Who can edit the Periodic Review date?
- Administrators can edit the periodic review in all statuses up until Approved not Published status, whether they have a role in the document or not.
- Managers can edit the periodic review of a document in Draft/ Under Review status but only if they have any one of the workflow roles in the document.
- Regular users can edit the periodic review of a document in Draft/ Under Review status but only if they have any one of the workflow roles in the document.
How to edit the Periodic Review date?
- Go to Settings
- From the Periodic Review dropdown select the new timeframe you would like to apply.
- Save.
Why can't I edit the Periodic Review?
If you're trying to edit the Periodic Review of a Document from the Document settings but you are unable to do so because the Periodic Review dropdown is greyed out, it will be because the allow to override setting for this aspect of a document has been turned off at Document Type level.
Changing the periodic review of a Published Document
Any user in the QA workflow role, and with the allowed to be QA setting turned on at user level will be able to change the period review of a published document.
To enable this function for more workflow roles please refer to this guide on how to update the system settings.
Relevant for: Administrators / Managers / Regular Users