Recurring peer review scheduling

Purpose

1.1. Ensure systematic, unbiased quality assessments of caregiving staff and environments at scheduled intervals as mandated by regulatory bodies and internal policy.
1.2. Foster continuous improvement and accountability by enabling recurring, structured peer reviews with automated scheduling, notification, scoring, and reporting.
1.3. Reduce administrative overhead and human error in scheduling, assigning, tracking, and documenting peer reviews for adult foster care staff and operations.
1.4. Standardize feedback accumulation and analysis for compliance audits, licensing, and ongoing quality improvement.

Trigger Conditions

2.1. Scheduled time interval (e.g., every month/quarter).
2.2. Completion of prior peer review cycle.
2.3. Onboarding of new staff members requiring baseline review.
2.4. Ad-hoc triggers: incident reports or quality concerns.
2.5. Policy updates requiring reassessment.

Platform Variants

3.1. Microsoft Outlook Calendar
• Feature: Recurring event creation API
• Setting: Create calendar event for peer review assignments; invitees = review pairs
• Sample: Use Graph API `/me/events` with recurrence rules

3.2. Google Calendar
• Feature: Events insert, recurrence field
• Setting: Automate invitation and reminders via Calendar API
• Sample: Use `events.insert` method with recurrence `"RRULE:FREQ=MONTHLY"`

3.3. Slack
• Feature: Scheduled reminders
• Setting: Use Slack API `reminders.add` for recurring notifications
• Sample: Schedule `"Peer review this week!"` for assigned channels

3.4. Twilio SMS
• Feature: Scheduled SMS API
• Setting: Send SMS notifications to reviewers and reviewees
• Sample: Use Messaging API with scheduled sends

3.5. Microsoft Teams
• Feature: Scheduled message/meeting API
• Setting: Automate adding recurring peer review meetings
• Sample: Graph API `schedule/sendActivityNotification`

3.6. Google Sheets
• Feature: Automated row creation API
• Setting: Append review assignment, results, and status with Apps Script triggers
• Sample: `spreadsheets.values.append`

3.7. Asana
• Feature: Recurring task generator
• Setting: Use API to generate and assign tasks for each review cycle
• Sample: `/tasks` endpoint, `recurrence`: `"monthly"`

3.8. Trello
• Feature: Card creation via API
• Setting: Automate recurring "Peer Review" cards with due dates
• Sample: `POST /cards`, use Power-Up for recurrence

3.9. Monday.com
• Feature: Item creation API, recurring automations
• Setting: Create review board items & automate re-creation
• Sample: API `create_item`, automation rules builder

3.10. ClickUp
• Feature: Recurring tasks
• Setting: Set peer review tasks with cycle schedule through API
• Sample: `POST /task`, set `recurring` property

3.11. Jira
• Feature: Scheduled ticket creation
• Setting: Automate recurring QA tickets for each peer review
• Sample: `POST /rest/api/3/issue`, set due date & labels

3.12. Salesforce
• Feature: Task and calendar automation
• Setting: Flow builder with recurring review tasks
• Sample: Use Process Builder/API to enforce recurrence

3.13. HubSpot
• Feature: Task workflows
• Setting: Create recurring tasks/notifications via workflows API
• Sample: Use `/crm/v3/objects/tasks` with `recurrence` property

3.14. Zendesk
• Feature: Scheduling triggers
• Setting: Automate review reminders and follow-ups as tickets
• Sample: Triggers + tickets API for cyclical assignment

3.15. Mailgun
• Feature: Scheduled email sends
• Setting: Automated recurring review invitations
• Sample: Use `/messages` endpoint with delivery time

3.16. Zoom
• Feature: Recurring meetings API
• Setting: Schedule recurring review meetings
• Sample: `/users/{userId}/meetings` with `"type": 8` (recurring)

3.17. DocuSign
• Feature: Envelope templates, bulk send
• Setting: Send recurring peer review templates for digital signoff
• Sample: Use Bulk Send API with scheduled logic

3.18. Airtable
• Feature: Scheduled automation
• Setting: Automation script to add, assign, and track reviews
• Sample: Automations panel, schedule trigger

3.19. Smartsheet
• Feature: Automated workflows
• Setting: Create recurring rows & update status with workflow automations
• Sample: Automated workflows menu

3.20. Notion
• Feature: Recurring task database
• Setting: Automated task creation via third-party integrations/API
• Sample: Add recurring entries using Notion API or automation tool

Benefits

4.1. Eliminates manual scheduling and follow-up.
4.2. Reduces missed or overdue peer reviews.
4.3. Centralizes records for audit/compliance.
4.4. Ensures consistent review intervals and scope.
4.5. Frees management time for data analysis and coaching, not coordination.