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Reviewing vital records

If you've set up a review period for vital records in the record category or folder, you can review this for individual records.
Users with Records Manager permissions receive a notification email when vital records are due for review.
  1. When a record is due for review hover over it in the File Plan.

    Tip: You can search for vital records using the Records Search on the More menu. Records that are due for review will display a warning symbol in the search results.
  2. Click Reviewed.

    A message displays saying that the record has been successfully reviewed. The review date is displayed in the record audit log.

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