Send a Curriculum for Periodic Review

To help you ensure your curricula are up to date, Vault automatically sends annual Periodic Review to Training Admins for each Ready for Use curriculum. A Training Admin can accept the available task and complete the review. When you mark a curriculum as Ready for Use, Vault sets its Next Periodic Review Date to one (1) year from today and sets its Start Periodic Review Date to 90 days before the Next Periodic Review Date. Vault automatically sends the Periodic Review task to Training Admins on the Start Periodic Review Date.

If you want a Periodic Review task to be available to Training Admins before the Start Periodic Review Date, you can manually send a curriculum for periodic review.

To manually send a curriculum for periodic review:

1. Navigate to Training Admin > Training Matrix > Curricula.
2. On the All Curricula page, click the Name of the Ready for Use curriculum you want to update.
3. On the Curriculum page, click Periodic Review on the left panel.
4. From the Workflow Actions menu, select Send for Periodic Review. Vault sends an available Periodic Review task to all Vault Admins with a due date of the current Next Periodic Review Date. Training Admins can accept the task on their Home tab.