1. The date of the PRP review.
2. The reason for the review.
3. The person who chaired the meeting.
4. The person was 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 who were in attendance (their position will automatically appear).
9. Select the employees who should have been in attendance but could not attend.

1. Enter an executive summary report.
2. A default list of agenda items is 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.

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 Action & Improvement Report' state until the action for improvement has been taken. At which point;

4. Report the progress that occurred as a result of the action.
5. Select the person who completed the action (This may or may not be the 'responsible person').
6. Select the date when the action was completed.