Review a process

Process Owners and Process Experts are responsible for reviewing documents according to the set review periods.

The default review period is set in the site configuration, but can be edited for a process from the Edit > Summary > Review Due field if the Enable explicit process reviews (Default: On) setting is enabled. The next review date is calculated using the set review period, which is counted from the date of the last review. The review history can also be viewed in the process Map > Process attributes > Change Log.

Set or change the default review period

  1. Go to Admin > Configure > Dashboard > Default process review frequency (Months).
  2. Click edit, type the required value and then click save.

Reviews for processes you own are shown on your dashboard.

Feedback

Process feedback is different from review.

See Process feedback for more information on how your process users can provide feedback.