How to get started with a new review
You can carry out a review on the web, mobile or tablet. Follow the steps below.
Navigate to the 'Start' tab and select the review you wish to complete.
A review can be specific to a person or a location. Find or search for the required person or location in the list to get started.
You are now ready to start your review..
The Insights are arranged within sections. Work your way through each section completing each Insight. You can read this article What are Insights? for a summary of the different insight types.
You can do this via quick entry or if you need to add further detail to an Insight such as a photo or additional notes, just select the Insight.
As you complete your review the Insight tiles will become coloured to reflect the score. This gives you an overview as you go along. This will look slightly different on the web, tablet and Mobile.
You can save your review and submit it later or submit it if it’s complete.
What are Private Scratch Notes?
Scratch notes serve as a convenient tool for uploading temporary, useful information such as images and attachments, and for making notes whilst carrying out a Review. For example you could use scratch notes for quick documentation of any observations or incidents that require follow-up but might be forgotten by the end of the Review.
You can access your Scratch notes from various screens in the app, including the top of the overview page and the top of each section. Select the note icon to bring up the scratch pad, allowing you to add content or view existing notes.
You can organise your scratch notes into sections, with the option to include both images and text within each section. All notes and additional information are deleted once the Review is submitted.
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