The PRP Review can be accessed through Management > Management Review > Add Review > PRP Review > Add the PRP program of your choice from the drop down menu.

1. Enter PRP Review Details

Enter PRP Review Details
  1. The date of the PRP review.
  2. The reason for the review.
  3. The person who chaired the meeting.
  4. Person responsible for taking the minutes
  5. Enter the scope of the PRP review.
  6. Include any relevant notes at this stage.
  7. Any documents that may be required during the PRP review.
  8. Select the employees which were in attendance (their position will automatically appear).
  9. Select the employees which should have been in attendance but could not attend.

2. Enter PRP Review Report

Enter PRP Review Report
  1. Enter an executive summary report.
  2. A default list of Agenda Items will are generated when the record is created. However you can add, remove and change this default list as you wish.
  3. For each agenda item select whether it has been reviewed as part of this PRP review.
  4. You can enter a report for each agenda item.

3. Define any Actions & Opportunities for Improvement

Define any Actions & Opportunities for Improvement

The action & improvement report section allows you to define certain actions to be conducted following the PRP review. At a minimum you should;

  1. Enter the action required.
  2. Select the person responsible for carrying out that action.
  3. And the deadline by which the action should be conducted.

The file can now be saved. However, it enters into an ‘open – awaiting & improvement report’ state until the action for improvement has been taken. At which point;

  1. Report the progress that occurred as a result of the action.
  2. Select the person who completed the action. (This may or may not be the ‘responsible person’).
  3. Select the date when the action was completed.