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1. Select a user from the Management Review tab on the Dashboard.
   
2. Choose the process you want to review from the list of processes the user is accountable for.
   Note: In Management Review, the Completed Public
   Processes can also be reviewed. Click the default list-icon if processes haven’t been moved into groups. See Organizing Process in a Control Panel inside of Management Review If the processes have been moved into groups select a group and the process will appear. Or click Collapse/Expand to open all Groups.

   

3. Review completed Processes and Tools in the Saved Folder:

• • The Saved Folder holds all of the Saved Process Tools (work plans, checklists, etc. Select the Process to review and click the Saved icon
    
  • Saved Processes can also be found by Running a Report (see running a report)
  • If  Processes have been assigned and/or completed you can also see them in the Assignments section
    

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Continue below for additional resources:

• What is Management Review
• Training an Employee in Management Review
• Marking a Process Tool as Trained
• Organizing Processes in the Control Panel