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How to Add a Revision Date to a Procedure

Instructions for setting up a revision date on a procedure.

Andrew Sutton avatar
Written by Andrew Sutton
Updated over 5 months ago

Some procedures will require revision on a regular basis. You can add revision dates to your procedures to act as a reminder to edit the procedure as needed.

  • Click the Calendar icon in the right side menu to open the revision date calendar.

  • Click the date you would like the procedure to be revised on.

  • When the date selected is reached, a revision reminder will be sent to the last person who edited the procedure.

  • Alternatively, you can select another person for the reminder to be sent to.
    Simply click the Change link and select a new person. Only Editors and Administrators will be listed to select from.

  • The reminder will also appear in your Daily Action Summary until the date is changed in the system.

Cancel a Revision Date

To cancel the selected revision date simply click on the Clear selection link to unselect it

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