Distribute Reviews to one or more Departments

Click here to view the version 2 help topic

The Distribution selects who the review is relevant for, in some cases a review is designed for one or two departments like customer facing performance metrics, or it is set by default to the entire company.

1. Go to the Templates tab. 

2. Go to Create New Template.

3. When creating a New Template, go the Template Options panel located on the right-hand side.

4. Find “Distribution” and click the drop down arrow to get a list of Departments in your Directory.

5. Either type in the Department name in the text box above “Company Wide” or click on the Department’s name. Once the Department is chosen, a “✓” will appear next to each Department’s name.