Schedule and Automate Policy Review

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.

How to select or modify the Next Review Date

Once the policy is published, the Next Review Date can be modified to schedule the notification with appropriate time to review and publish any new version of the policy.

• In the policy record, go to the ellipses drop-down menu and select “Change Next Review Date”

• Select the desired date. Notifications for policy review will be sent to Reviewers automatically based on the chosen Next Review Date.