Starting & Closing Reviews

Starting a Review

Only Owners and Coordinators can start a new review.

1. Go to Weekly Review
2. Click Start New Review
3. The review defaults to the current week, but you can choose a different week or set a deadline
4. All active team members will see the review on their dashboard

Setting Deadlines

You can set an optional deadline when starting a review. If Slack is connected and deadline reminders are enabled, agents who haven't submitted will get a reminder when the deadline is approaching.

Closing a Review

When you're ready to close the review:

1. Go to the review detail page
2. Click Close Review
3. The review is marked as closed and no more submissions are accepted

A summary with the team average and top scorers is sent to Slack (if connected).

Re-opening a Review

If you need to allow late submissions, you can change the status back to "Open" or "In Review" from the review detail page.