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v2.0

Major VersionM

Approved GTM

by Robert Sprankle

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 This is a useful feature for managing internal documentation, as it lets you proactively check for out-of-date content rather than waiting for it to be reported.

  1. On the Introduction tab of the editing interface, navigate to Periodic Review. Click Add.
    • On the Introduction tab of the editing interface, navigate to Periodic Review.

    • Click Add.

    • A modal appears, prompting you for more detailed information. Click the checkbox to Enable periodic review on this guide.

  2. The two different cadence types, Absolute and Relative, lets you set custom dates and intervals for regular review.
    • The two different cadence types, Absolute and Relative, lets you set custom dates and intervals for regular review.

    • Set Absolute review dates for content that must be reviewed annually, on or before a specific date.

    • Set a Relative review date for content to be checked at regular intervals, specified in the number field.

  3. 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.
    • 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.

    • This can apply to either cadence type.

  4. Click Save to finalize your periodic review schedule.
    • Click Save to finalize your periodic review schedule.

    • 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).

    • This means that approvers assigned to that guide's approval process will not be notified of a change.

  5. The same functions available on an individual guide can also be set as site defaults. On the Management Console, under Configuration > General, scroll down to Periodic Review.
    • The same functions available on an individual guide can also be set as site defaults.

    • On the Management Console, under Configuration > General, scroll down to Periodic Review.

    • Click on an individual sub-menu to change its settings, accompanied by more detailed information.

    • Enable/disable Periodic Review (Step 1)

    • Cadence type and date (Step 2)

    • Completion Window (Step 3)

Finish Line

Dozuki System

Member since: 09/24/2009

1 Reputation

172 Guides authored

One Comment

Who is prompted to review the guide? Is it only the Author? Or are others also notified?

Jeremy.Houtz@volvo.com - Reply

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