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.
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.
In this step, you can record any action points agreed on during the review.
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.
This final step confirms that you have completed the review. The following options are available: