Use these steps to edit a rubric's name, categories, or score ranges, or to permanently delete a rubric you no longer need.
Before You Begin
- To edit: No reviews can have been submitted in any active cycle using this rubric. Once the first review is submitted, the rubric is locked.
- To delete: The rubric must not be attached to any active or past review cycle.
- Required access: Best-Self Review®, Review Admin role.
- Available on: Perform and Total Platform pricing packages.
Edit a rubric
- Click Reviews in the left-hand navigation.
- Open the Template configuration tab.
- Click the Rubrics tab.
- Locate the rubric you want to edit using the search field or sort controls.
- In Card view, click the options menu on the rubric card and select Edit.
In Grid view, click Edit in the rubric's row.
- Update the Rubric Name, category names, score ranges, or descriptions as needed.
- Click Save rubric.
Delete a rubric
- Click Reviews in the left-hand navigation.
- Open the Template configuration tab.
- Click the Rubrics tab.
- Locate the rubric you want to delete.
- In Card view, click the options menu on the rubric card and select Delete.
In Grid view, click Delete in the rubric's row.
- Confirm the deletion in the dialog that appears.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Edit option is unavailable | A review has been submitted in an active cycle using this rubric | No edit is possible after the first submission. Create a new rubric instead. |
| Delete option is unavailable | The rubric is attached to an active or past cycle | Remove the rubric from all cycles before deleting, or archive the cycle first. |
| Rubric does not appear in search | Rubric name spelling or view filter | Clear the search field and switch between Card and Grid view to confirm the rubric exists. |
Not Covered Here
This article does not cover changing which rubric is assigned to an active review cycle.