Reviews uses all the information in the system and allows a formal evaluation process for your team that encourages them to reach their goals.
Reviews pull the sections from the Functions scorecard. If you would like to create custom topics for the Review, it is recommended to first make a Review Template where you can copy all sections from, including custom topics to Reuse over and over again so you don't have to add the custom topics each time. Please see steps here to create Review Template.
To add a Review, go to the 'Reviews' page and click 'Add Review' in the upper right corner.
From the 'Add Review' pop-up window, fill-in the top section (image: red box 1). Next, if you created a 'Review Template' - select 'Copy section, score type, notes and custom topics from' (image: red box 2). From the drop-down arrow, select the 'Review Template' that you would like to copy. Now all information from that point down is copied from the Review Template (image: red box 3).
Once the Review has been Added, the Review will include the checked sections from the Scorecard and any Custom Topics that were in the Review Template. If you wish to add any further topics, scroll to the bottom of the Review and click 'Add Topic'. Any documents can also be added at the very bottom of the Review.
The Reviewee and Reviewer, can now score and add notes as to why they scored the way they did. On the day of the Review, it can be set to be shared where all notes and scores are shared for the Review.
