Setting the Expiration Date
Keeping up with the Expiration Date of Documents is very simple with Document Control.
- Set up a Periodic Review period when creating the Document.
- When the Document is Published, the Periodic Review date will be set accordingly. For example:
- A Document is set to Published on July 7th, 2020.
- The Periodic Review period is set to 12 months.
- Then the next Review Date will be July 7th, 2021.
- This will also be the Document's Expiration Date.
- While the Document is Published, the Next Review Date and Expiration Date will be the same.
- Once the Document goes back to Draft and a new Approval Cycle starts:
- The Expiration Date of the Published version will remain the same.
- The Next Review date will be ongoing until the Document reaches its next Published version.
Keeping track of Expiration Dates in the Document Listing Page
When Documents are Published, the Next Review Date and the Expiration Date will be the same:
As soon as Documents initiate a new Approval Cycle and go back to Draft, The Expiration Date of the Published version will remain the same. The Next Review date will be ongoing until the Document reaches its next Published version:
Documents that have expired will show in red:
Relevant for: Administrators / Managers / Regular Users.
- Only Documents in which a Periodic Review period has been established will have an Expiration Date.