Compliance Settings – Review Frequency Settings

This settings page will let you define the different review frequency options for records in a register type, which will be displayed in the Review tab. Set an image, colour (to be visible in registers), position of the field in the review tab, frequency type and type count (how many times it will be reviewed for the selected type), and how the next review date should be determined (a specific day or end of that period).

Figure 1.1

STEP 1: Navigate to Framework > Compliance Settings > Review Frequency.
STEP 2: Select the Register Type.
STEP 3: Click on the New button to add a new frequency type, or click on an existing value to edit it.

Field	Description

Field	Description
Review Frequency Name	Define a title for the review frequency name.
Description	Enter a description.
Image	Upload an image for the review frequency value.
Colour	Choose a colour from the colour picker to represent the frequency value.
Position	Define a position the specific value is going to be placed in the review frequency dropdown, in the Review tab.
Type	Define the type of the review frequency. Options are: Year – Will relate the review frequency value as a yearly count. Month – Will relate the review frequency value as a monthly count. Day – Will relate the review frequency value as a daily count.
Count	The count of the above selected type the value should be accounted for. E.g. If Yearly was selected as the type, and '2' was selected as the count, the frequency of the value would be counted as bi-annually by the system.
Set next review date for the period	Define how the next review date for the period is set. Options are: Select the Day for the period – If this is selected, a specific day from the below option should be selected. E.g. If the type was set as Monthly, a day from the month (say 15) can be selected to define the monthly review date. And it will be set to the 15^th of each month. End of the period – If this is selected, the review date will be set to the end of the period. If the type was set as Monthly, the end of the month will be set as the next review date at each review cycle.
Day	Set the day as per the above configuration.

Figure 1.2

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