Doc Summary 
How to record a review of a document, and add actions for any changes it needs.
Applies to: document owners and users with a Document Management role that can edit records · Module: Document Management
Review Purposes #
Every review has a Review Purpose, which states the outcome of the review. Admins manage the list in Review Purpose under Document Management in the menu. A typical list is Annual Review, Changes Required and No Changes Required. Your organisation can add automation to a purpose, for example moving the document’s review date forward when a review is added.
Adding a Review #
- Open the document from Document Management and click the Reviews & Actions tab.
- Click Add Reviews.
- Enter the Review Details and select the Review Purpose.
Adding an Action #
- If the review needs work doing, click Add Actions inside the review.
- Enter the Action Details, choose the Assignees and set a Due Date.
- Click Save (or the pencil icon to Save and edit). Reviewed By and Date Added are filled in, and the action keeps its Original Due Date even if the due date changes later.
Assignees can post progress with Add Action Progress Update and tick Implemented when the work is done. Actions also appear in the Actions module, and reminder emails can be set up for due dates.
