When a document reaches its Periodic Review Date, a task is sent to the Document Owner for review.
Click the Document Periodic Review task.
Review the contents of the document to determine if it should remain effective, if changes are needed, or if it should be made obsolete. Click Complete to complete the task.
Select a Verdict and click Complete.
Keep Effective - Select this verdict if the document should remain effective. No further follow-up actions are required.
Needs Revision - Select this verdict if the document needs revision and provide a reason. The next step as the document owner is to send the document back to Draft to start the upversioning process and then start the Document Change Control (DCC).
Note If you select this verdict, you should start the revision process promptly. A flash report will be sent weekly if you determined that a document should be revised during a periodic review, but have not yet completed the process.Make Obsolete - Select this verdict if the document should be made obsolete and provide a reason. The next step as the document owner is to start the obsolescence process through Document Change Control (DCC).
Note If you select this verdict, you should start the obsolescence process promptly. A flash report will be sent weekly if you determined that a document should be obsoleted during a periodic review, but have not yet completed the process.
Remember that all documents need owners. If a document owner leaves your organization, make sure to assign a new document owner.