Once you have created your Periodic Review questions, you can then go on to complete a Periodic Review record.
To access the Periodic Review Module, from the Home Page click Modules followed by Periodic Review.
The first section of the record allows you to record the details of the review, including Reviewer, Date etc.
You will then need to work your way through the questions, ensuring each is answered as required.
Some questions may require you to select Yes, No or N/A.
Or you may be required to provide a written answer in a free-text field.
Answer all the questions, and then click Yes or No to confirm as to whether and Remedial Action is required.
If you select Yes, a free-text field will then open to allow you to record the details of the required action(s).
If you indicated that no Remedial Action was required, the record will now save. However, if you indicated that Remedial Action was required, you will now be prompted to schedule a Periodic Review Remedial Action Task.
Enter the Task Details in the 'Remedial Action Details' field and click Schedule Task.
Note: The Remedial Action Details field will automatically pull from the details you provided on the record, however can be amended should you require.
The task will then be scheduled for the Assigned User and the Periodic Review record saved.
For details on how to complete a Periodic Review Remedial Action Task, please see Complete a Periodic Review Remedial Action Task.
Should you need any further support please contact the team at firstname.lastname@example.org or call 01206 321 391.