Completing a Periodic Review

You can verify that you completed the periodic review of a released part or technical specification. You must be either the Subject Matter Expert or the Temporary Subject Matter Expert assigned to the periodic review.

Important: This app uses electronic signatures to provide an audit trail for certain approvals, as is often required in highly-regulated industries. You cannot delete or modify the personal data contained in the electronic signatures. You should carefully review your use cases associated with electronic signatures to ensure that the specific business requirements associated with them are being met, while still adhering to good personal data management practices.

  1. Select the part or technical specification to be reviewed using one of these methods:

    1. View the My Periodic Reviews tab. See My Periodic Reviews.
    2. If you do not see the Periodic Review action, select View > Pending Review on the My Periodic Reviews page toolbar.
    3. Select the part or technical specification to be reviewed.
    4. Click Periodic Review .

    or

    View the part's or technical specification's Properties page.

  2. Click Periodic Review or select Actions > Periodic Review > Periodic Review .

    If any files are checked out of the part or technical specification, the app shows an error message. If a file is checked out, it could indicate that changes are in process. If no changes need to be made, check the file back in and continue with the next step.

  3. Select the disposition for the part's or technical specification's periodic review:
    • Keep Released means that the part or technical specification is up-to-date and no changes are required.
    • Changes Required means that the part or technical specification is no longer correct and needs to be revised. It will remain for periodic review until a revision is initiated or the part's or technical specification's state is changed to Obsolete.
  4. If changes are required, from the Create Change list, select which type of change object you want to create for the required revisions:
  5. Enter your comments about the periodic review in the Review Summary field, if applicable.
  6. Verify your identity by entering your password in the Password field.
  7. Select the check box next to the statement indicating that you are accepting signature responsibility for the completion of this periodic review.
  8. Click Done.

If you selected Changes Required as the disposition, the app sets the Last Periodic Review Date to the current date. It keeps the Next Periodic Review Date the same as it was. The "Periodic Review Disposition" entry on the Audit Trails page for the object is updated with the disposition and current date.

If you selected Keep Released as the disposition, the app does all of the following:

  • Keeps the part or technical specification in the Released state.
  • Sets the Last Periodic Review Date to the current date.
  • Calculates the Next Periodic Review Date based on the periodic review interval.