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How to Access and Review the Revision Assessments Report

Instructions for how to access and read the Revision Assessments report

Andrew Sutton avatar
Written by Andrew Sutton
Updated over a week ago

You can view and track all of the revision assessments that are active for the policies and procedures in your company manual by opening the revision schedules report in the Reports section of the manual.

To access the revision schedules report, simply click Reports at the top right

Then choose Revision Schedules

Select the Revision Assessments tab

The revision assessments report contains information about the revision assessments that are due for each procedure, as well as links to the procedures. Information includes:

  • Procedure: Click on the link to go directly to the procedure

  • Status: is the assessment active or overdue

  • Due date: when the assessment is due

  • Responsibilities: the people or roles assigned to review the procedure

Use the Search field to filter the report to:

  • Procedure

  • Status

  • Due Range of assessments due

  • Responsibilities i.e. the people responsible for performing the revision

A combination of the filters can be used.

For more information on creating and managing revisions, read:

For information on the Revision Schedules report, read:

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