When a procedure has a Revision Schedule set up on it and the schedule triggers, the procedure enters a Revision Assessment period.
The assessment period will reflect what was entered in the Due Within field on the schedule.
How to find a Revision Assessment that is due
You can access Revisions that are due from your dashboard (you'll also be reminded of these in your summary email)
Select the number to view the revisions that require your attention
Revisions will be listed with the procedure name and the date the assessment is due
Any revisions that are overdue will be red
Performing a Revision Assessment
Any procedure with a Revision Assessment due will display a notification banner, letting you know the due date and the available actions
There are two scenarios for a revision assessment:
The document requires edits
The document does not require edits
Documents requiring edits
Where a document requires edits as part of the revision, click Edit Now on the banner, or the regular edit button (pencil icon) to make your changes
Continue to edit and then publish as you normally would
The Procedure Register will now display this information in the Last Assessment Status and Last Assessment Date fields
When a procedure was edited, the status is Modified
When you select the procedure title, it will provide further information about the revision assessment
Documents not requiring edits
Where a document does not require edits as part of the revision, click No Edit Required on the banner
A popup will appear with default text. You can either remove, modify, or add to this text and click Finish
The Procedure Register will now display this information in the Last Assessment Status and Last Assessment Date fields
When a procedure was not edited, the status is Accepted
When you select the procedure title, it will provide further information about the revision assessment
Revision Assessment Statuses
There are five different statuses a Revision Assessment can be in:
Active: the revision is ready to be completed and the due date hasn't been reached
Accepted: the revision has been completed and No Edit Required was selected
Modified: the revision has been completed and an edit was performed
Missed: when a revision was not completed and, based on the Revision Schedule, another Revision Assessment has started, the one not completed is flagged as missed
Overdue: the revision due date has been reached and no activity has occurred