Ocasta Review
Getting started with Review, how to create Review templates and insights and manage the platform.
Setting Up Your Account and App AccessHow to set up your Review account, access the app, and seamlessly connect with your organisation's workspace
Getting started with a new reviewHow to start a review, complete insights and submit a review.
Complete a review via quick entryComplete simple & quick insights without needing to tap to open them.
How can I view a summary of my review before submitting?View an overview for each section & summary of insight scores on iOS, Android and the Web.
Submit or Save Review
How Do I Share a Review Summary?Share a submitted Review via email on Android, iOS and the Web
How Can I Share a PDF Summary of a Review?Share a PDF review summary via the app. Share via email, WhatsApp, or other platforms.
Deleting a ReviewHow to delete a Review.
How do I keep track on review activity within my organisation?Keep track of the progress of reviews and tasks across your organisation, to ensure they are completed on time.
How to Reassign an In-Progress Review to a New Owner
Review AnalyticsAnalytics offers insights on organisational performance & history, helping to identify review trends & areas for improvement & success
TimelineHow Can I View Review Patterns and Performance Trends?
History ReportHow Can I View and Filter Submitted Reviews on the Web?
Latest ReportHow Can I Prioritise Reviews and Assess Performance Effectively?
Submitted By ReportHow Can I Track User Engagement for Submitted Reviews?
Insights By ScoreHow Can I Identify Areas of Improvement and Success Within My Organisation?
Insights By SectionHow Can I Assess the Performance of My Organisation Across Different Sections of a Review?
Getting started setting up a new Review Template
Review permissions
Section creation
What are the different types of insights?
How to Encourage Users to Take Real-Time PhotosEnable secure photo mode to ensure photos are taken in the moment, preventing storage on devices.
Insight creation
Insight Categories
How to make an insight mandatory
Email Summary
How does Review calculate scores?By scoring everything, Review lets you quickly get that birds-eye view of your organisation and teams with easily comparable reviews.
How to quickly add a user to ReviewAdd all your new users with ease, follow our step by step guide which tells you exactly what you need to do.
Why Can’t I See a Review Template?Troubleshoot missing review templates by checking role permissions, location settings, and roam permissions.
How can I let a user access multiple locations on Review?Review roaming permissions