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 Public Processes are also listed on the right side. Public Processes also need to be trained.
  3. Review completed Process Tool Copies in the Completed Folder:
  • The Completed Folder holds all of the Process Tool Copies the employee has saved. Process Tool Copies are saved by date and time and/or title.
  • To access the completed Process Tool Copies, click the button next to “completed:” or search for the completed item by using the magnifying glass.

Continue below for additional resources: