How do I edit or delete a review

Plan requirement

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Reviews can be corrected, and correcting one openly is better than deleting it quietly. Anyone who may edit may also delete, so the norm is the safeguard.

Edit one

  1. Open the review and click the options menu.
  2. Click Edit.
  3. Change the scores or the comment, and say in the comment what you changed and why.
  4. Click Save.

Deleting is the same menu: Delete, then Delete review, then Save.

Who can do it

Reviewers and Leads Only their own reviews
Managers All reviews within their workspace
Admins and Account Managers All reviews across all workspaces

Anyone with permission to edit can also delete, and there is no separate right for the two. That is precisely why the norm below matters: nothing in the product distinguishes a correction from a disappearance.

One exception sits outside that table: anybody can delete their own self-review, whatever their role. This matters if you encourage self-review, because those are the reviews most likely to be removed after the fact.

When to edit

  • You misread the conversation.
  • An agent explained context you did not have.
  • A dispute was upheld.
  • You scored the wrong category.

Say that you changed it

An agent who saw the first version and finds a different one without explanation will assume the worst. One line saying what changed turns a correction into evidence that the process works.

Being corrected is normal

Reviewers misread conversations. A programme where reviews are never revised is not one where reviewers are always right; it is one where agents have stopped disputing.

Deleting

Possible, and it should be rare: a review of the wrong conversation, or of the wrong person. For an incorrect score, edit rather than delete, so the record shows what happened.

The wrong person is the case worth pausing on, because the agent has a route of their own: a wrong-reviewee dispute, which is a separate kind from disagreeing with the content. Let that run before deleting. It puts the correction in the reviewer's hands and leaves a record of why the review moved.

It affects the numbers

Editing or deleting changes the averages for that period. Small effect, and visible if somebody is looking at a figure you just corrected.

Watch how often it happens

Frequent corrections on one reviewer's work points at calibration. Frequent corrections on one category points at the scorecard.

See also

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