Accessing the Form

Login to your Reviewr account

Access the Forms Page

From the Admin Dashboard, locate the "Forms" dropdown in the top navigation
Click on the "Forms" page from the dropdown menu
You'll be directed to the Forms Page, where you can create, edit, and manage all forms including both submission and evaluation.

On the Forms Page, you will see a list of all the forms within your program.
To edit an existing form, click the pencil and box icon located on the left side of the form.
This will take you to the form editor, where you can modify fields, questions, and other settings.

If you want to create a new form, click the "Add Form" button located on the top left side of the page.
Upon entering the form editor, you will see a blank form, ready for you to begin editing.

Name the Form

In the top-left corner of the screen, you'll see a text space that says "New Event Form" by default.
This box contains an edit button (pencil icon) and an exit button (door icon).
To name your submission form, click on the pencil icon.
Enter your desired name for the form in the text space.
After typing in your form name, click the green check mark to confirm and save your changes.

Naming the Page

On the left-hand side of the screen, you will see a side panel where the form pages are listed.
You can also edit the page name with the pencil icon or on "Page Options" located in the top-right corner of the screen.
By default, the first page in your form will be titled "Untitled Page", and this will be the page that opens initially.
To change the page name, click the pencil icon next to the page name "Untitled Page" in the side panel.
You can also edit the "Next" and "Previous" button labels as needed.
After making your edits, make sure to click "Save" to ensure your progress is saved.

Choose a Question Type

To add a question, click the green "Add Question" button located at the upper-right corner of the page.
Upon clicking “Add Question,” the message "Select the kind of question you want to add" will appear, followed by a list of question types.
Click on a question type to view:

Once you've chosen a question type, click on the desired question and then click “Ok”.
You will be taken to the question editor.

Edit the Question

In the question editor, fill out the following fields:
- Question prompt: The main text of your question.
- Required status: Check the box if the question is required, and customize the required message if necessary.
- Additional details: Customize other aspects of the question, such as:

After completing the question, click “Save” to ensure your changes are preserved.
If you wish to leave the question editor without saving changes, click “Cancel”. Any progress made will be discarded, and the question will be deleted.
To add additional questions, click the green "Add Question" button located at the upper-right corner of the page.

Hovering Over a Question

In the form editor, hover your mouse over any existing question. This will reveal several options for editing and moving the question.

Moving Questions in the Form

If the question is not the first or last in the form, you will see arrows next to the plus sign.
Click the arrows to move the question up or down within the form.

Adding Questions

On the far right side of the question, you will see a plus sign (+) at both the top and bottom of the question.
Click the plus sign to add a new question either above or below the question you are hovering over.

Edit or Delete Questions

In the middle of the question's options, there is a pencil icon to edit the question.

To delete a question, click the trash icon next to the pencil icon.