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  12. 5. Periodic Review Closure

5. Periodic Review Closure

Finalize the periodic review and configure the next review schedule.

Before you begin

You must be the Event Task Assigned to user or a member of the Event Task Assignment group to perform these steps.

Procedure

  1. Open the Periodic Review Closure task. Click Start Work.

  2. In the Review Period in Daysfield, enter the number of days until the next review (e.g., 350 days). Decide whether to Keep Review Assignments:
  • Checked: Retains current assigned users.
  • Unchecked: Reverts to default assignment groups.
  1. Add a general summary in the Detailed Information field and add Close notes.
  2. Click Complete.

 

After the Periodic Review Closure task is completed, the Periodic Review event state changes to Closed.

Automatic Generation of next Periodic Review

The next Periodic Review event is generated automatically based on the Review Period in Days value entered during closure.

The Related Events related list at the bottom of the closed Periodic Review event form includes the current (Main Event) and the next (Associated Event) Periodic Review.