Use the reviews dashboard

The Reviews dashboard lists every review schedule you created. Use it to switch schedules on or off, open their settings and follow them.

Before you begin

• Your Rencore role includes the Read Review permission. Owner, Admin, Contributor and Reader have it. Switching, editing, triggering, exporting or deleting a schedule needs the matching Review permission, which Owner, Admin and Contributor have. See Rencore roles.
• Reviews are part of the Premium and Enterprise Plans.

Steps

1. Select Reviews in the navigation panel.

   

2. Use the search bar to filter the schedules by title or description. Click Columns to show or hide grid columns.

3. Do one of the tasks below.

Switch a review schedule on or off

1. Click the Active toggle in the row of the schedule.
2. Read what will happen in the confirmation dialog, then confirm.

For scheduled reviews:

• Switching on activates the schedule. The next cycle starts on the scheduled date.
• Switching off disables the schedule. No new cycles are created, but an ongoing cycle continues to its due date.

For manual reviews:

• Switching on starts a new cycle at once. Data aggregation begins and reviewers are notified.
• The toggle cannot be used while a cycle is running.
• The schedule disables itself when the cycle finishes or is canceled.

Edit, clone, trigger, export or delete one schedule

1. Hover over the row and click the ellipsis menu.

   

2. Choose the action (see the table below).

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

Delete or export several schedules

1. Select the rows with the checkboxes. Use Select all to extend the selection across all pages.
2. Click Delete (confirmation required) or Export.

Add a review schedule

1. Click Add Review in the top right. The Review Builder opens. See Create a review.

   

What you see

Each row is one review schedule:

Column	Description
Active	Toggle switch to turn the schedule on or off
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".

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