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Start and Edit CTA in Review

Summary

The "Start" CTA in the Review section is used to begin completing a review. If the review is saved as a draft, the CTA will change to Edit. Even after completing the review, if the due date hasn't passed, the CTA will still be visible as Edit. Once the due date has passed, neither the Start nor Edit CTA will be visible.

In this article

  • Before you begin
  • Step 1: Using the Start CTA to Complete a Review
  • Step 2: Editing a Draft Review
  • Step 3: What Happens After the Due Date Passes
  • Frequently Asked Questions (FAQ)

Before you begin

  • You need an active Plumm account to access the Review section.
  • The Start and Edit CTAs are visible based on the status of your review (Draft or Pending).
  • If the due date has passed, the Start and Edit CTAs will no longer be available.

Step 1:  Using the Start CTA to Complete a Review

  1. Navigate to the Review section in Plumm.
  2. Find the review that you need to complete.
  3. If the review is not yet started, click on the Start CTA to begin the review process.
  4. Complete the review as required, adding feedback, scores, and any necessary comments.
  5. Once completed, submit the review or save it for later.

Step 2:  Editing a Draft Review

  1. If you have saved the review as a draft, the CTA will change to Edit.
  2. Click the Edit button to continue working on your draft review.
  3. Make any necessary updates, and then either save or submit the review.
  4. If you do not complete the review before the due date, the CTA will still be Edit until the due date arrives.

Step 3:  What Happens After the Due Date Passes

  1. Once the due date for the review has passed, the Start and Edit CTAs will no longer be visible.
  2. At this point, the review can no longer be started or edited.

Frequently Asked Questions (FAQ)

1. What happens if I haven't completed the review by the due date?

Once the due date has passed, neither the Start nor Edit CTAs will be visible, and you will no longer be able to make changes to the review.

2 . Can I still edit a draft review after the due date?

No, after the due date has passed, the Edit button will no longer be available for any drafts.

 

3. What if I need to edit a review after the due date?

Once the due date passes, you will need to contact your manager or system administrator if you require any changes to the review.

4. Can I submit a review after the due date has passed?

No, once the due date has passed, you cannot submit or edit the review. The review process will be locked.

5 . What happens if I save the review as a draft?

If you save a review as a draft, the CTA will change to Edit. You can continue editing the draft until the due date arrives. Once the due date passes, you will not be able to edit or submit the review.