Creating a Review Meeting record (manager-led)

Manager-led reviews and meetings

• Navigate to your Manage area
• Select Review Meetings* from the left-hand navigation menu
• Select Create Meeting in the top right corner
• Select the relevant Individual that you line manage from the drop down
• Check the visibility settings. Toggle this if required.
• Select the template
• Select Create

• Select the Meeting type from the drop down
• Enter your Title
• Select the Academic Year the statement is for. 
• If applicable, you can review and select the relevant objectives.
  • Select Show Details to reveal these and tick against all that apply.
  • To view objectives in more detail select View next to the objective to open in a new tab.
• Complete the remaining fields
• At this stage, you can click on Save and you will be able to return to it at a later time. This may be required if you need to reflect on the meeting or you have asked the individual to provide additional evidence
• Once the statement is finalised and wish to share it, mark the checkbox Mark this review meeting as complete and then click Save

^{* Terminology is customisable. Review Meetings may be Meetings, Appraisal, Overview Statements or similar in your account}