Outdated policies can leave your organisation at risk.
It is essential to proactively review the policies and procedures that have been added to the Intranet on a regular basis.
The Review date field can be used to ensure policies are being checked for changes regularly.
How to set a review date
The review date field appears and can be set:
- When a new policy is created
- When editing a policy
- When creating a new policy version
When a date has been applied, it will appear in the top right of the policy:
What does the review date do?
All users with 'Edit policy' permission to the policy will receive two notifications (the format of which is determined by their preferences):
1. Policy Review Reminder policy.review_reminder
This notification will be sent 15 days before the review date.
2. Policy Review Date policy.review_due
This notification will be sent on the day it is due for review.
This allows them to review the policy and update it if required (by creating a new version), or set a new review date.
Ongoing management
The review date also appears in the 'manage policies' area and can be exported to CSV.
It is recommended to set a review date against every policy when it is created or updated, so encourage your policy administrators to do this.
Especially when hundreds or thousands of policies build up in the application over time, setting a review date really helps with management, allowing the appropriate users to frequently perform checks and action any changes.
