As organizations change, so will their policies and procedures. Effective documents can be updated, or up-versioned at any time, but it is helpful to have a reminder for busy team members to periodically review their effective documents.
During document creation, the “Review Period” setting will be auto-populated based on the document’s template. It can be adjusted from "none" to 84 months on a document-by-document and revision-by-revision basis, and it is based on the date the document was made effective.
Quick Navigation:
Identify Documents for Periodic Review
Document owners will be prompted from their Dashboard of documents ready for Periodic Review starting 30 days from the due date.
Document owners receive notifications (in-app or via email, depending on their notification settings) of upcoming periodic reviews ten days before the due date. These updates will be combined with other noteworthy updates in the Weekly Digest email.
Quality Users can also use the Periodic Review Report to view documents in the library coming up for review in X number of days.
NOTE: Only Document Owners can complete periodic reviews. However, Quality Users can change ownership to themselves or someone else to complete the review.
Additionally, Quality Users can leverage Qualio Analytics to view upcoming, due, and past-due periodic reviews.
Complete a Periodic Review
Once you’ve identified and opened the document, and you are the document owner, start the periodic review process by clicking the Start periodic review button.
A prompt window will appear to ask if the document needs to be updated.
YES, the document needs to be updated.
Select the “Yes” option, and click the Create new draft button. You can then edit the new draft created like any other new document.
NO, the document does not need to be updated.
Selecting the “No” option will expand the dialogue box to capture additional information.
Comments are optional, but highly recommended to support your Document Change Control record.
Specify when the next periodic review will be due using the dropdown.
Adjust document approvers as needed, then click the Send for approval button.
The standard Document Approval Workflow will be initiated.
Cancel Periodic Review
You can cancel your pending periodic review by clicking on Stop periodic review button.
View Periodic Review Details
You can cancel review the details of a previously conducted Periodic Review by clicking the 'Details' button from the Audit Trail or Document page.
Audit Trail:
From the Document page:
Next Steps
If you’d like to learn more about the Periodic Review Report, click the button below.
You can also learn about the final step in the Document Lifecycle, retiring old and irrelevant documents, by clicking below.