Schedule Periodic Reviews
For documents that require annual reviews (for example, standard operating procedures), you can assign reviewers and deadline dates. A corresponding navigation view shows all of the scheduled documents for easy selection. This feature is available in the Masters and Documentation scopes.
To schedule a document for review:
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Select the document that you want to schedule.
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On the Periodic Review property page, click Edit.
The properties become editable.
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Click options or type values using the descriptions in the following table.
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Click OK.
Periodic review properties
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Periodic review deadline
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Click the field to show a date picker and click the date by which the review should be completed.
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Review to be performed by
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Pick the person to perform the review.
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To list the documents that are scheduled for review:
Note:
To perform this task, you must be the person assigned in Review to be performed by and the date in Periodic review deadline must be within the next 31 days or past.
To log a review as completed:
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Select the document that you have already reviewed.
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On the Periodic Review property page, click Edit.
The properties become editable.
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Click Periodic Review Completed.
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Click OK.
The document log is updated and the date in Periodic review deadline is set 12 months ahead.
Schedule a Document for Review