Add a new idea Subscribe
Status Not Planned
Created by Guest
Created on Aug 13, 2019

RELATED IDEAS

Process Review - Reviewed It vs Publishing Changes

Currently for an 'Out of Date' process:

If no changes are required, the Process owner/expert will go into their "My Reviews" page, click "Reviewed It" and provide a comment like "No changes required".

If changes are required, the Process owner/expert will go into the process, make the necessary changes and get it published. However this still required the Process owner/expert to go back into "My Reviews", click "Reviewed It" and provide a comment (which will be the same comment as the comment left for submit for approval).

Suggestion would be to:
a.) make the review date be (re)calculated from the latest publish date
b.) have the 'Out of Date' process disappear once changes have been made and published (I guess this would happen if a. has been implemented)
  • Attach files
  • Guest
    Reply
    |     Sep 7, 2022
    I have often thought it would be appropriate for the review date to be advanced each time a process is re-published. Howeve,r re-publishing isn't always due to changes being made to the process. eg When roles are merged or global process owner/expert changes are made the process is often re-published but the process has not been reviewed, so advancing the review date in these instances isn't appropriate.

    I do agree though that it seems onerous for Process Owners and Experts to have maps they've updated in the last 12 months still appear as requiring review.
  • Guest
    Reply
    |     Sep 7, 2022
    Updating on this feedback, not sure if it was implemented or if the feature has always been there and most of us had no idea.

    It seems like we can auto push the review date back another x (default value set) months by having 'Explicit Reviews' turned OFF in Admin > Configure > Process Editting > Enable explicit process reviews (Default: On) > OFF

    I had no idea until recently.
  • Guest
    Reply
    |     Sep 7, 2022
    It would be great to have a checkbox option to "Update review date when approved" when publishing a new version (submitting for approval). Publishing to change the process owner/expert or similar changes wouldn't warrant a change to the review date as noted below but is quite annoying having to either manually override the review date (not ideal for new or inexperienced users) or review a process that may have been updated very recently.
  • Guest
    Reply
    |     Sep 7, 2022
    I understand that the review date still stands because this encourages a proper process review. If the review date was from a publish date a small update like a capital letter being amended would change the due date of the review and therefore may never happen?
  • Guest
    Reply
    |     Sep 7, 2022
    I agree with Henrietta, having a "Reviewed" check box on the screen where we put a Change Summary (similar to documents) would be great so our process owners and experts don't need to double handle.
  • Guest
    Reply
    |     Sep 7, 2022
    We would agree with this enhancement. The process review date should really reset every time the process is published.
  • Guest
    Reply
    |     Sep 7, 2022
    I agree with this enhancement. The review date should recalculate every time the process is published.
  • Guest
    Reply
    |     Sep 7, 2022
    I strongly disagree with moving the review date each time a process is published. Just because a process has been published, this does not mean that it has been reviewed. It might just have been a change in owner or updating a small detail, that does not mean that the process has been reviewed. I would prefer Henriettas idea where a check box can be flagged to say that a review has been completed.
  • Guest
    Reply
    |     Sep 7, 2022
    This feature is not planned for in our near term roadmap at this stage, however we'll continue to monitor interest, and update the status of this idea as our plans change.