Customizing an Effective Document's Next Review Date

 

Users can customize a document's next review date for all effective documents. If it is deemed that the next review date needs to be different than the current next review date, this can be changed. Once changed, the new, next review date will be based off the document review interval settings and the last date reviewed. 

 

To change an effective document's next review date, please open the document from the documents full table. Once the document is open, scroll down the metadata to the review date information. Listed will be the document review interval, the last review date, & the next review date. Under the 'next review' date, you will see an override option.

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Click the checkbox next to the manual override text. Once checked off, the 'next review date' option will display a calendar to pick the next, custom review date for this document. Once the new review date is selected the document will autosave. To keep the new, next review date please do not uncheck the manual override option.

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Note: If a new review date is set, once the document is reviewed on this custom date, the next review date will be based on the date the document was reviewed + the document review interval that is set at the document level. 

Enlarged view