Need a reminder to review your policies - this is how you set one.
You can set a set date on a policy you have created to remind you or a colleague to review it after a set time period.
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In the Adoptech Portal, select Policies & Docs from the left hand menu.
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Locate the policy under the Live tab, select the meatball menu (⋯) to the right and select Policy Settings.
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In the Righthand side (RHS) menu select the Review date box and from the pulldown select a review frequency. This will then calculate and display the Next review date.
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The review date will be displayed to the right of the policy in the Live policies table. Once the set review date has been reached, the row will turn red and the Review date field will be displayed as Overdue.
Any questions regarding this topic or others? Open a chat with the team who are on hand to help.