Recurring reviews allow you to automate when review requests go out to each project team. This ensures the correct team members are engaged regularly and encouraged to leave performance reviews.
The automated review request system is designed to give you unmatched flexibility. You can set a different schedule based not only on the different teams and members, but also depending on whether the review is for a subcontractor, supplier, or designer.
For example: You can send 3 members of a safety team to receive review requests:
- every 30 days for any subcontractor on their job
- every 90 days for any supplier
- no automated requests for any designers working on their projects
Recurring requests can only be set up by Admin users.
To set up Recurring Reviews, navigate to the Settings Tab and click on the Teams section on the left navigation menu.
Once there, select the team from the drop down you would like to set automated recurring review requests for.
Scroll down to the bottom where you will be see Review Schedule By Vendor Type settings. Click on the Edit button, in the shape of a pencil, to edit the schedule for each individual type of vendor.
A screen will pop up allow you to set or clear the review schedule. The date you choose will be the 1st day a review request is sent out to all members assigned to this team.
💡Tip
Recurring requests will only be sent out on weekdays to increase the chance of responses from your team members.⭐️
