My Periodic Reviews

Columns

Your page view choice determines which columns display in the table. Most columns display in all views. Pending Review is the default page view.

Column Header

Column Name

Description

Name

The name of the quality system document. You can click the name to open the object in a new window. Right-click on the name to access the shortcut menu.

Title

A descriptive title of the quality system document.

Type

The type of quality system document.

State

The current state of the quality system document.

Rev

The revision level of the quality system document.

Ver

The version number of the latest quality system document checked in. An icon indicates whether there are multiple files.

Number of files locked/number of files checked into the quality system document. For example, 2/4 indicates 2 files of the 4 files checked into this object are locked. Pause over the number to view the name of the user who has locked the file. Click to view the list of files.

Actions


Icon	Name	Action
	Subscribe	View and select subscriptions for a quality system document. See Collaboration and Approvals User's Guide: Subscription Management.
	Download	Download the files in the quality system document to your local computer. Browse to the directory or folder you want to contain the file. When the quality system document contains multiple files, they are downloaded in a single zip file.
	Check Out and Lock	Check out the files in the quality system document to your local computer and lock the files from other users who cannot unlock it. Navigate to the folder or directory you want to contain the file. When the quality system document contains multiple files, they are downloaded in a single zip file.
	Update Files	Update a checked-out file to its next version. See Collaboration and Approvals User's Guide: Uploading Files.
	Check In	Check in a new file. See Collaboration and Approvals User's Guide: Uploading Files.
	Lock	Lock the file without checking it out.
	Unlock	Unlock the file without checking in a new version.
	View	Open the file in a viewer app.

Next Review

(Periodic Review Status)

Periodic review status:


Status Icon	Description
	The Next Review Date has passed without the review being completed.
	The Next Review Date is approaching (your company determines how close to the review date the status turns yellow).
	The object is not due for review.

The app notifies you when it is time to review a quality system document.

Next Review Date

The date of the next required review for this quality system document.

Disposition

The disposition of the review for this quality system document:

Keep Released
Changes Required

If the review has not yet been completed, this field is empty.

SME

The person or Member List assigned as the Subject Matter Expert to review the quality system document.

Assignee

Does not show when the My Assignment filter is applied.

Displays one of the following to indicate the assigned Subject Matter Expert for the review:

Unassigned means that a Member List was specified as the Subject Matter Expert, but no one from the Member List has accepted the review assignment.
Pending Acceptance followed by a name in parentheses means that the review has been reassigned to the specified person as a Temporary Assignee, but it has not yet been accepted.
The name of the specified Subject Matter Expert, the name of the user in the Member List that has accepted the review assignment, or the name of the Temporary Assignee that has accepted the review assignment.

Last Review

Date

The date of the last periodic review for this quality system document.

Reviewer

The name of the person who performed the last periodic review for this quality system document.

Filters

You can filter the periodic reviews by the following options:


Filter Option	Description
All	All quality system documents where you can complete the next periodic review, meaning those where you are the selected Subject Matter Expert and those where a Member List to which you belong is the Subject Matter Expert.
My Assignments	Only those quality system documents where you are assigned as the Subject Matter Expert.

Actions/Toolbar Commands


Action	Description	For More Information
Periodic Review	Allows you to complete the current periodic review. Enter review comments and your password. The current date becomes the Last Review Date, and the app updates the Next Review Date based on the defined interval for the quality system document. If a file in the quality system document is checked out, you cannot complete the periodic review. If an active change action is associated with the quality system document, you cannot complete the periodic review.	Completing a Periodic Review
Reassign	Temporarily reassigns the selected quality system document to another Subject Matter Expert for the current periodic review cycle. The selected person will be notified about the reassignment and must accept the assignment before they can complete the periodic review.	About 3DSearch Queries
Accept Assignment	Accepts the temporary reassignment for the selected quality system document if someone reassigned the periodic review to you or accepts the review assignment if it was assigned to a Member List to which you belong. Click OK to accept the assignment. If the review was temporarily assigned to you, the responsibility for review lasts for a single review cycle only, then it reverts to the original Subject Matter Expert. The app notifies the original Subject Matter Expert or the Member List that you accepted the assignment.	-
Reject Assignment	Rejects the temporary reassignment for the selected quality system document and notifies the original Subject Matter Expert who reassigned it to you.	Rejecting a Periodic Review Assignment
Enable Edit	Toggles the page to the edit mode. In edit mode, you can use inline editing to reassign reviews to other Subject Matter Experts.	About 3DSearch Queries
Disable Edit	Toggles the page to the view mode.	-
Remove Reassignment	Removes a temporary reassignment to review the selected quality system document if it has not yet been accepted by from the Temporary Assignee, or if the assignment has been accepted by a member of a Member List but should again be available for acceptance by any member of the Member List. Click OK to confirm. The review responsibility is transferred to the original Subject Matter Expert. You must be either the original Subject Matter Expert assigned to the review, a member of the Member List assigned as the Subject Matter Expert, or be a Document Center Administrator to perform this action.	-
Change Order > New Change Order	Creates a change order and connects this quality system document to that change order. You can only create a change order if the quality system document is in the Draft, Released, or Superseded state. You must be a Document Center Administrator for the responsible organization, or the Subject Matter Expert for the quality system document. Click OK to clear the confirmation message.	Creating a Change Order
Change Order > Existing Change Order	Attaches the selected quality system document to an existing change order. The selected quality system document must be in the Draft, Released, or Superseded state. Click OK to clear the confirmation message.	About 3DSearch Queries
Change Request > New Change Request	Creates a change request and associates the selected quality system document with the new change order. The selected quality system document must be in the Draft, Released, or Superseded state. After creating the change request, edit its properties to add a CO Template, if appropriate.	Creating a Change Request
Change Request > Existing Change Request	Attaches the selected quality system document to an existing change request. The selected quality system document must be in the Draft, Released, or Superseded state. Edit the properties for the change request to add a CO Template, if appropriate.	About 3DSearch Queries