How to Create a new Template
Templates allow you to define a set of reusable questions and options for evaluations. Follow these steps to create your own template:1
Create a New Template
Navigate to the Templates page and click + Create new template to
start creating a new template.
2
Enter Template Information
Provide the Title and Description for the template. This information
will help identify the template later.
3
Define Evaluation Information
Specify the basic settings for evaluations created using this template,
including Language, Target, and Type.
4
Add Instructions (Optional)
Create clear and concise instructions for evaluators. This step ensures that
evaluators understand how to complete the evaluation effectively.
5
Add Questions
Define the key questions for the evaluation. These questions will guide
evaluators during the evaluation process.
6
Review and Summarize
Review all the details of your template in the summary section. Confirm that
the template meets your requirements before proceeding.
7
Template Creation Complete
Once the template is created, you will see a confirmation screen with a
summary of the template and its Template ID, which you will use on the
SDK.
After the template is created, you can use the Template ID to generate
evaluations using the SDK or directly from the web platform.