Default Document Properties: Review Interval

Documents and questionnaires usually require periodic reviews and updates. What you enter here will be the default review interval for all new templates.

Note: An administrator can change the default review interval for a template in the Properties Wizard.

  1. In the Review Interval Months box, type a number of months between reviews.

Note: PolicyTech starts counting months when a document is approved.

  1. In the Months to warn before document is due for review box, type a number of months before the review interval due date that you want document owners notified that a review is approaching.