Once a page is completed and all items have green ticks, a conclusion box appears at the bottom of the page:
- The default conclusion is a suggestion only – it may be edited, deleted or replaced simply by adding or removing text:
- Like a comment box, paragraphs breaks may be added using shift+enter
- Once concluded, the date of conclusion and identity of the user concluding the page is added
- A dropdown box (green arrow in screenshot bellow) appears at the end of the conclusion allowing for extra items to be added:
- Once concluded a page is locked, so to edit a page for some reason it must first be unconcluded – the first option in the dropdown
- The page may also be marked as reviewed (also accomplished by clicking the red tick) – only a user with partner or manager status has this option
- In addition, comments, follow up items and review notes may be added without unconcluding the page - used where the user or reviewer wishes to add something that does not require the page to be unconcluded but just to add a note such as training instructions
- When a page is unconcluded then reconcluded these details are recorded to provide a history of the page – explaining to a reviewer perhaps that a planning section was concluded earlier then revisited at a later date
- On the index page, a concluded page is indicated by a green line