Managers: Creating a Review Meeting Record

Preparing for the meeting

To review the Objectives and associated evidence for the individual you are meeting with:

• Head into your Manage tab
• Select Objectives from the left-hand navigation menu
• Select the title of the first objective you wish to review
• Here you can review the full content of the objective. On the right, lower hand side you see Evidence that may have links to documents or other records such as CPDs or Observations. 
• Underneath the objective content, you can review any comments or dialogue the individual has left. If you would like to respond you can do so here using the Notes Section

Creating your statement

Alternatively, you can review the individual’s objectives when you are either preparing your record or creating it during the meeting.

• Remaining in the Manage area, select Review Meetings from the left-hand menu
• Select Create Meeting in the top right corner
• Find the individual from the dropdown list. If you manage a high number of individuals you can begin typing the name into the field and it will autocomplete your selection
• We're going to use the default template provided here, but your organisation may have created other templates. Select the template that is correct for you at this point
• Select Create

• Anything marked with an asterisk is a required field. Select the relevant statement Type to begin. This will pre-populate the title but you can either amend or retain this
• Enter your Title and select the Academic Year the statement is for. If you are writing a mid-year it will be the current academic year, if you are writing an End of Year you may need to select the previous year depending on when you are creating your statement
• Now you can review and select the relevant objectives. Select Show Details next to the year the objectives would have been completed, to reveal them
• Simply select View next to the objective you wish to review, this will open in a new tab then simply close the tab and come back to select it or view others

• 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
• If you are happy with the statement and wish to submit it, mark the checkbox Mark this review meeting as complete and then click Save
  
  

That's it, then simply repeat for any other individuals you manage