How do I define who can update the Periodic Review Date of a Published Document?

  • Updated

The setting 'Allowed Document roles to update Periodic Review' refers to the workflow roles - i.e. Author, Reviewer, Approver, QA - who have been given the permission to change the periodic review when the Document is in Published status.

The QA workflow role is allowed to do this by default, (and this permission cannot be removed), but you can customize this on your end by adding whichever additional roles you see fit. 

To update the roles, follow these steps

  1. Go to Scilife Settings > Permission Settings.
  2. Select Documents.
  3. Update the role(s) in the Allowed Document roles to update Periodic Review field.

  Relevant for: Administrators / Managers
  Please note: A user can only be defined in the QA role of a workflow if they have the 'Allowed to be QA' toggle switched on at user level

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