Keeping a review up to date is vital to the appraisal process. Evidence can be added and targets updated throughout the year to ensure that it's as current and accurate as possible.
Please Note: The review must be active for it to be updated by the reviewee. If the review is still in Draft, the reviewee cannot contribute to it.
Once a review has been created and has gone through the feedback process, or the feedback process was skipped, it sits in the active stage. If you haven't got to this stage yet, please click here.
When a review is active, it's open for editing, so both the reviewer and reviewee can update it over the year.
Updating a Review as the Reviewer
Quick Steps
- From your dashboard, select the Reviewing tab
- Click on the Reviewee's name
- Make updates using the tabs provided
- Save
Need More Detailed Help?
If you are updating a review as the reviewer, you must navigate to the Performance Management Dashboard.
Once here, you should find the review in the active stage. If it's not in this stage, please refer to this guide.
Click on the reviewee's name or the Edit icon to enter the review. Alternatively, you can click on the Targets icon if you want to update the targets or the CPD Needs icon to update the CPD.
If you click on the name or the edit icon, you'll be taken back into the review and you can update any information as normal here. You'll also have the option to do an end-of-year review. See this guide for more details on that process.
Updating Targets
To update the targets, click on the target title to open it.
You are then taken within the target and can start to update it and add evidence. Use the tabs across the bottom of the page to add sub-actions and targets, monitoring statements, target-specific CPD and external evidence and attachments.
Please Note: The Monitoring Tab is the main box for adding Target updates, as this will appear on the final review document. The Notes tab is a more informal note-based area, mainly used as a feedback loop between you and your reviewer. Any information in the Notes tab will not be displayed on your review document.
For more information on all the sections within a target and what their purpose is, please see this guide.
Any information you add within the review will appear on the Progress Report, not the Agreed Review, as this is a snapshot of what was agreed upon when the review was first made Active.
Updating Interim Reviews
You can add, edit and delete Interim Reviews throughout the year from the Interim Reviews tab within a PM review. To find out how to do this, please see the Interim Reviews guide.
Updating Evidence
You can add, edit and delete Evidence from the Other Evidence tab within the review at any time throughout the year.
Written Evidence
You can add Written Evidence at the top of the screen by simply typing your statement in the Written Evidence text box and then clicking Save.
To update Written Evidence at any point in the year, edit the existing text and click Save again.
The reviewer and reviewee can add and update evidence throughout the year, as long as the review is in an Active state.
Please note: This section will appear in Progress and End of Year reports if it contains text. If it's empty, this section will be skipped in the reports.
Other Evidence
To upload an evidence document as Other Evidence, click on the New Evidence button in the Other Evidence section of the review.
The following window will open:
You can drag and drop your files here or click Browse Your Computer and select your file(s) from there.
Once your file(s) has/have been selected, click the Upload Added Files button.
Your uploaded files will now show in the list of Other Evidence.
Please note: Your files will not be uploaded until you have clicked the UPLOAD ADDED FILES button.
To add a description to a document, click the Edit button, add your description and then click update. To remove a document, click the Bin icon and OK in the following confirmation pop-up.
Please note: Both reviewers and reviewees can update Evidence in this section throughout the year, as long as the review is in an Active state. This section will only be included in relevant Draft and End of Year reports if it has content.
Updating a Review as the Reviewee
Quick Steps
- From your dashboard, select the Reviews
- Click View
- Make updates using the tabs provided
- Save
Need More Detailed Help?
If you are the reviewee and wish to update the review, log in to Perspective and click the Reviews tab from your homepage.
This tab displays all your reviews and shows their current status. As long as your review is active, the View button will be available to you, so click this to open the review.
You can then open and update your targets and CPD from here by clicking the relevant section on the left-hand side.
Updating Targets
To update your targets, click on the target title to open it.
You are then taken within the target and can start to update it and add evidence. Use the tabs across the bottom of the page to add sub-actions and targets, monitoring statements, target-specific CPD and external evidence and attachments.
Please Note: The Monitoring Tab is the main box for adding Target updates, as this will appear on the final review document. The Notes tab is a more informal note-based area, mainly used as a feedback loop between you and your reviewer. Any information in the Notes tab will not be displayed on your review document.
For more information on all the sections within a target and what their purpose is, please see this guide.
Updating Interim Reviews
You can add, edit and delete Interim Reviews throughout the year from the Interim Reviews tab within an active PM review. To find out how to do this, please see the Interim Reviews guide.
Updating Professional Standards
The professional standards module allows you to update your available templates regularly, enabling you to see a trend of your assessment over time.
You should regularly update your standards templates, so your reviewer can view this data and build conversations around your performance.
For more information on updating professional standards forms, click here.
Updating CPD
To mark your CPD as complete, click on the CPD Needs tab within the review and find the CPD need you want to complete.
Then click on the relevant checkbox in the "Complete?" column. When clicking on the checkbox, the Edit CPD Need pop-up appears.
Within this pop-up, the Mark this CPD need as complete checkbox will be pre-ticked, and the Impact Statement is available for editing. Add your impact statement and the date the CPD was completed, then click Save & Update CPD Once saved, a checkmark will appear in the relevant checkbox in CPD Need view, indicating this has been achieved.
There is a second way to mark a CPD need as complete - clicking Edit on the relevant CPD need and then ticking the Mark CPD need as complete checkbox yourself, followed by following the steps outlined above.
To mark a CPD as incomplete, clicking on the checkbox containing a tick (i.e., marked as complete) will set the CPD need to incomplete - this is then indicated by the box being shown as empty in the CPD needs list.
Add a New CPD Need
To add a new CPD need, click New CPD Need - this will open the Add CPD Need section. Select a category, a term and an academic year, then add any detail you may want to add; when you are happy with the content, click Save & Add.
Please note: Both the reviewer and the reviewee can add, edit, complete and uncomplete CPD needs. However, the reviewee only has access to this functionality once the review is in an Active state.
Updating Evidence
To add or update evidence throughout the year, follow the steps outlined in the Updating Evidence section for reviewers further up in this help guide.