Understanding Review Policies
Why Review Policies
Review policies ensure that published content—policies, procedures, and risk assessments—stays current through scheduled reviews. Instead of manually remembering to review documents, CalmCompliance automatically reminds the right people when reviews are due. This helps you stay compliant (many regulations require periodic review), catch outdated information before it causes problems, and create an audit trail of when content was reviewed and by whom. Review policies are different from approval policies: approvals handle one-time sign-off before publication; reviews handle recurring scheduled checks of published content.
How Review Policies Work
Create a review policy in Settings > Governance > Review Policies
Set the review interval (e.g. 3 months, 6 months, 1 year)
Assign recipients (individuals or groups) who receive reminders
Assign the policy to content when creating or editing a document or risk assessment—select the review policy from the dropdown
CalmCompliance sends reminders when the due date arrives—recipients get email and inbox notifications
Reviewers complete the review—they access the content, check it's still accurate, and mark the review as complete (or make updates first)
The cycle repeats—the next review due date is calculated automatically, and reminders continue on the policy's interval
Each piece of content can have one active review policy at a time. If your site has child sites, you can share policies so all sites use the same review schedule.
Archive, restore, or delete a review policy
Archive a review policy when it has been assigned to content and you want to stop new documents from using it. Archived policies remain linked to existing content and continue to generate review reminders, but they can't be edited and new content can't be assigned to them. Delete a policy only when it has never been used and is still active. For the shared pattern, see Archive, restore, and permanently delete records.
Go to Settings > Governance and select the Review Policies tab.
Use the filter bar to narrow the list: All, Active, Archived, This Site, Inherited, or Shared with Child Sites.
For an active policy that has been used, click Archive to retire it without affecting existing assignments.
For an archived policy, click Restore to return it to active use. It becomes available for new documents or policies again. Existing assignments and review history are unchanged.
For a policy that has never been used, click Delete to remove it completely.
Archived policies cannot be deleted. Restore the policy first if you need to remove it, then delete it while it is active.