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How to Add a Revision Schedule to a Procedure

Instructions for setting up a revision schedule on a procedure.

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

Some procedures will require revision on a regular basis. You can add a revision schedule 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 schedule and click +Add New

  • Enter the Frequency and how often you wish it to repeat

    • Weekly: will require you to pick specific day(s)

    • Monthly: will require you to pick a specific day of the month, or day of the week

    • Yearly: will require you to pick a day of a month in the year

  • Select a Start Date, you should align this with the date of the first revision

  • Enter a Due Within period, which is the amount of time the review needs to be completed within, i.e. if the Revision Schedule is 1st January and the Due Within is set for 30 days, the revision needs to be completed by 30th January

  • Click Assign to choose people, roles, or a combination to be involved in the revision

  • Click Save to confirm the date schedule

Cancel a Revision Date

To cancel the selected revision schedule click Delete

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