How to review a document

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

doc_review_tasks.png

  • 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.

  1. Click the on the document name link in the Description column.
  2. Review the notes from the approval officer under 'Instructions for additional action' mceclip0.png
  3. Download current document from the Register using the link at the bottom of the 'Document for Review' form
  4. Select the relevant Task options
  5. Select Save

Task options explained

Upload new version

review_doc_1.png

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.

add_new_version_doc.png

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

review_doc_2.png

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

review_doc_3.png

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. 
Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.