Skip to main content

Change the Review Date

The review date of objects can be changed manually when the object has a status of draft or approval declined.

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated over a week ago

The review date of processes, value streams, managed documents and attachments can be edited during the creation process or prior to publishing/requesting approval to publish.

The review date can only be changed when the status of the object is draft or approval declined. This ensures that the set date remains until purposefully changed.

Quick Steps to Set the Review Date when Creating a New Process/Value Stream/Managed Document/Attachment

  • Create a new object

  • Change to the Properties tab

  • Select the review cycle

  • Select the review date

  • Save the object

If the review date has been incorrectly set, amend it by taking the object offline and then reinstating it to bring it back to a draft status. Once in draft, the review date can be changed by following these steps:

Quick Steps to Change the Review Date of an existing Process/Value Stream/Managed Document/Attachment

  • Open the object (Process/Value Stream/Managed Document/Attachment)

  • Select the Edit Information button at the top

  • Change to the Properties tab

  • Select the review cycle

  • Select the review date

  • Save

Note

  • Attachments can have their review date changed in both active and overdue status.

  • The review date of a future state cannot be changed. It will be set once the future state is published.

Did this answer your question?