Better Compliance: Periodic Review

Today we're introducing Periodic Review —the new industry benchmark for ensuring with absolute certainty, that your documented standards are current.

What is Periodic Review?

Periodic Review revolutionizes the way companies ensure the integrity of their documented standards. Now, Dozuki enables automatic recurring review of any Guide, guaranteeing that your standards are meticulously audited at all times. By implementing Periodic Review, you can rest assured that your procedures are continuously up-to-date, compliant, and aligned with your current best practices.

Historically, you may have only reviewed your standards due to audit findings, internal non-conformances, customer complaints, new or revised regulations, or engineering changes. With Periodic Review, these unscheduled events are no longer the impetus for review, as scheduling automatically ensures your standards never slip through the cracks.

Gone are the days of manual reviews and the risk of overlooking crucial updates. 

Now, you have the power to set a review cadence globally, ensuring a standardized approach across all your Guides. This global setting acts as a default, but you also have the option to customize the review schedule for each individual Guide. This level of control allows you to tailor review frequencies based on the unique requirements of each procedure, giving you utmost flexibility and adaptability.

This is new functionality offered within our Document Control module and it's available now. 

How do I setup Periodic Review?

There are two ways to control the Periodic Review cadence.

First you have a global setting that acts as the 'default' site-wide. Once enabled, you can control the global settings from within Manage > General > Periodic Review:

Additionally, the Periodic Review cadence can be customized at the individual Guide level. This provides another layer of flexibility as every Guide can have it's own review schedule:

When Should I Schedule Reviews?

Often we see our customers wanting to review somewhere between every one to two years. However, there is no one-size fits all criteria for determining review intervals.

You may already be reviewing your documented standards for a variety of unscheduled reasons. Some examples:

1. Audit findings
2. Internal non-conformance
3. Customer complaint
4. New or revised regulations
5. Engineering changes
6. ISO Guidelines (ex. 13485, 9001, etc)

However, since it's not guaranteed that every standard will be reviewed through situations that unfold via normal day to day operations -- Periodic Review ensures your standards never fall through the cracks.

Additional Details

For our release notes and help documentation related to Periodic Review, please visit our Product Road Map Portal.