How do I schedule a reminder to review a policy so that I can verify it is up-to-date?

The guide below will explain the following:

1) Why it is important to schedule a reminder to review a policy.

2) How to set a reminder to review a policy to verify it is up-to-date.

3) Who will be notified of the need to review the policy?

4) When will the reminder notification to review the policy be sent out and how?

5) How to tell when a policy needs to be reviewed while viewing the details of the policy.

7) How to mark a policy as reviewed.

8) How to see a list of all the people who reviewed a policy so far.

Why it is important to schedule a reminder to review a policy.

To make sure the content of a policy never gets stale, old or out-of-date, SweetProcess makes it easy to schedule a reminder in the future to review the policy. You and your employees who manage the policy will automatically be reminded to verify it's content is up-to-date and if not changes can be made accordingly to improve it. This way you can trust the content you find in the policy by seeing exactly when and who it was last verified by.

How to set a reminder to review a policy to verify it is up-to-date.

Step 1: While viewing the details of a policy click on the "Review" icon.

While viewing the details of a policy click on the "Review" icon.

Step 2: After the review sidebar window opens up click on the "Enable periodic reviews" button.

After the review sidebar window opens up click on the "Enable periodic reviews" button.

After clicking on the "Enable periodic reviews" button SweetProcess automatically schedules a reminder for you and your employees who manage the policy to review the content a year from the time you clicked on the button.

By default SweetProcess automatically schedules a reminder to review the content a year from the time you clicked on the "Enable periodic reviews" button.

Who will be notified of the need to review the policy?

Any employee who has the permission to approve changes to the policy will be notified when it is time to review it.

When will the reminder notification to review the policy be sent out and how?

SweetProcess automatically sends out an email reminder one week before the review date to each employee with the permission to approve changes to the policy. These employees will see reminder notifications inside the app as well.

How to tell when a policy needs to be reviewed while viewing the details of the policy.

While viewing the details of a policy you will be able to quickly tell if it needs reviewing because one week before the review date you will see a badge with notification similar to the one shown below.

Notification badge showing that the review date is approaching.

If the deadline for reviewing the policy has passed and it still has not yet been reviewed you will see a badge with the notification similar to the one shown below.

Notification badge showing that the scheduled review date has passed.

How to mark a policy as reviewed.

Step 1: While viewing the details of a policy click on the "Review" icon.

While viewing the details of a policy click on the "Review" icon.

Step 2: After the review sidebar window opens up click on the "Mark as Reviewed" button.

After the review sidebar window opens up click on the "Mark as Reviewed" button.

After clicking on the "Marked as Reviewed" button SweetProcess automatically shows a record of the person who reviewed the policy and the exact time it was done as shown in the image below.

SweetProcess automatically shows a record of the person who reviewed the policy and the exact time it was done.

How to see a list of all the people who reviewed a policy so far.

On the review sidebar window, you will see a list of each employee who has ever clicked on the "Marked as Reviewed" button which means they verified the policy and acknowledged that the content was correct as of that point in time. You will also see the exact time they reviewed the policy. This way you can trust the content you find in the policy.

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