Configuring Periodic Reviews and Their Notifications

You can configure periodic reviews and their notifications.

See Properties for Periodic Reviews and Their Notifications.

  1. Create or open the text file for customized properties. For more information, see Editing Properties Using MQL.
  2. To define the states for a governed by the specified policy in which that is subject to periodic reviews, follow these steps:
    1. Add or edit this line in the file used to import properties into a page object:

      <type>.<site>.ReviewInterval = 24

      The value is a number of months between 1 and 99.

      where:

      • <type> is the object type. Replace spaces with underscore characters.
      • <site> is the organization name. Replace spaces with underscore characters. The default site is CompanyName.

    2. Edit the comma-separated list to add or remove an integer value.
    Note: If not explicitly specified for a document type/site combination, the default intervals listed in enoPeriodicReview.NotificationInterval are used.
  3. To define the states for a governed by the specified policy in which that is subject to periodic reviews, follow these steps:
    1. Add or edit this line in the file used to import properties into a page object:

      enoPeriodicReview.ReviewState = <SYMBOLIC_NAME_POLICY1>@<SYMBOLIC_NAME_STATE1>, <SYMBOLIC_NAME_STATE2>|<SYMBOLIC_NAME_ POLICY2>@<SYMBOLIC_NAME_STATE1>

    where:

    • <SYMBOLIC_NAME_POLICY> with the policy for the . Replace spaces with underscore characters.
    • <SYMBOLIC_NAME_STATE> with the policy state name for the . Replace spaces with underscore characters.

    Separate policy states with a , and separate policies with a |.

    Note: If the is not in one of the specified states when the Next Review Date occurs, then the is not subject to a periodic review.
  4. To define the notification intervals (in days) used with periodic reviews, follow these steps:
    1. Add or edit this line in the file used to import properties into a page object:

      enoPeriodicReview.<type>.<site>.NotificationInterval = 12,24,36,48,60,90

      The value is a number of days.

      where:

      • <type> is the object type. Replace spaces with underscore characters.
      • <site> is the organization name. Replace spaces with underscore characters. The default site is CompanyName.

    2. Edit the comma-separated list to add or remove an integer value.
    Note: You can define independent intervals for each combination of object type and organization.
  5. To define the notification intervals for overdue periodic reviews, follow these steps:
    1. Add or edit this line in the file used to import properties into a page object:

      enoPeriodicReview.<type>.<site>.OverdueInterval = 1

      The value is a number of days.

      where:

      • <type> is the object type. Replace spaces with underscore characters.
      • <site> is the organization name. Replace spaces with underscore characters. The default site is CompanyName.

    2. Edit the integer value as needed.
    Note: You can define independent intervals for each combination of object type and organization.
  6. To define the people to notify if a periodic review notification cannot be sent for a specific combination of object type and organization, follow these steps:
    1. Add or edit this line in the file used to import properties into a page object:

      enoPeriodicReview.<type>.<site>.UnsentNotificationsGroup = User1,User2

      where:

      • <type> is the object type. Replace spaces with underscore characters.
      • <site> is the organization name. Replace spaces with underscore characters. The default site is CompanyName.

    2. Set the value of this property to a comma-separated list of user names for people that have the Document Center Administrator role.
    Note: If you do not define a specific property for a combination of object type and organization, then the default property is used.
  7. To define the interval, in days, before the periodic review's deadline, during which notifications are sent to the Document Center Administrator advising of the upcoming deadline so that corrective action can be taken before the periodic review becomes overdue, follow these steps:
    1. Add or edit this line in the file used to import properties into a page object:

      enoPeriodicReview.<type>.<site>.AdministratorNotificationInterval = 1,2,3,4,5

      where:

      • <type> is the object type. Replace spaces with underscore characters.
      • <site> is the organization name. Replace spaces with underscore characters. The default site is CompanyName.

      The value is a number of days.

    2. Edit the comma-separated list to add or remove an integer value.
  8. To define the interval, in days, after which the Document Center Administrator is notified that a periodic review is overdue, follow these steps:
    1. Add or edit this line in the file used to import properties into a page object:

      enoPeriodicReview.<type>.<site>.AdministratorOverdueInterval = 1

      where:

      • <type> is the object type. Replace spaces with underscore characters.
      • <site> is the organization name. Replace spaces with underscore characters. The default site is CompanyName.

      The value is a number of days.

    2. Edit the comma-separated list to add or remove an integer value.
  9. When you are finished updating the text file with all properties that you want to modify, use the text file to modify the enoPeriodicReview.properties page object. For more information, see Editing Properties Using MQL.