Review Interval

When a review interval is set, the content item will come due for review after the specified interval has passed. The owner receives an email and a PolicyTech task as the review date approaches (see Warning Period for details). 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 content item 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 select 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 content item is approved. If it 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 this behavior and retain the original next review due date.

Click No Review Date only if you do not want a reminder and a task sent to the owner, who will then need to use some other means to track when the content item needs reviewing.

Click anywhere outside the Review Interval menu to close it.