Create a reusable element
Open Appraisal > Elements.
Select Create new.
Enter the element name, choose its type, and decide whether the element uses an assessment value when that option is available.
Select Create.
Open the new element to configure its base details, attributes, phrases, and subelements.
Create and organize a template
Open Appraisal > Templates.
Select Create new, enter a name and description, and select Create.
Open the template.
Use the plus button in the report structure to choose a parent position and add an existing reusable element.
Arrange the element structure and configure template descriptions and prerequisites as required.
Changing a reusable element can affect every template and report that uses it. Check its existing use before editing or deleting it.