Review / Approval / Endorse pages

Click the tab (page) across the top of the screen to setup a schedule for reviewing, approving, or endorsing the item.

Schedule Cycles

Choose a radio button option:

• None: No cycle is scheduled.

• Every: A uniform amount of time after the last cycle completes. Choose a number of days, weeks, or years after a cycle completes to start the next cycle. For example, every 60 days (about 2 months) after the last cycle completed.

• On: A specific date, or regularly recurring (repeating) dates. Choose the date, from the drop-down control, to schedule the next cycle. You may optionally click the Recurring cycle option and click the Settings button to schedule a repeating pattern in the Cycle Recurrence dialog box.

Scheduled by

Shows the user that set(s) the cycle schedule.

Options to start cycle

You may either start the cycle manually, or have the cycle automatically started for you. The options are:

• Send notice to scheduler to manually start cycle: An email is sent to the scheduler notifying them that it is time to start the cycle.

• Automatically start cycle: The cycle will automatically be started for the scheduler. The additional options are:

• Remind users of pending actions...: You may choose to send automatic reminders to cycle participants that they have pending actions on a recurring schedule using the number of days you specify.

• Send notice to scheduler when cycle is started: If MailCentral is configured, the scheduler (the user listed in the Scheduled by field) will be notified by email that the cycle has started.

• Set the Approved version to None: If this is an Approval cycle, you may indicate there is no approved version of this document when the new Approval cycle is started.

Send notice of upcoming cycle...

Enables sending email to the scheduler the specified number of days before the cycle is scheduled to start.