Review a document

Document owners A user responsible for reviewing documents according to the set review periods. 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 any document from the Documents page. The next review date is calculated using the set review period, counted from the date of the last review. The review history can also be viewed in the edit panel on the Documents page.

Set or change the default review period

  • Go to Admin > Configure > Dashboard > Default document review frequency.
  • Click edit, type the required value and then click save.

Reviews for documents you own are shown on your dashboard.

Do the following to view review details.

  • On the main navigation bar, click My Dashboard > My Reviews.

The notification status is red when the due date has been reached or passed, and yellow when review is due within 10% of the review period. For example: when the review period is set to 6 months, the process or document status will turn orange 18 days before the review is due.

Do one of the following to address document review items.

  • Click Edit to replace the document with a new version.
  • Select the Reviewed check box to mark the document review as completed.

Note: The next review due date for the document is calculated as the last reviewed date + the review frequency months (this is the frequency specified on the document, or if no review schedule is specified then this is the global default review schedule specified at Admin > Configuration > Dashboard ). If an upload is marked as 'reviewed' then this will mark the document as reviewed.