To edit a template, go to the Templates tab.
If the template is not active, click on Edit for the specific template.
You will be taken to the specific template page. You will be able to edit the categories, questions, answer types, and the template options (review type, distribution, frequency, review dates, start and end date, day of the week distribution, review summary)
If you are still in the process of editing the template, click Save Draft. You will be able to come to the template later to make further edits.
When you have finalized the review template and ready for the review to be distributed on the chosen Review Start date, click Publish.
Once the template is published, you will no longer be able to edit the template.