Click on the 'Enquires' icon

Now you can start by clicking on the 'Manage Review Areas' icon.

Adding in your areas of enquiry is simple, just click on the 'New Review Area' icon.  You can then create as many areas as you wish.  See the screenshot below. 

If you add an area by mistake you can delete it by clicking on the delete icon. This will only delete the area if you have no activity assigned to it.

You now need to give users permission to access these areas.  You do this by clicking on the 'Reviewer Management' icon.manage observers.  

Once you have added users you can set their permissions.

If you leave these permissions empty the individual reviewer can still read the reports and action plans.  They can also contribute by adding notes.  We recommend that you tick the 'Assign to all observation categories'  to save you from having to add these individually on the next screen.

You can edit these permissions and delete a reviewer at any time by clicking the appropriate icon highlighted below.


If you didn't assign to all enquiry categories you can manually add them. Only the specified categories will show up when the reviewer looks at their schedule.

Simply go into edit reviewer as seen in the screenshot above and add you categories from the list.

You are now set up to start scheduling your enquires for each reviewer.  Click on the Enquire tab to take you back to the home page and select the 'Enquires' icon.

Select your reviewer from the list and at the bottom of the dashboard you will see a list of enquiry areas.  Select one.On your dashboard select the observee you want to start scheduling activity for.

Once you are on the area page click on the 'Scheduling' icon will appear.

You can now select the sampling type, assign the area being reviewed and decide when you want this activity to start from.  If you want to schedule interval to repeat click the End Date 'never' box or specify an end date.  As you add your different types of enquiries they will show up in the scheduling list.

The screenshot below is an example of an area called Overall.  In this instance this is the overall organisation.  I have scheduled 6 enquiries to run across the year.  Some of these will take place every 3 months, others are single annual enquiries.

If you have any further questions please do not hesitate to use your online chat.

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