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How do I perform a review and set the next review date?

Perform a review:

  • Navigate to the Results > Procedure page
  • Search for the desired procedure using available filters
  • Click on the procedure name or click Action > View
  • Once in the procedure details, click Last Review, select the date of the review, and click the green check arrow

The above steps will update the last review date as well as the Reviewed By field to reflect the currently logged in user?

Set next review date:

  • In the procedure details screen, click Next Review
  • Select a date and click the green check arrow

The last review and next review dates can be searched on in the Results > Procedure page to see when reviews were performed and which procedures have an upcoming review.

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Simple But Needed enhances critical elements of your operations by leveraging mobile and web technologies to perform key activities such as tracking assets, performing inspections, and completing other safety and compliance requirements. Our solutions reduce risk, save time, and easily configure to meet existing operational needs. Save time. Do more. Keep it Simple