Qualio allows you to manage the periodic review on the documents in your account in a simple and efficient manner.
How to check what documents need to be reviewed
Quality users can check what documents need to be reviewed up to 180 days in advance by going to: Reports > Periodic Review.
If the review of a document is overdue, you’ll see a warning below the next review date
The documents are sorted by upcoming review.
Additionally, Quality users can see which documents are due for review in the next 30 days at
Workspace > All documents > For periodic review.
The owners of documents that are due for review in the next 30 days will see their documents in the Dashboard (as shown below) and in Workspace > Your documents > For review.
Do periodic reviews apply to retired documents?
No. Periodic reviews will not apply for retired documents.
For instructions on how to complete a periodic review please see: