Previewing a 1-to-1 Template

Overview

Before issuing a 1-to-1 template to your organisation, you can preview exactly how it will appear to reviewees and reviewers. The preview feature creates a test 1-to-1 showing all configured question sets, activity data panels, and the overall layout.

Previewing helps you catch issues before they reach your team—ensuring questions make sense, activity data displays correctly, and the overall experience matches your expectations.

Functionality Breakdown

The preview feature creates a special preview 1-to-1 instance that:

• Shows the complete template as it will appear when issued

• Allows you to switch between reviewee and reviewer views

• Displays sample activity data panels

• Lets you test question flow and layout

• Doesn't count toward reporting or completion statistics

Preview 1-to-1s are:

• Automatically created when you access the preview

• Linked to your user account (you're both reviewee and reviewer)

• Persistent—returning to preview shows the same instance

• Separate from real 1-to-1s (won't appear in logs or reports)

Accessing the Preview

From Template Creation

When creating a new template, the final step offers a preview:

1. Complete the template setup wizard

2. On the final step, click Preview

3. The preview 1-to-1 opens in a new view

From an Existing Template

1. Navigate to My Development → 1-to-1s in the sidebar

2. Click the Templates tab

3. Find your template and click to open it

4. Click Preview to see how it will appear

From Template Edit Mode

1. While editing a template, click Preview at any step

2. Review the current configuration

3. Return to editing to make changes

Preview Features

Switching Views

The preview allows you to see both perspectives:

Toggle between views to ensure both experiences are appropriate.

What's Included in Preview

Activity Data in Preview

The preview uses your own user data to populate activity panels:

• Objectives shows your objectives

• Tasks shows your tasks

• Learning Activity shows your completions

• Quizzes/Exercises shows your attempts

💡 Tip: This gives you a realistic view of how data displays, though team members will see their own data when issued.

Pre-requisites

To preview a 1-to-1 template:

• You must have permission to view or edit the template

• The template must have at least basic configuration

Role Requirements

Quick Start Guide

Previewing Before First Issue

1. Create your template with all settings configured

2. Add your question sets

3. Configure activity data options

4. Click Preview on the final step

5. Review the reviewee view

6. Switch to reviewer view and check that perspective

7. Return to edit if changes are needed

8. Proceed to create a cycle when satisfied

Checking Template Changes

1. Navigate to the Templates tab

2. Open the template you've modified

3. Click Preview

4. Verify your changes appear correctly

5. Check both reviewee and reviewer views

Use Cases

Quality Assurance Before Launch

Before rolling out a new 1-to-1 programme:

1. Preview the template

2. Have a colleague review the preview

3. Check question wording and order

4. Verify activity data panels are appropriate

5. Confirm the overall flow makes sense

Testing Question Sets

When adding or modifying question sets:

1. Make your question changes

2. Preview the template

3. Answer the questions yourself to test the flow

4. Check that conditional logic works (if applicable)

5. Verify question formatting

Demonstrating to Stakeholders

When getting sign-off on a new template:

1. Open the template preview

2. Walk stakeholders through both views

3. Show how activity data will display

4. Explain the flow from issuance to completion

FAQs

Q: Does the preview affect my real 1-to-1 data?
No—preview 1-to-1s are completely separate. Nothing you do in preview affects your real 1-to-1s, reports, or completion statistics.

Q: Can I share the preview link with others?
The preview is tied to your user session. Others with template access can generate their own preview by opening the template.

Q: Why do I see my own objectives/tasks in the preview?
The preview uses your data as a sample to show how activity panels work. When the template is issued, each person sees their own data.

Q: Can I preview an archived template?
Yes—you can preview archived templates. This is useful for reviewing historical templates or before deciding to unarchive.

Q: Does the preview update when I change the template?
Yes—the preview reflects the current template configuration. Changes you make will appear in the preview.

Q: Can I finalise the preview 1-to-1?
You can interact with finalise buttons in preview, but it doesn't create real completion records or trigger notifications.

Troubleshooting