Introduction
Periodic Review is a feature you can activate on guides to prompt review at regular intervals. This is a useful feature for managing internal documentation, as it lets you proactively check for out-of-date content rather than waiting for it to be reported.
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On the Introduction tab of the editing interface, navigate to Periodic Review.
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Click Add.
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A modal appears, prompting you for more detailed information. Click the checkbox to Enable periodic review on this guide.
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The two different cadence types, Absolute and Relative, lets you set custom dates and intervals for regular review.
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Set Absolute review dates for content that must be reviewed annually, on or before a specific date.
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Set a Relative review date for content to be checked at regular intervals, specified in the number field.
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Enter a number into the field to specify a Completion Window for the reviewer, between the time they're assigned the review and the review due date.
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This can apply to either cadence type.
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Click Save to finalize your periodic review schedule.
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Setting or editing a periodic review schedule does not create a new draft of the guide, meaning the schedule can be freely adjusted by an admin (authors can initially set up a schedule, but cannot edit a set schedule).
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This means that approvers assigned to that guide's approval process will not be notified of a change.
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The same functions available on an individual guide can also be set as site defaults.
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On the Management Console, under Configuration > General, scroll down to Periodic Review.
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Click on an individual sub-menu to change its settings, accompanied by more detailed information.
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Enable/disable Periodic Review (Step 1)
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Cadence type and date (Step 2)
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Completion Window (Step 3)
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One Comment
Who is prompted to review the guide? Is it only the Author? Or are others also notified?