Incident Workflow – Review Object

Owned by amani imtiyas
Last updated: Jan 19, 2024
3 min read

You can setup regular incident reviews which are scheduled via the review object tab. This ensures they are up to date as per the progress made in the Incident Action Plan.

  • STEP 1: Click the Review tab from within the incident you want to set up a review for.

  • STEP 2: Set the 'Review Frequency' based on your preference for the record.

Notes:

  • If the 'Review Frequency' is selected as 'As Required' from the dropdown, the 'Next Review Date' will be overridden and not considered.

  • This will be true although 'Edit' permissions have been granted to 'Next Review Date' under Incident Settings > User Roles > Permissions > Review object > Edit role OR 'Next Review Date' being enabled via Incident Settings > Object Configuration > Review object > Next Review Date field > Is Enabled = true.

  • Review Frequency values can be configured under Incident Settings > Review Frequency. Make sure to leave the wording of the 'Review Frequency Name' to be exactly as 'As Required' without any case changes, for this to function as expected.

  • The Last Reviewed By and the Last Reviewed Date will be a timestamp with the name and the position of the staff who last completed the review. Any reviewer can add a review comment as well. 

Note: The Last Reviewed By field will display the text 'please select' and will be non-editable until a review is done. The Last Reviewed Date field will be empty until a review is done.

  • The Next Review Date will automatically pick up the next available date as per your specified frequency when it is next reviewed. However, you can modify the date using the calendar control if you have the permissions to do so.

  • Review Status will flag a record as Upcoming or Overdue for review depending on whether a review is done as per the Next Review Date or not.

  • STEP 3: To complete the review click the Complete Review button. However, the user can add periodic review comments and save a record as many times as needed prior to completing a record.

Figure 1.1
Figure 1.2

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