Tips & Best Practices

For Reviewers

Complete reviews in one session when possible. In-progress reviews are visible to managers and may prompt follow-up if left open.
Take photos for every flagged item — visual evidence makes action items easier to resolve and faster to approve.
Add notes to borderline questions so the context is clear when viewing the completed review later.
Sync before going offline — on mobile, open your assigned reviews while you still have connectivity so they load for offline use.

Check your Action Center daily — unresolved action items that pass their due date are flagged as overdue.
Use the Company Overview drill-down to quickly identify underperforming locations before doing deeper analysis.
Approve action items promptly — locations that complete corrections need timely approval to close the loop and keep scores accurate.
Set notification preferences so you are alerted when key reviews are completed without needing to log in to check manually.

Keep your user list current — deactivate accounts when employees leave to maintain data integrity and prevent unauthorized access.
Use Report Tags consistently — the value of cross-template reporting depends on tags being applied uniformly across all templates.
Set up recurring reviews for any evaluation that happens on a regular schedule — this ensures nothing is missed and creates an automatic audit trail.
Train new reviewers using completed reviews — the detail view is a great reference for what good documentation looks like.