Set up attestation review for a standard requirement
Admins can configure attestation review directly on an individual standard requirement by mapping it to an existing review policy or creating a new policy while editing the requirement details. After saving, the requirement page shows the current attestation status so you can confirm the setup is correct.
Before you start
You need admin access to the standard you want to configure. If you plan to map an existing review policy, the policy must already exist in your organisation. To create review policies in advance, see Creating Review Policies.
Map an existing review policy
Open the standard requirement you want to configure.
In the requirement details, locate the attestation settings.
Choose to map an existing review policy.
Select the policy you want to use.
Save the requirement.
Create a new review policy
Open the standard requirement you want to configure.
In the requirement details, locate the attestation settings.
Choose to create a new review policy.
Enter the policy details and set the review interval. The policy name must be unique at this site—if you enter a name that already exists, an inline error appears when you try to submit.
Save the requirement.
Once saved, the new policy is linked to the requirement and will appear in your organisation’s review policies.
Review the attestation status
After saving, the requirement page displays the attestation status. Possible statuses include Up to Date, Due Soon, Overdue, Initial Review Due, and Not Configured. For a full explanation of each status and how health is calculated, see Reviews and Attestation in Standards.
How the review policy affects the requirement
The review interval in the policy should match or exceed the interval required by the standard. If the linked policy is less frequent than the standard demands, the requirement will flag a gap even if the latest review is technically up to date.
What to do next
After the standard is adopted, the site manager can assign recipients and manage the review cycle from Managing Review Cycles. For more about configuring requirements, see Configure Standard Requirements.