7.B Opening New Reviews (Bulk Action)

7.3 Opening reviews with a bulk action

A user with Administrator rights may be called upon to open reviews for multiple staff members. We see how this is done in this section. We recommend bulk opening with a small 'test' group prior to bulk opening multiple staff

Practical Task:

1. From the left-hand contents menu select Settings
2. From the Review dropdown select General
3. Select the Bulk Actions tab from the list of ten tabs on the left-hand side

Your screen should display like this:

Open a bulk review by following the prompts in the Bulk Open Reviews wizard.

Notice you have an option screen concerning what is automatically added to the new release.

With these three checkboxes ticked, appropriate standard objectives, standard Monitoring Forms and standards will automatically be included in reviews in addition to individual staff members' open Objectives and Areas for Development.

Practical Task:

1. Tick all checkboxes and select the Next button

The next screen that comes up is for the user to select the correct staff members for the bulk opening of their reviews.

Notice there are six ways to filter the staff list down to a particular category of staff. Leave as is to select all staff or several staff or use a radio button filter e.g:

Practical Task:

1. Select Department then click in the text area where it says Please select an option
2. A dropdown list or departments (subjects) is displayed
3. Select a department with several staff in it
4. Tick the checkbox next to Staff Members to select all the staff in that department
5. Click the double arrows to move all selected staff from the left-hand side of the screen to the right-hand side

Your screen should look like this:

Practical Task:

1. Select the Next button
2. The final screen confirms the title, dates and selected staff for the bulk open of reviews
3. Check the information is as you requested then click the Open Reviews button

A confirmation message is displayed:

You can check one of the newly created reviews via the staff list.

Practical Task:

1. Select Home from the left-hand contents menu
2. Select the My Staff tab
3. Select the All Staff radio button
4. Each staff member is listed at least once and more than once if they have more than once if they have more than one review covered by the date range
5. The review names are not displayed but the reviews you have just opened are likely to correspond to the last occurrence of the staff member's name
6. Select the last occurrence of one of the staff you just opened a review for