How to edit a Review Meeting record as a Line Manager

You're able to edit in full a record that is saved as draft. Once the record has been marked as complete you will only be able to edit the type, title and academic year of the record.

• Click into your Manage area within People Development 
• Click on Review Meetings* in the left hand navigation 
• Select the relevant record - use the filters to find this easily
• Click on the Edit option in the right-hand side Actions panel 
• If the record is complete, tick 'Mark as Complete' and then 'Save'
• If the record is not yet complete, click 'Save' to save your changes
• After marking this record as complete, you will still see the Edit option but you will only able to edit the Type, Title and Academic Year 
  
  

If you need to add notes or evidence to a record, you may do this at any point, whether marked as complete or not:

• Click into your Manage area within People Development 
• Click on Review Meetings* in the left hand navigation 
• Select the relevant record 
• Scroll to the bottom of the record to add notes if you wish 
• To attach evidence, select Manage Evidence on the right-hand side 
• Populate the title of your document in Label and choose a file to upload 
• You can also add links to online evidence. Toggle to the links tabs and add a URL and a label 

_{* Whilst referred to as Review Meetings in this guide, your organisation may use alternative terminology such as overview statements or review meetings}