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Publishing a Review Form

Once you have finished building and testing your review form in Staging, you can publish it to Production to make it available to reviewers. 

Before Your Publish 

Before publishing, we recommend:

  • Reviewing all review criteria and scoring settings
  • Testing the review experience in Staging
  • Confirming criteria order and section structure
  • Ensuring all required changes have been completed

Important: Publishing replaces the current live version of the review form. Changes take effect immediately in Production.

Publishing a Review Form 

Step 1: Log into Your Staging Environment 

Navigate to your organization's Staging environment and log in as an Admin

Step 2: Open the Publish Screen 

From Advanced Settings, select Publish 

Step 3: Review the Review Versions

In the Review Publish section, you will see:

  • The current Live Version of the review form
  • The latest Draft Version available for publishing

Review the version details before proceeding.

Step 4: Audit Your Changes (Optional)

Click Audit to review the changes included in the draft version before publishing.

This allows you to verify exactly what will be updated in Production.

Step 5: Publish the Review Form

Click Publish beside the draft version.

The draft version will become the new live version and will immediately be available to reviewers in Production.

Understanding the Publish Screen

  • Live Version: The Live Version represents the version currently being used in Production.

  • Draft Version: The Draft Version contains unpublished changes made in Staging.

  • Audit: The Audit option allows you to review all differences between the Live Version and Draft Version before publishing.

  • Publish: Publishing replaces the existing Production version with the selected draft version. 

What Gets Published?

Publishing a review form includes:

  • Tabs
  • Sections
  • Review Criteria

FAQs

What does the Audit button do?

The Audit screen displays the differences between the current Live Version and Draft Version, allowing you to review changes before publishing.

Why don't I see a Publish button?

The Publish button only appears when unpublished changes exist.

How quickly do changes appear?

Changes are applied immediately after publishing.

Can I undo a publish?

Yes. If a mistake is made, you can use the Rollback feature to restore a previously published version.