Process/Document Reviews
What are Process/Document Reviews?
Making sure your processes stay relevant and up to date is vital for a healthy business. Process/Document Reviews make this objective easy and simple to keep up to date. Get teams to review their processes/documents with review cycles on a regular basis to ensure they are fit for purpose and most importantly, relevant!
Process/Document Review cycles allow your team to stay on top of what matters and provide evidence this has been done.
Terms
- Review Cycle - A Review Cycle is the configuration for Reviews to happen. A Review Cycle will define who the Review Owner is, which processes are reviewed, who participates in the review and which dates the review occurs on.
- Review - A Review is the scheduled review of Processes/Documents with one or more participants.
- Review Owner - The Review Owner is responsible for creating the Review Cycle and leads the Review. The Review Owner closes the Review.
- Review Participant - A Review Participant can take part in and complete the review.
How to create a Process/Document Review cycle
How to edit or delete a Process/Document Review
Head over to your Process Review and click the … symbol. Then, click "Edit Review Cycle".
From here you can make any necessary changes to your Process/Document Review or you can delete it by clicking the dropdown arrow on "Details" and clicking "Delete review cycle".
Outcome:
You will now know how to create, edit, update and delete Process Reviews in Skore!
Further reading:
Links to related knowledge base articles or how-tos.
Related Articles
Archiving and unarchiving processes
Archiving and unarchiving processes Learn about Archived processes including how to archive processes, where to find your archived processes and how to unarchive them. Why archive a process? Archiving processes is a great way to keep your workspace ...Linking processes
What is it? When working with multiple processes in Skore, a great feature is the ability to link between whatboxes and processes. Integrating your processes in Skore helps to ensure that processes flow from end to end and makes navigation easy for ...Process Owner
What is a Process Owner? In Skore, processes can have a Process Owner. This is not mandatory but a recommended practice to ensure the right ownership of the processes. Setting a Process Owner also helps to organise your processes and maintain them ...Creating a new process
How to create a new process More options... There are some more options available when clicking "New Process" Click the more "More options..." dropdown button Here you can add the purpose of the process, add the Process Owner, restrict who can view ...Dynamic Text (Process variables)
Feature available to: Editor • Admin What is a dynamic text Dynamic texts are pieces of what you write in a process box that is getting replaced as you go with a value. Dynamic texts are short-codes that display up to date information automatically ...