Setting Up Review Schedules
Why Review Schedules
Review schedules determine when content is due for review and how the cycle repeats over time. When you assign a review policy to content, CalmCompliance automatically calculates the first due date, sends reminders when it arrives, and recalculates the next due date when a review completes—so you never have to track it manually. This keeps content current, supports regulatory compliance (many regulations require periodic review), and creates an audit trail. The schedule is driven by the policy's interval (e.g. 3 months, 6 months, 1 year).
How Review Schedules Work
Assign a review policy to content (document or risk assessment) when creating or editing it—select the policy from the Review policy dropdown
The first review due date is calculated as: today + the policy's interval
For newly published content, the schedule starts from the publication date
For existing content, it starts from when you assign the policy
When the due date arrives, CalmCompliance sends email and inbox notifications to all review recipients
When a reviewer completes the review, the next due date is calculated as: completion date + policy interval
If reviews are completed late, the schedule shifts forward—the interval stays the same, but the dates drift slightly
The cycle repeats indefinitely until you remove the policy or archive the content
Changing or Removing Schedules
Change the interval: Edit the review policy in Settings > Governance > Review Policies. Changing the interval recalculates the next review due dates for all content using that policy—consider the impact before changing.
Switch to a different policy: Edit the content and select a different review policy. The old schedule stops; the new one starts with today + the new policy's interval.
Remove the schedule: Edit the content and clear the review policy assignment. The schedule stops; review history is preserved.
Common Questions
Can I set a specific review due date instead of an interval? Yes, but only before the first scheduled review is completed. Admins can manually override the next review due date on a document or risk assessment and reset it back to the automatic schedule later. For details, see Change or reset a review due date. For a one-time review outside the regular schedule, create an ad-hoc review instead—see Managing Review Cycles.
What happens if a review is completed late? The next due date is calculated from the completion date, not the original due date. The schedule shifts forward, but the interval stays correct.
Can I pause a review schedule? Yes. Remove the review policy from the content. When you're ready to resume, reassign the policy and the schedule restarts.
What if I want immediate review for existing content? Create an ad-hoc review instead of (or in addition to) assigning a review policy. Ad-hoc reviews let you respond to events (e.g. incidents, regulation changes) without waiting for the scheduled date.