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First is important to note that document review can result in no changes needed, so in this case, it does not make sense to redistribute the document (a simple email communicating that the current document is still valid would be enough).
In case the document requires changes, then the use of the wizards is a good way to ensure awareness because they distribute the documents once the corrections are approved.
All documents have a date to be reviewed. My understanding is if you don’t take the document through the wizard process, then have it reviewed/ approved, then the date of next review won’t update?
If I’m right, then an external auditor will want to see the latest version showing it has been review and the next review date extended?
Please note that regardless of whether you use the wizard to review or approve the document or not at the time of receiving the document review task, the checkpoint for the definition of the date of the next review is the date of approval of the document.
This means that the tasks are created every x months (depending on what you have defined as the update frequency in the properties tab) from the date of approval.
For example, if you have approved the document on March 1, 2021, and the update frequency is 6 months, then a new review task will be created every 6 months from March 1, regardless if you proceed with the review through the wizard or not.
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Mar 03, 2022