Periodic Review

The Periodic Review settings enable admins to configure key aspects of the document review process. Admins can specify the number of calendar days before the review due date when a document should be included for periodic review. They can also assign individual users or user groups as reviewers and define the time frame after which an effective document requires its next review. Additionally, admins can set the due date period for completing shared document edits.

To configure the periodic review settings, follow the steps below.

1. Click on the waffle icon and select the Settings module.
2. Select the Periodic Review option from the left-hand navigation pane.

   

3. Within the Periodic Review tab, configure the following settings by defining the number of days and users in their respective fields.
   1. Periodic Documents Review Start Period: This period is the number of calendar days before the periodic review due date when the document should be added for the periodic review. Click on the Up and Down arrows to define the number of days.
   2. Periodic Review Recipients: These users or the group of users will be responsible for reviewing documents in a periodic review process. Click the Select button to add the required groups and/or users.
   3. Default Next Review Period: This period is the number of calendar days after which the effective document requires the next review. Define the default next review period in days using the up and down arrows.
   4. Team Edit Default Next Review Period: This is the due date period to complete the shared document editing. The value mentioned in this field will be the default value when the document is checked out for team edit.
4. Click on the Save button once the Periodic Review settings are configured.

   

Note: Click on each settings tooltip to view the settings description.