Reviewing Policies - Launch and Auto-Schedule Policy Review

How to Schedule Policy Review

•  In the policy record, find the Approval Section.
• Choose the review Frequency desired to trigger automated reviews based on the publishing date.

• Use the Approval Required Section to select Approval/Review and set the Approval Rule using the drop-down menu, choosing from the following options:
  • At Least One Must Approve (requires only 1 user)
  • All Must Approve (multiple users at the same time or in any order)
  • All Must Approve In Order (Ordered Approval (see below)

• All Must Approve in Order: This will trigger approvals based on the order you add the Reviewers to the Reviewer Section. Each reviewer must approve the document in order for the next review to be notified. Where a document is rejected, the NEXT reviewer will not be notified until the CURRENT reviewer has approved the document. 
• Reviewers and Collaborators must be licenses users in the platform. Users can be added in the Administration Section, or submit a ticket with your request: https://c1risk.freshdesk.com/support/solutions 

Annual Policy Review 

When Annual Policy Review is scheduled using the Frequency section, the platform will automatically trigger notifications based upon the Next Review Date. The Next Review Date is triggered when the policy is published.