Completing a Periodic Review

Periodic review refers to the systematic process of evaluating and updating documents to ensure they remain accurate, effective, and compliant with regulatory requirements. These reviews ensure that procedures reflect current best practices, address any changes in processes or regulations, and continue to support quality objectives.

Completing a Periodic Review

As the author, open the document from the full table. At the top right, click review/retire:

The document will open in a new window. First, you will need to make a comment on the document in the document viewer. Then choose if the document is obsolete, is current (no changes needed), or if it needs to go through a minor or major revision:

1. Item is Obsolete: The document will go through the retirement workflow and become retired. 

2. Major Revision: The document needs significant changes to the content, structure, or procedures outlined in it. It will go through the major approval workflow.

3. Minor Revision: The document needs relatively small or incremental changes without fundamentally altering the process or procedures. These changes typically do not require retraining. It will go through the minor approval workflow.

4. Item is Current: The document will stay as is.

After the choice is made, a slider box will appear. You will need to first go through the periodic review workflow to start the process. In addition to the configured approval steps set the category level, you can add ad hocs approval signatures if needed. 

Once the periodic review workflow is completed, you will see the success banner stating the the periodic review is completed and there will be a link to access the new draft version.

When the new draft is sent off for approval, the next workflow that will trigger is the workflow based on the state of the document that is chosen during the review (obsolete, minor, or major revision) when clicking the launch approval workflow button.