The Reviews Module allows you to clone existing review question sets, making it easier to create new sets without starting from scratch. This feature saves time, ensures consistency, and provides flexibility in adapting review processes.
⚠️ Important Note
Cloning a review template does not automatically clone the question sets included in it. To avoid unintended changes across all templates using the same sets:
Clone the question sets first.
Insert the cloned sets into your new review template.
This ensures updates remain isolated to the correct template and don’t cascade into others.
Step 1: Navigate to the Admin Center
Head over to the Admin Center from the app (located at the top-right corner) or heading directly to https://admin.teamflect.com/
Start by locating the "Modules" section in the left navigation bar. Once there, click on the "Reviews" tab to proceed.
Step 2: Access Review Question Sets
Under "Reviews," find and click on "See review question sets." This will open a page displaying all your existing question sets.
Step 3: Choose a Question Set to Clone
Identify the question set you wish to clone from the list. Click the designated button to initiate the cloning process.
Step 4: Make Necessary Changes
Upon cloning the question set, you can make any required adjustments. Tailor it to your specific needs or update any outdated information.
Step 5: Save Your Cloned Question Set
Click Create to save your cloned version.
Step 6: Confirmation
Check the list of question sets to verify that your new version has been added.
The cloning function in the Admin Center serves various practical use cases, enhancing efficiency and flexibility in managing review question sets.
Use Cases
Adapting to Changing Requirements
When review processes or evaluation criteria evolve, clone an existing set and quickly adjust it instead of rebuilding from scratch.Customization Across Departments
Create a master question set, then clone and tailor it for different teams, roles, or departments while keeping overall consistency.Versioning and Historical Tracking
Clone question sets before making changes to preserve older versions for audit or comparison purposes.
Best Practice
Maintain a master version of your review question sets, and always clone from that version to ensure alignment.
Use clear naming conventions (e.g., “2025 Mid-Year – Engineering”) to avoid confusion between versions.