If you need to make a copy of a learner review, you can use the Clone function to do so. This may be needed if a review has been locked for editing - you can instead clone the review, edit it and delete the old review.
If you wish to make multiple future copies of a review, you should use the Copy Forward function instead.
To clone a review, find one in either the overall Review List or the Reviews tab in a learner's Delivery Plan and select ... > Clone.
Here you can enter the following details for the new review, which will be set to match the original review by default:
Type
Proposed Date and Time – Selecting the date field will open a calendar date selector.
Reviewer – This is the staff member responsible for the review. This field contains a drop-down menu of officers to link. A search bar is available at the top of the menu.
Mentor – This is the staff member linked as the learner's mentor. This field contains a drop-down menu of officers to link. A search bar is available at the top of the menu.
Once you have made any changes, the following options are available:
Save
Save and View Summary
Save and Close
Cancel
For more information, take a look at the full help page for Cloning Reviews.
Keywords: Duplicate review, edit locked review, copy review