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How to Access and Review Revision Schedule Reports

Instructions for how to access and read the Revision Schedules report

Andrew Sutton avatar
Written by Andrew Sutton
Updated over 2 weeks ago

You can view and track all of the revision dates that have been set 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

The revision schedules report contains information about the revision schedules that have been added for each procedure, as well as links to the procedures. Information includes:

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

  • Frequency: the frequency that the schedule will trigger on

  • Due within: how long after the schedule triggers is the review due

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

Note: where a responsibility is not assigned in the schedule, an orange warning sign will show. Click this for more information

Use the Search field to filter the report to:

  • Procedure

  • Frequency

  • Due Within period

  • 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 more information on the Revision Assessments report, read:

How to Access and Review Assessments Report

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