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Template Setting: Document Review Interval

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

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

In the Document Review Interval list, do one of the following:

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 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 document owner will select when using this template for a new document.

Click No Review Date.

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