This documentation supports the 18.05 version of Knowledge Management.

To view the latest version, select the version from the Product version menu.

Scheduling reviews

The review date is an optional feature that indicates the date on which a Published knowledge article is marked for validity review. Until an article is published, the Review Date field is hidden.

When the review date arrives, a message notification is sent to the article's assignee to indicate that a review is required. If the article is reviewed and found to still be valid, only the assignee or users with Knowledge Admin permissions can set a new review date for the next review.

If the review date occurs in the past, a notification is sent every day until either the value in the Review Date field is updated to the next review date, the value is cleared, or the article status is changed to Retire Approval.

If a new version of the article is created, the review date of the earlier version remains active. When the new version becomes the new Published article, the default review date is applied to that article. The status of the earlier article is changed to Closed Version, and no further review date notifications are sent for it.

Perform this process to manually set the review date.

To set a review date

  1. Open the article that you want to schedule a review for.
  2. Click the Details tab, and select the Date/System sub-tab.
  3. Click the Next Review Date field, open the calendar, select a date and time for the next review, and click OK.
  4. Click Save.
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