Record review

We saw that a property of record Categories is the specification of a review period for each record that is filed under the Category. All vital records require a review. Other types of records can optionally be specified for review.

When the Category is created, a review date, relative to the filing of the record, is specified, such as at the end of the month, quarter, or year.

Once a record comes up for review, an action for marking the record as Reviewed becomes available. Clicking on the Reviewed action marks the review as having occurred in the audit log of the record:

It is also possible to change or update the date of review for a record. After the review of the record, if it is desired to schedule another periodic review, the review date can be updated to reflect the date of the next review: