Process/Document Reviews

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

  1. 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.
  2. Review - A Review is the scheduled review of Processes/Documents with one or more participants.
  3. Review Owner - The Review Owner is responsible for creating the Review Cycle and leads the Review. The Review Owner closes the Review.
  4. 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.

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