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How to Schedule a Review Cycle (Beta)

A guide for Admin permissions on creating review cycles.

Alexandros Tofarides avatar
Written by Alexandros Tofarides
Updated this week

Note: Only Admins and Super Admins are able to create and run reviews in Charlie.

Before you set up a review cycle you need to know:

  1. The template that you want to use in the review

  2. Who will be reviewed?

  3. Who will be the reviewers?


To set up a review cycle:

Setting up a new review cycle on Charlie is very straight-forward.

To begin:

  • From your homepage navigate to the "Reviews" section under "Grow"

  • Then, Navigate to the "Templates" section and select the template you wish to use. This can be a default or a Custom template you have put together

  • You can then start going through the review creation steps

  • Once you have gone through the steps would can schedule your review cycle and make any edits to the participants, as well as the launch email.

Before scheduling the review cycle:

  • ensure that the dates you have set are correct

  • Ensure that the review cycle title is correct and up to date

  • Ensure there are no reviewers missing,

  • If you will be collecting peer feedback, ensure that you have added the peers (this can also be amended or added after the cycle has gone live)

Once you have created and scheduled the review cycle you can expect an email invitation to arrive on the scheduled date you have set.

And just like that you are all done.

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