Creating a Review Meeting record as a Line Manager

• Navigate to your Manage area in the top navigation
• Select Review Meetings* from the left-hand navigation menu
• Click on the blue Create Meeting button 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 required for this meeting
• Click Create
• Select the Meeting type from the drop down
• Adjust the Title if required
• Select the Academic Year that this meeting corresponds to
  • If you're closing last year's appraisal cycle, select the previous academic year
• If enabled in the template you are using, you can review and select the relevant objectives that this meeting applies to:
  • Select Show Details to reveal these and tick against all that apply.
  • To view objectives in more detail select Preview to view a summary of the objective in a pop up, or View to open the full details in a new tab.
• Complete the remaining fields as per your organisation's template
• At this stage you have 3 options depending on whether or not the form is ready to share:

1. Click 'Save' - Your responses will be saved but will not be visible to anyone. You can return to make further edits at a later date. 
2. Tick 'Share Draft' and then 'Save' - Your responses will be visible to the reviewee but are not yet final. You can return to make further edits and mark as complete at a later date.
3. Tick 'Mark as complete' and then 'Save' - Your responses will be visible to the reviewee and any other line managers in line with the visibility settings. The reviewee can now add their response. You are no longer able to edit or delete the form.

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