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Closing overdue reviews

Written by Laura Bennett

Closing overdue reviews

Manually

Information: Closing reviews using this tool will move the reviews to the final stage of the workflow they're using. This allows you to close multiple reviews in one go that may be using different workflows. Draft comments will remain in draft when reviews are closed so they will be hidden, please ask reviewees and reviewers to share their responses before closing reviews in bulk.

To close reviews, click on the Administration Centre and then select the Reviews tab.

Click on the 'Filter' button to narrow down your reviews, if needed.

Click 'Bulk actions' and then 'Close reviews'.

Confirm how many reviews you're closing and click 'Save changes'.

Automatically

To automate closing overdue reviews, you can set up an auto-close rule in Configuration > Select the 'Reviews & Check-ins' tab and click into the 'Admin' drop down tab. Find the 'Automatically close reviews X days after the due date' and adjust the number to your preferred period.

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