Who Is This For?
Document Owners – completing assigned reviews
QA / Process Owners – monitoring upcoming and past reviews across the organization
Admins – configuring review cadence and signature rules (setup reference provided)
How to Do It?
Step 1: Understand how Periodic Reviews are created
Periodic Reviews are automatically created based on your organization’s entity type configuration (review cadence and signature) and are assigned based on document owner.
📎 Reference: Configuring Entity Types
Step 2: Mark a Periodic Review as Completed (Assignee)
Use this when you’ve finished reviewing the assigned item.
Go to Home → My Work Dashboard.
Locate the Periodic Review assigned to you. Use in-list search or sorting to find it quickly.
Select the review to open it.
In the Properties card, click Mark as Completed.
Step 3: View your Periodic Reviews
Track your own work from the My Reviews view.
Go to Periodic Review → My Reviews.
Use Upcoming and Past Reviews tabs to filter your list.
💡 Tip: Sort by Due Date to prioritize what’s due soonest.
Step 4: Monitor organization-wide Periodic Reviews
Use this when you need visibility across teams and departments.
Go to Periodic Review → Organization Reviews.
Switch between Upcoming and Past Reviews to focus your monitoring.
Use search and column sorting to find specific records quickly.
📝 Additional notes: Configuration and assignment
📝 Additional notes: Configuration and assignment
Review frequency and whether requiring a signature are controlled in Entity Type settings.
If something looks off (e.g., wrong cadence or missing signature), contact your Admin to adjust the configuration.
Tips
💡 Complete the content review first (read the document, check linked records) before clicking Mark as Completed.
💡 Check Upcoming weekly to prevent overdue reviews.