Closing a Review

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At the end of the review period, you’ll need to meet with your staff member and close their review. Before doing so, ensure that all required fields are complete. A review cannot be closed if any of the following are left incomplete:

Pre-closure review

All objectives must have a final status and not be in progress.
All monitoring must be completed.
All Areas for Development are either set to Completed or Not Achieved.
All CPD courses/activities are set to Attended or Not Attended.

If any of the above items are incomplete, you’ll see an error message when attempting to close your review.

Preparing to Close the Review

Task:

Go to My Staff > Select a Staff Member > Open their Portfolio.
Objectives tab: check that all objectives have a final status.
Monitoring tab: Remove any incomplete monitoring (using the bin icon). Click Restore Monitoring (top right) to see any removed items- these can be reinstated later.
Standards tab: Ensure every standard is rated.
Areas for Development tab: Make sure all items have a final status (Completed or Not Achieved).
CPD Activities/ Courses tab: Mark each activity as Attended or Not Attended.

Closing the Review

Click Close Review (top of the Portfolio page).
On the pay progression tab: Review the status and comments you entered earlier, and you can also make any changes here.
On the final review tab: Confirm the interim review notes are correct.
Go to the Staff Agreement tab: Enter both the requirement passwords, click close review

Note: The review will now show as ‘Closed’ in its title.

Re-opening a Review

If you need to add extra evidence relating to a closed review, you can reopen the review.

Task:

From the portfolio page of the staff member select Reopen Review.
Enter the two passwords to reopen.
Once you have added the additional information once again go through the steps above to close your review.

Related Guides

Logging In and the Home Screen

Submitting Monitoring

Assessing Your Staff: Objectives and Standards

Interim Review

Pay Progression

Reports

Development Plan: Priorities

The Development Plan: Objectives

The Development Plan: Activities

Closing a Review

Pre-closure review

Preparing to Close the Review

Closing the Review

Re-opening a Review

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