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:

1. Select the document that you want to schedule.
2. On the Periodic Review property page, click Edit. The properties become editable.
3. Click options or type values using the descriptions in the following table.
4. Click OK to save your changes.

Periodic review properties

Property	Description
Periodic review deadline	Click the field to show a date picker and click the date by which the review should be completed.
Review to be performed by	Pick the person to perform the review.

To list the documents that are scheduled for review:

• Open the Documents up for periodic review view as described in Select a Navigation View.

To log a review as completed:

1. Select the document that you have already reviewed.
2. On the Periodic Review property page, click Edit. The properties become editable.
3. Click Periodic Review Completed.
4. Click OK to save your changes. The document log is updated and the date in Periodic review deadline is set 12 months ahead.