Add a Document Review

A Document Review record in the Management Review module (not to be confused with the review of a document during a document approval process within the documents module) is used to complete a review of the document usually at a set frequency e.g. annually.  It can be automatically scheduled or manually created for a new review at any time.

The Document Review can be accessed through Management > Management Review > Add Review > Document Review.

The document review record can automatically open by enabling the periodic review scheduler for the document in the document module.

1. Completing a Document Review

1. Creating a Document Review
  1. The date of the review.
  2. If it is a scheduled review the name of the document will appear automatically. If you are manually creating a new review you will have to select the right document from the drop-down menu.
  3. Select the reason why the document is being reviewed.
  4. Set the next review date for the document (the review scheduler for the document in the documents module will update automatically).
  5. Enter the name of the person who completed the review of the document.
  6. Answer the items in the checklist. New lines can be added if you need to use a checklist as the basis for your document review.
  7. The Replace button appears here automatically if the review record generated automatically from a document scheduler. If you add a review record manually the replace button will only be visible if you click the Save button.

2. Modifying a Document in the Document Review

2. Modifying a document in the Document Review

The document being reviewed can be replaced with an updated version directly from the Document Review screen.

Clicking Replace will allow you to source an alternative document directly from the PC you are currently using. However, you will still need to follow the approval workflow in the Documents module in the Master Data centre.

3. Completing the Document Review

3. Completing the Document Review

If a document review record is saved it will remain open. The review will only be considered complete when it is filled out and the user clicks Save & Submit. 

When the document review is open and awaiting completion it can be accessed through the Actions tab in Management > Management Review > Actions. 

When the document review is finalized, click Save and Submit and the completed record will be entered into the system.