Once a review has been attended, you can use the Complete process in the Review Summary to fill in all the necessary details and send the review off for signatures. To begin the process, select Complete from the left-hand side of the Review Summary Details panel.

Open

This will open the completion process, which is made up of the following steps. After each step, select Next to progress to the next step, Back to return to the previous step, or Cancel to leave the completion process.

If you select Cancel, any changes made to the review in previous sections of the process will be saved.

Actions

In this step, you can record any action points agreed on during the review.

Open

Files

In this step, you can add any necessary files to the review record.

Details and Notes

In this step, you can edit the fields available when Editing the Review and any of the notes fields available in the Notes tab in the Review Summary.

You will need to set an Attended status here before you can progress to the next step.

Signatures

In this step, you can request signatures for the review. The following types of record will be available to request a signature from:

• Any Officers linked to the review who have a User Account linked.

• The Learner linked to the review, if they have a Learner Account set up.

• Any external Contacts linked to the review, if they have an Email Address recorded and a Relationship to the learner.

For each person in the list, you can specify whether a signature is Required or Not Required. Anyone set as Required will be sent an email with a link to Sign the Review. They will also be able to complete any Notes that have been Configured for Remote Filling as well as any Review User Defined Fields available to them.

The following options are also available:

• Edit Relationships – This will open the learner’s Officer list in a new tab, allowing you to change the officers linked to the learner. When you return to the review completion process, you will be prompted to refresh the list to show any changes.

• Add Signature – This will open a drop-down menu of additional officers and contacts to add as required signatures.

Bear in mind that once you have requested at least one signature the review will be locked and unavailable to edit.

Finish

This final step confirms that you have completed the review. The following options are available:

• Selecting Close will return you to the Review Summary.

• Selecting Review Signatures will take you to the Signatures tab in the Review Summary.