You are here:

Report: Documents Due for Periodic Review

Description

Shows the status of all tasks for documents or questionnaires that are due for periodic review. You can choose to include only those tasks that are incomplete, overdue, or completed.

Available to users with the following roles or permissions:

Document Owner, Proxy Author, Administrator, Report Manager

How to Generate

Click Reports.
Click Tasks by Document, and then click Documents Due for Periodic Review.

Select documents or questionnaires to include in the report (see Selecting Documents for help), and then click OK.

Initial options available for this report are displayed on the left. Notice that the number of currently selected documents or questionnaires is displayed after the Documents option, which you can click anytime to change your document/questionnaire selection.

Note: If you change your document/questionnaire selection after clicking View Report, click View Report again to refresh the report contents.

(Optional) Click Arrangement and do any of the following:

To change the default report columns, click Show/Hide Columns, and then click to clear a check box.

By default, the document/questionnaire sort order in the report is ascending by title. To change what the documents/questionnaires are sorted by, click a different column heading. Click the same column heading again to reverse the sort order.

(Optional) Click Detail Options, and then select any of the following:

Include Document Details: Shows the tasks associated with each document or questionnaire in the report.

With Include Document Details selected, you have the option to limit the documents or questionnaires included in the report to only those with tasks assigned to specific users. Click Custom Selection, and then select users in the same way as you would for a user-based report (see Selecting Users for help).

Include Graphs: Adds a graph to the report's Summary area. The graph shows the number of days that tasks for the selected documents have been waiting for completion.

Click Task Options, and then click Only Overdue Tasks or Overdue & Upcoming Tasks.

(Optional) Click Output Format, and then click Standard or Microsoft Excel Raw.

(Optional) To save the current document/questionnaire selections and option settings for future use, click , type a name and description, click Save and Close, and then click OK.

Note: To access a saved report, click Reports, and then click My Saved Reports.

(Optional and conditional) Depending on your assigned permissions and email setup, after saving this report you may be able to schedule the summary portion of this report to be automatically generated and emailed to you by clicking (see Emailing a Report from a Saved Setup for help).

Click View Report..

If you chose the Standard output format, the report opens in the viewing pane to the right where you can view the report, search within it, send it to another PolicyTech user, print all or part of it, and save it to disk in several different formats (see Working with a Finished Legacy Report for details). If the report contains links, click a document or questionnaire link to open that document/questionnaire in PolicyTech or click a user name to open another report specific to that user.

If you selected Microsoft Excel Raw, follow the prompts to download and open the Excel file.