Adding a review date to a document
First you need to find the document or policy you wish to update in your board's Documents area.
You may need to upload the file if you haven't already - we recommend creating a Policy Folder to store board policies.
Click on the three dots to the right-hand side of the document.
A menu will appear which gives you an option to Set a review date...
This brings up a calendar for you to select a date, or enter the date into the Review date box.
Click Set to add the review date to the policy.
Once you've clicked Set, the Review due date will appear underneath the Document name.
Red, Amber or Green?
Upcoming review dates are displayed in three colours:
Green if the date is more than a few weeks away
Amber if the date is due soon
Red indicates that the date has already passed, and review is overdue
You can change a review date by selecting the three-dots menu again and you will see an option to Change or clear the review date...
Note: if a document has been locked, only board admins can set a review date.
This will provide you with the option to clear the review date or select a new one.
Download a list of documents with review dates
You can download a list of all documents with review dates in PDF, Word or Excel format from the Downloads page, under the Governing Board tab.
If you download the excel report, you can sort by date - giving you a handy calendar of policies to review over the course of the year.
