- Go to Documents > the published document.
- Select the calendar icon from Actions for the current published version.
- Add your Username and Password.
- Select the updated Periodic Review (the overall periodic review cannot exceed 60 months).
- Add a Reason for extending.
- Sign.
Relevant for: Administrators / Managers / Regular Users
Please note:
- To be able to carry out this action in a published document you must have a role in the document workflow and equally you must have a role which has been allowed to update the periodic review. Please refer to this article for more information on this permission setting.
- The QA workflow role in a document will always be an allowed role.