How to Close a Review Phase in Performance+

Overview:

Admins can now close a Review Phase manually, at any time, ending all active review activity and locking goal data in place for reporting. When a phase ends — whether you close it manually, it hits its end date, or a timeline gets edited — the system takes a snapshot of all goal and review data at that moment. This keeps your historical reporting accurate and consistent, even if goals change later.

TABLE OF CONTENTS

• How to Close a Review Phase
  • A. Manual Closure
  • B. Automatic End Date
  • C. Editing the Timeline
• What Happens When a Review Phase Closes
• What Happens When a Review Phase Is Extended
• Important Notes

How to Close a Review Phase

There are three ways a Review Phase can close:

A. Manual Closure

When the "Close Phase" Button Appears
You'll only see the Close Phase button when the phase is In Progress and every sub-review phase has started (none are still Scheduled). 

If a sub-review phase hasn't started yet, you won't be able to close the phase manually.

1. Go to Performance+ > Review Cycle > [Review Phase] and click Close Phase.
   
   

2. Confirm the closure. The phase end date/time updates to the current timestamp, the status changes to Closed, and you'll see a confirmation message: "Review phase is now closed."
   • Once closed, the Close Phase button disappears — but you can still view data and export reports from the Actions dropdown.

B. Automatic End Date

• If the phase was set up with an automatic closure date, it closes on its own at 23:59 SGT on that date. You can still close it earlier using Close Phase if needed.

C. Editing the Timeline

• If you edit the phase timeline to an earlier or different end date, the phase will close as soon as that new date has passed.

What Happens When a Review Phase Closes

• When a Review Phase ends, the system takes a single snapshot that locks in:
  • Goals and sub-goals
  • Progress and metrics
  • Weightage
  • Goal history and progress data
  • Review responses
  • All goal-related data tied to the review

• Once this snapshot is taken, nothing else affects the closed phase — even if the Goal Phase is reopened or goals are edited afterward, the snapshot stays put as the official record.
  
  

What Happens When a Review Phase Is Extended

Important Notes

• A Review Phase can only be closed manually once every sub-review phase has started.
• Closing a phase is immediate — the end date/time is set to the moment you confirm.
• Reports and data exports remain accessible after closure via the Actions dropdown.
• Extending a phase for everyone resets the snapshot; extending it for a single participant does not.

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