Esper’s Retrospective Review module provides agencies with the ability to collaborate on the review of its rules and to make a determination on the rules.
Create a Retrospective Review Project
Users are able to create a Retrospective Review project according to their roles. To create a Retrospective Review:
- From the Workspace, in the left-hand side bar click on Retrospective Review under your department name.
- Select Create Project in the top right
- If no default department is entered, select your department from the Department dropdown menu
- Select a workflow from the Workflow dropdown
- Select a completion milestone date from the Workflow type dropdown
- Select Chapter by scrolling through the list of options. Chapters are listed numerically.
- Add the name of the chapter’s project to the name field
- Note: this will default to the chapter name
- Add a description of the retrospective review. You can update the description later.
- Select Target Deadline date from the calendar
- Continue with the default date entered or enter the appropriate date based on your goals
- Click Create