How do I merge a review?

If a member of staff has more than one review in place, such as a System Review and an Academic Year Review, you can merge these into a single review. This helps keep CPD courses and other review information together in the correct review period.

Open the Staff Summary

Navigate to the relevant member of staff's portfolio and open Staff Summary.

Select Merge Reviews

Within Staff Summary, locate and select Merge Reviews.

Select the Reviews to Merge

Choose the reviews you want to merge, ensuring you select the correct review periods, such as the System Review and Academic Year 2026/27 review. Note that this will only appear if two reviews are open in the same period.

Complete the Merge

Follow the on-screen instructions to complete the merge.

Once completed, check the staff member's account to ensure their review information is displayed under the correct review period.

Please note: Before merging reviews, check that you have selected the correct review periods to ensure the staff member's information is consolidated as intended.