A quick introduction to the Professional Review module in iP, explaining how it provides a structured framework to start, manage and complete staff reviews, including setting objectives, adding evidence, tracking progress and recording outcomes to support development and reflection.

Shows how to bulk open multiple Professional Reviews at once in iP, helping you quickly start review cycles for groups of staff without setting up individually.

Step‑by‑step guidance on initiating a Professional Review for a staff member in iP, including setting objectives, assigning collaborators, and preparing the review for completion.

Find out why the start button might be unavailable for a staff member’s review in iP and how to begin the review using alternative options or permissions.

Learn how to recover an archived Professional Review in iP so you can reopen it, make updates, and continue tracking progress.

Guides administrators through creating and assigning shared objectives to all staff or selected groups, ensuring consistency while reducing the need to set objectives individually.

Explains common reasons why standard objectives may not be applied to a review in iP and outlines the steps needed to ensure they are correctly added and visible.

Explains how to access and view a staff member’s Professional Review portfolio in iP, including objectives, evidence, feedback and review history in one place.

Learn how to view and navigate a staff member’s Professional Review in iP, even if you don’t directly manage them, so you can support their development and track progress efficiently.

Learn how to navigate and make the most of the Activity Feed in your Professional Review portfolio, keeping track of updates, comments, and progress in one place.

Discover how to add, manage and organise blog entries within your Professional Review portfolio in iP to reflect on progress, record insights, and support your development journey.

Explains how staff can view their own performance objectives within iP, including where to find them and how to navigate the objectives list to track progress and update evidence.

Find out how to add and manage evidence within a Professional Review, including uploading documents, linking existing records, and supporting objectives against professional standards.

Learn how to create and add an interim review in iP to track ongoing progress, provide feedback, and support staff development between formal review cycles.

Explains why objectives might not appear in a staff member’s portfolio, and how to resolve this by agreeing the targets so objectives become visible.

Find out why standards may not be appearing in a Professional Review portfolio and how to check settings, permissions and configurations to make them visible.

Guides users through accessing and viewing performance management reports in iP, showing how to review objectives, progress and outcomes to support monitoring, evaluation and next steps.

Explains how to manage general notification settings within iP, allowing users to turn notifications on or off to suit their role and preferences.

Shows how to manage objective-related notifications in iP, enabling users to control alerts about updates, progress and activity linked to their objectives.

Learn how to add collaborators to a staff member’s Professional Review when you are not their direct manager, allowing others to contribute evidence, comments and support to the review process.

Step‑by‑step instructions for exporting a Professional Review portfolio from iP, so you can save, share, or print a complete record of objectives, evidence, and outcomes.

Find out common reasons a Professional Review may not appear in your iP portfolio and how to resolve visibility issues to access your review details.

Understand common reasons why staff you line-manage may not appear in iP and how to resolve visibility issues to access their Professional Reviews.

Learn why some staff members may appear more than once in the My Staff view in iP and how to identify and resolve duplicate entries.

Step‑by‑step guidance on how to add multiple collaborators at once in iP, saving time when setting up reviews for several staff members.

Step‑by‑step instructions for creating and managing a probation review in iP, helping you track objectives, progress, and outcomes during the probation period.

Learn how to edit the title and date of a Professional Review in iP, ensuring your records are accurate and up to date.

Tips and steps for making the most of the My Staff view in iP, helping you efficiently navigate, organise and manage your team’s Professional Reviews.

Step‑by‑step guidance on how to include collaborators in a staff member’s Professional Review in iP, enabling shared input and support throughout the review process.

Learn how to document and track a staff member’s progress in iP over a review period, reflecting the impact of coaching and ongoing development.

Learn how to update the rating type used in a Professional Review’s settings in iP to match your preferred assessment approach.

Step‑by‑step instructions for creating and adding personal objectives to a Professional Review in iP, allowing you to tailor goals to your development needs.

Step‑by‑step instructions on how to finalise and close a Professional Review in iP once all objectives and evidence have been completed.

Explains how to quickly close several Professional Reviews at once in iP, saving time when finalising reviews for multiple staff members at the end of a cycle.

Find out why a Professional Review in iP can’t be closed and how to identify and complete outstanding items to finalise the review successfully.

Explains how to view objectives from earlier review cycles in iP, allowing staff and leaders to reflect on past targets, progress and outcomes over time.

Explains how staff can access and view previous Professional Reviews in iP, allowing them to reflect on past objectives, feedback and outcomes over time.

Step‑by‑step guidance on how to re‑open a completed Professional Review in iP to make updates or add additional evidence.