How do I set a review date for a policy?

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.

1. In the Adoptech Portal, select Policies & Docs from the left hand menu.

2. Locate the policy under the Live tab, select the meatball menu (⋯) to the right and select Policy Settings.

3. In the Righthand side (RHS) menu select the Next Review box and from the pulldown select a review frequency. This will then calculate and display the Next review date.

4. The review date will be displayed to the right of the policy in the Live policies table. Once the review date has passed, the policy shows a red Review Overdue text in the Live policies table.