If you have been assigned the role of review officer for a document, you will receive a review task.
There are two types of document review tasks in LOGIQC QMS
- Redo review - The approval officer has assigned a document that was sent to them for approval but would like a further review performed on the document prior to approving
- Review - The published document has come up for review on its review date and the approval officer has assigned the review task to a review officer to review
Reviewing a document
When a document is sent to a review officer to be reviewed, the task will appear as a in the Review Officers 'My Tasks' list in the Task register.
- Click the on the document name link in the Description column.
- Review the notes from the approval officer under 'Instructions for additional action'
- Download current document from the Register using the link at the bottom of the 'Document for Review' form
- Select the relevant Task options
- Select Save
Task options explained
Upload new version
Select if you have updated the document and want to recommend a new version to the Approving Officer
Document must be attached in the Add new version field.
Required fields:
- Due date for revision
- Details of action taken Consultation with staff on document content
Optional fields
- Consultation with staff on document content - Yes/No
- Comments
Changes not required
Select if there are no changes required to the existing version.
Required fields:
- Due date for revision
- Details of action taken
Optional fields
- Consultation with staff on document content - Yes/No
- Comments
Review not complete - make progress note
Select if you want to record a progress note about your review but want to keep the task and return to it later.
Required fields:
- Details of action taken field and/or progress note
Optional fields
- Consultation with staff on document content - Yes/No
- Comments
Video demonstration - Reviewing a document
Notes:
- When a document is in the review phase, the 'add new version' option on the details form will be deactivated. This is because new versions are to be uploaded via the review task form when a document is in the review phase.
- When a document is in the review phase, only the assigned review officer will be able to complete the review form. If another user needs to complete the review, the review officer can be re-assigned in the main Details form.
Comments
Article is closed for comments.