Managing review frequencies

Review frequencies are associated with documents to identify how often the documents are reviewed. You can set up any number of review frequencies. For example, an organization may have Annual, Bi-Annual, and Every 5 Years reviews. All documents must have a review frequency which automatically triggers the next review for the document.

Add a review frequency

1. From the left menu, select Administration then Review Frequencies.

2. Select the Review Frequencies button to add a review frequency.

   1. Enter a Name for the review frequency and add a Description.

   2. In Repeats, select how often the document will be reviewed (for example, daily, weekly, monthly, or annually).

   3. In Review Frequency Schedule, select how often the review repeats and the end date (such as never, after several occurrences, or on a date). The available process frequencies are configured. See Configuring categories, values, and attributes

3. Select Save.

Manage a review frequency

1. From the left menu, select Administration then Review Frequencies. If Active is selected, the review frequency is available for selection.

2. Select any of the following:

   Edit to update the information.

   Clone to make a copy of a review frequency.

   Delete to remove the review frequency.
   

   Caution - On deletion

   If you delete the review frequency, documents that are using the review cycle frequency may error out on loading.