Review Dashboard

The Reviews dashboard is your central hub for managing all review schedules. It shows every review you’ve created, lets you enable or disable them, and provides quick access to configuration and monitoring.

Navigation: Open the User Portal and select Reviews from the sidebar.

The review schedule list

The page shows a data grid with all your review schedules. Each row represents one review schedule and shows:

Column	Description
Active	Toggle switch to enable or disable the schedule
Service	Service type icon (Teams, SharePoint, etc.)
Title	Schedule name (click to open the schedule detail page). Description shown as a subtitle.
Type	Manual or Schedule
Frequency	How often the review runs (e.g., "Monthly", "Every 3 months") or "Manual".

Use the search bar to filter by title or description.

Click Columns to show or hide grid columns.

Enabling and disabling reviews

Use the Active toggle in the grid to control whether a review schedule is running.

For scheduled reviews:

• Toggling on enables the schedule. The next cycle will start on the scheduled date.
• Toggling off disables the schedule. No new cycles are created, but any ongoing cycle continues to its due date.

For manual reviews:

• Toggling on immediately starts a new cycle - data aggregation begins, and reviewers are notified.
• The toggle is disabled (non-interactive) while a cycle is actively running.
• The schedule auto-disables when the cycle finishes or is canceled.

A confirmation dialog appears before each toggle change, explaining what will happen.

Row actions

Hover over a row and click the ellipsis menu to access actions:

Action	Description	Availability
Edit Review	Open the review schedule in the builder to change its configuration	Always
Clone Review	Create a copy of the schedule as a new draft in the builder	Always
Trigger Review	Start a new cycle immediately	Manual reviews only (when no cycle is active)
Export Review	Export the schedule configuration	Always
Delete Review	Permanently delete the schedule (confirmation required)	Always

Bulk actions

Select multiple rows using the checkboxes to perform bulk actions:

• Delete - Delete all selected schedules (confirmation required)
• Export - Export selected schedules
• Select all - Extend selection across all pages

Creating a new review

Click the Add Review button in the top-right corner to open the review schedule builder. See the Creating a review section for the full walkthrough.

Empty state

If you haven’t created any reviews yet, the page shows an onboarding panel with guidance on getting started and an Add Review button.