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Managing Your Interviewer Templates

Once you have created templates (or if you want to modify library templates), you'll need to manage them. This involves editing and organizing.

Finding Your Templates​

  • Navigate to the Interviewer Templates section (under Templates).
  • You will see a list of available templates, searchable by name.

Editing a Template​

  1. Select the Template: Find the template you want to modify in the list and click on it or the "Edit" button/icon.
  2. Make Changes: You'll be taken to the template configuration screen (similar to the creation screen). Modify the Name, Description, Focus, Core Instructions, or any other settings as needed.
  3. Save Changes: Click "Save" or "Update Template".

Important Note on Editing: Editing a template will affect both future interviewers created from it and update existing interviewers already based on that template, depending on your system's configuration.

Deleting Templates​

  1. Select Template(s): In the template list, select the template(s) you wish to delete (using checkboxes or individual delete options).
  2. Confirm Deletion: Click the "Delete" button. You will be asked to confirm, as this action is permanent.

Caution: Deleting a template prevents you from creating new interviewers based on it. It will also impact analytics or reporting related to that template. Check if there are any active interviewers using the template before deleting.

Organizing Templates​

  • Naming Conventions: Use clear and consistent names.
  • Descriptions: Write helpful descriptions.
  • Scope: Use Project-specific templates where appropriate to avoid cluttering the global list.

Now that you know how to manage templates, let's move on to Creating and Sharing Interviewers.