Review campaigns

A register is only as good as its last check against reality. With review campaigns, an administrator asks all owners to check and confirm their records by a deadline. The result is dated evidence that the documentation is reviewed regularly: exactly what accountability and review intervals require.

What can be reviewed

How a campaign runs

1. 1An administrator starts the campaign with a title, object types, a deadline (today at the earliest, at most one year ahead) and optionally a department filter.
2. 2Each record in scope is assigned to the person it names as responsible, if they have an active user account. Records without an assignable person go to the administrators.
3. 3Everyone involved receives an e-mail invitation and sees their open records in the review campaign view.
4. 4For each record, the person confirms "reviewed: current" or "reviewed: updated". The confirmation appears in the record’s audit log, next to its edits.
5. 5Reminders go out 7 days and 1 day before the deadline and once after it has passed; then the administrators receive an escalation listing all open records.

Manage and evaluate

• Progress per person, manual reminder, reassign records, cancel the campaign.
• CSV export of the status (prepared for Excel).
• Recurring campaign: at most one schedule per organisation, every 6, 12 or 24 months. The campaign starts automatically and carries month and year in its title.
• If a record is deleted during the campaign, it no longer counts.