Customize onscreen review instructions

Onscreen instructions are the first thing participants see when they open a review. We recommend using these instructions to provide guidance and set expectations. You can customize instructions separately for subjects and managers to address their specific roles in the review.

How to customize onscreen instructions site-wide

You can edit the default instructions to align with your organization.

1. Click the gear icon on the top right of your screen.

2. Select General administration in the drop-down.

3. Click Communications under General in the side menu.

4. Click Review introduction for subjects or Review introduction for managers.

5. Make your changes and click Save.

How to customize onscreen instructions on a specific review

You can override the sitewide instructions for a specific review in the final setup step.

1. Click Reviews in the top nav.

2. Click Manage reviews in the drop-down.

3. Find the review in the table.

4. Click the 3-dot icon beside the review.

5. Select Edit setup in the drop-down.

6. Click Review in the sidebar.

7. Click Review and edit under Communications.

8. Click Edit instructions under the introduction you want to customize.

9. Make your changes and click Exit (edits are live-saved).