Overview
These standards will appear in every new staff review but can be easily removed if the standard is not required for a particular member of staff.
Location
To view the standards in the system, go to Settings, Review, Standards.
Instructions
The list can be reordered using the arrows to the right. The tick shows if the standard is active, a cross will show if the standard is inactive. Inactive standards can be viewed by selecting Inactive in the Active column.
Standards can also be filtered by type, or you can search for a standard using the search box at the top of the Standards column.
Actions
Adding a new Standard
Click on Add Standard
Enter the Title, Description, Due Date and Type of standard
Click on Add to save the standard to the list
Ensure that the Roles are set against the relevant staff in your system
Importing a Group of Standards
Click on Import Standards
Select the standards that you would like to import
Click on Next
Select the 'End Date' for the standards
Select a 'Role' to be associated with the standards. If a relevant 'Role' does not exist, add it using the 'Add Role' option
Click on 'Next'
Check that the settings are correct
Click on Import to import the standards into your system
Ensure that the 'Roles' are set against the relevant staff in your system
Making a Standard Inactive
Click on the Bin Icon next to the standard.
This will place the standard in the inactive list (NB: This will not remove the standard from historical reviews)
This will remove the standard from the list and it will no longer be available to add to reviews, however, it will still exist in any existing reviews.
