Periodic Review of Documents

The Periodic Review process determines users or groups of users responsible for reviewing a document after a specific time to ensure the document is correct i.e., after every year or two years. Within TI Collaborate, Admins can define the period when a document requires periodic review along with the reviewers.

To complete a periodic review of documents that do not require a change, follow the steps below.

Click on the View by dropdown and select the Document Life Cycle view.
Open the Periodic Review Required folder and select the document.
Click on the horizontal ellipsis icon (three-dot menu), and select the Check Out option.
Select an edit method i.e., Online, Offline, and Team Edit.
Once the edits are made or no change is required click on the Check In button.
Select the No Change option and add a comment.
Click on the Save button.
Navigate to the Grid View and click on the Refresh button.
Navigate to the History tab documents metadata panel and click on the View all History button.
On the All History tab, view all the periodic review actions.
To view specific actions for a specific period, add a criterion from the Activity Type dropdown and specify the From and To dates.

Important

Documents, once effective, can be routed through the periodic review process.
Online checkout option is recommended for documents that do not require a change.
For documents that do require changes, the document would be revised per the usual process and sent through the appropriate workflow for approval/ up version. In that case, the periodic next review date would be generated based on that document’s new approval date.
Periodic Review does not apply to documents that are not configured for the Change Control Workflow at the Document Profile Level.
If a major or minor version is checked in during a periodic review, the document can be located in the Periodic Review In Progress folder and routed through the approval workflow.