Document review dates

Document review dates indicate when a document should be reviewed to ensure that its content remains accurate and up to date.

Setting a document's review date

  1. Log in to HRSD Knowledgebase.
  2. On the Home page, click the ellipsis icon.
  3. Select Document Manager.
  4. If the document is not yet published, click Edit. If it is published, select the name of the document.
    If the document isn't checked out by another user, it becomes checked out and available for editing. If the document is checked out by another user, you can't check out the document until the other user checks it in.
  5. Select Tools > Details.
  6. Under Advanced Settings, specify a review date in the Review Date field.
  7. Click Update.

Viewing document review dates

The Review Documents report shows the review dates of documents in the system. You can view and manage review dates for multiple documents simultaneously.

  1. Log in to HRSD Knowledgebase.
  2. On the Home page, click the ellipsis icon.
  3. Select Document Manager.
  4. Select Report > Review Documents.

Changing document review dates

You can view and manage review dates for multiple documents simultaneously. For example, you can search for documents with pending review dates, then change the review dates as required.

  1. Log in to HRSD Knowledgebase.
  2. On the Home page, click the ellipsis icon.
  3. Select Document Manager.
  4. Select Report > Review Documents.
  5. Select one or more documents.
  6. Click Update Review Date.
  7. Specify a new review date for the documents.
  8. Click OK.