On the web you can use the ‘Activity’ tab to keep track of the progress of reviews and tasks across your organisation, to ensure they are completed on time.
There are two different views: 'Reviews in Progress’ and ‘All Tasks’. Read this guide Follow up on tasks, to find out more about how to follow up on task activity.
For 'Reviews in Progress' you’ll see a list of all the reviews in progress for the last 28 days by default. At the top of the page you’ll see various filtering options. Below is an overview of the different options:
Review Type
Reviews can be about either a person or a location. You can choose to view all location or person reviews or you can select a specific location or person review from the dropdown. For example you might have a location Review called Store Checklist. If you select that Review type you will see all Store Checklist reviews in progress for all locations you have permission to see.
For location reviews, if you have permission to view other locations, two further options will appear, filter by region or enter a specific location in the ‘Location’ box. If you don't have roam permissions you'll only be able to view reviews for your location.
For person reviews, if you have roam permissions then you'll be able to toggle to view in progress reviews by location or by person.
Person Reviews by location - you can view all in progress person reviews for a specific region/s or location/s. For example, if you had a person review called 'Sales observation', you could select it as the review type then refine the results to view all sales observations in progress in a specific region, such as the South East or refine the results further to a specific location such as Brighton. You can filter by more than one location, such as Brighton and London.
Please note that being able to filter person reviews by location is a feature that has been added recently. Any reviews submitted before the 1st March 2023 will not contain information about location for a person. If in progress reviews started prior to the 1st March are edited before being submitted, then they will be updated to include location data.
Person reviews by person - if you select By person then you can search for a user in the person field. For example you may want to search for all Sales observations for a specific individual.
Date Range
By default it will be set to the last 28 days.
You can also choose to show reviews for the last 12 months or enter a custom date range.
Submitted By
Search for reviews submitted by a specific person.
Start typing their name in the box or search for their name in the dropdown list.
Contains Tasks
If you’d only like to see reviews with tasks assigned then select the ‘Contains Tasks’ check box.
You can select a review from the list to see the detailed view.