Review Interval

When a review interval is set, the document or questionnaire will come due for review after the specified interval has passed. The document owner receives an email and a PolicyTech task as the review date approaches (see Warning Period for details on when the document owner receives notification). The default review interval setting is whatever the template creator selected.

To change the default setting, do one of the following:

Click Every [number] months from [selected event or specified date], and then type a number of months. For from, select one of the following:

approve/last reviewed date: Sets the review date the number of specified months after version 1 of the document/questionnaire is approved and after the previous review date for all subsequent versions.
specified date: Sets the review date the number of specified months after the specified date. After clicking specified date, click , and then click a date.

At this point, the Force next review on [date] option appears. By default, PolicyTech uses Smart Scheduling to determine the next review date when a document/questionnaire is approved. If a document/questionnaire is approved within the warning period for the currently selected review interval, Smart Scheduling equates the approval to a completed review and postpones the next review for another review interval. Select Force next review on [date] to override Smart Scheduling and leave the next review due date as it is.

Click No Review Date only if you do not want a reminder and a task sent to the document owner. The document owner will then need to use some other means to track when the document/questionnaire needs reviewing.

Click anywhere outside the Review Interval menu to close it.