Automated document reviews are highly beneficial for senior individuals managing critical documents such as job specifications, policy documents, and compliance materials. These tools enhance efficiency by quickly identifying inconsistencies, errors, or gaps against predefined standards, saving valuable time for senior staff. Automation ensures thorough and unbiased analysis, improving accuracy and reducing the risk of overlooking important details. It also supports version control and compliance tracking, ensuring documents remain aligned with regulatory or organizational requirements. By streamlining the review process, senior leaders can focus more on strategic decision-making and less on administrative tasks.

Set up Document Review Periods

The set up of the document review periods is done within the individual area of the system by selecting the cog icon.

Within the individual settings area, Document Types is where you can set the review periods for documents.

If you have any review periods already set up you will be able to view and edit them here. To create a new Document Review Period, select Add document type.

The form will then show to set up the document review. You will need to give the document type a name, this could indicate the what the document is and the review period to distinguish from others for example; 'CV 2 yr'. Then select the yes option to set up a review period.

You are then able to select the review period, this could be years, months or even days. You can also specify the notice period for when the review is due. for example 2 weeks before. Lastly, you can then select the individual you wish to review the document, this could be the individual themselves, line manager or any other individual in the system. Finally to save your document type, click Add.

Now when you attach a document to an individuals profile you can select your document type to trigger the automated review cycle.

To edit a document review, select the pencil icon next to the document type you want to change.

If you have any further issues, please contact support.