Step 8: Reviews

A Support Plan participant with edit access can:

• Add a new review by clicking on '+ Add New Review' button
• Edit an existing review by clicking on the row of the review they want to edit
• Delete a review by selecting the check box on the row of the review they want to delete and clicking on the 'Delete' button

Add a Review

When the Support Plan participant clicks on the '+ Add New Review' button, a pop up will appear asking them to complete:

• Participant responsible for the Review
• The Target Date of the Review

Once a review is added, it will appear in the list of Reviews table.

Edit a Review

When completing a review, the Reason, Goals and Expected outcomes of the Support Plan are automatically completed for you.

A Support Plan Participant with edit access can click on the row of the scheduled review and edit the following:

• Review date
• Goal Reviews:
  • Achievement Level of each Goal by selecting from a drop down list
  • Participant Comments regarding each Goal
  • Client Comments regarding each Goal
• Summary and Recommendations
• Person responsible for the Review
• Final Decision by selecting from a drop down list
• Approvals
  • Participant approval date
  • Client approval date

Completing Achievement Level, Participant & Client Comments section

Completing the Overall Assessment Section