Template Setting: Review Interval

When a review interval is set, any document or questionnaire created from this template will come due for review after the specified interval has past. The owner receives an email and PolicyTech task as the review date approaches (see the Warning Period topic for details on when the owner receives notification).

Note: To change the default review interval for all new templates, ssee Default Document Properties.

1. For Review Interval, do one of the following:

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• Click Every [number] months from [selected event or specified date], and then change the number of months. Click the last box, and then click one of the following:

• approve/last reviewed date: Sets the review date the number of specified months after the document or questionnaire is approved for version 1 and after the previous review date for all subsequent versions.
• specified date: Sets the review date the number of specified months after a specified date, which the owner will select when using this template for a new document or questionnaire.

• Click No Review Date.

2. Click anywhere outside the Review Interval menu to close it.

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