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• When a document is uploaded into the Document Management section of Radar Healthcare, you can choose whether it will need to be reviewed again at a future date or not. 

• If a document is awaiting review, it will show as Pending in the document folder.

Reviewing a Document

• If you have been assigned as the Reviewer for a document, the document will appear on your dashboard once the pending period is reached. Select the task from this list to be taken to the document details page.

• Here you can see the document awaiting review, along with other details such as the version history. Click on the document link to download the current document. 

• To review a document, you must upload a new version. To do this, select ‘Upload new version’.

• Enter the details for the new version, including the new version number and details of any changes made.

• Enter the details for the document and select ‘Next’.

• You will be asked to re-confirm the details for Approval, Ratification, Review, and the Permissions. 

Setting Approval Details

• If the new version of the document needs to go through an Approval process, select Approval required and enter the details accordingly.

• If the new version of the document does not need to be approved, select Approval not required.

Setting Ratification Details

• If the new version of the document needs to go through a Ratification process, select Ratification required and enter the details accordingly.

• If the new version of the document does not need to be ratified, select Ratification not required.

Set the Next Review Details

• Set when the next document review needs to take place. 

• Set the Review date - the date by which the document needs to be reviewed

• And the Review period - this is the pending period - how far before the review date does the document need to flag as pending on the reviewer's dashboard.

• If no future review of the document is required, select No review required.

Updating Document Permissions

• Finally, if the permissions for the document need to be updated, you can do this here. If no changes are needed, select Complete.

• The new version of the document will now be uploaded - the document will now either be in Draft form (awaiting approval and/or ratification if these settings were selected), or it will be published and visible to all users with the relevant permission. ,

• Previous versions of the document will still be visible to users with the Admin Documents permission, under Version History.