As the subject document must be reviewed from version control perspective, there is no link between reading the document per 1 above, then completing the Main Step for the document. This is a gap that I would appreciate your feedback on.
The Task asked me to review the document. When I reviewed the document on the last page is stated I have tor review annually by x date.
When I opened the wizard up I needed to review/ add bits so I have done so and sent for approval today.
By doing so, with will then change the next review date + 12 x mths out.
I just don’t think completing the Task is sufficient.
Documents have to be reviewed generally each year. It’s also a good idea to distribute them again so users can refresh their knowledge.
Doing this via the wizard is the way to go I feel.
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.
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.