Is there any functionality in Apps 10 that would allow for select documents to be set up on a review timeline? We have documents that need to be reviewed in the system every 6 months. We’re prepared to set some form of notification to trigger by date from the document listing on the Document Revision screen, but if functionality exists somewhere else without us having to create it, that would be ideal.
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Hi
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/Erik
Hi Megan,
I know of a company that is doing this through a configuration they developed. Testing my memory, but I seem to recall it consisted of:
- a custom list on the Document Revision called Review Cycle which the document owner assigned at release. The values in the list were something like 1-year, 2-year, 5-year, and maybe a Never. I think they might have also had a configuration to guarantee a Review Cycle value was assigned before a document revision could be released.
- a custom field on the Document Revision called Next Review Date. This date was calculated at document release by adding the number of days in the Review Cycle (i.e., 365, 730, etc.) to the date the revision was released, but only for review cycles that were not equal to Never.
- a lobby element that showed all document revisions by class where Next Review Date was <= ‘X’ days from today.
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