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 start the upversioning process through Document Change Control (DCC).
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).
Remember that all documents need owners. If a document owner leaves your organization, make sure to assign a new document owner.