This article explains how to amend (edit) a Record Review (a scheduled task assigned to a reviewer to validate that a module record's information remains current and accurate) date on an existing Assure module record. The process is accessed via the record's Menu Cog (the cogwheel icon on a record row in the module list view) and applies to any Assure module where reviews are configured. The user must hold the Override Review Role Permission to edit a review's Due Date or Reviewer.
| An active Assure user account with access to the relevant module. |
| The Override Review Role Permission (which allows editing of the Review Due Date and the assigned Reviewer on a module record) must be set to Allow on the user's role. |
| Note: Without the Override Review Role Permission, the Edit option within the Reviews panel will not be available. |
In the relevant module list view, locate the record whose review date you wish to amend.
Click the three-dot icon (the More Options button) next to the record.
From the dropdown menu, select Reviews.
A list view appears displaying the following details for each review:
- Due Date (the date the review is scheduled to be completed)
- Reviewer (the Assure user assigned to complete the review)
- Complete Date (the date the review was marked as complete, if applicable)
Click the Three dots icon button on the review entry you wish to amend.
From the Three dots icon drop down menu, click Edit.
On the Edit page, click the calendar icon next to the Due Date field and select a new date.
Click Save & Close to confirm the updated review date.
| Amending a review date does not complete or delete the review. The review remains active with the updated due date. |
| The Review Manager (a centralised area in Assure accessible via the Tasks menu that aggregates all record reviews assigned to a user into a single view) provides an alternative location for editing review dates across all modules in one place, and also requires the Override Review Role Permission. |
| Review dates can be set against records across all Assure modules where the review functionality is enabled. |
| If the review has already been marked as complete, a new review would need to be created rather than editing the completed one. |
AI Metadata
- Product Area: Assure - Record Management, Task Management, Review Workflow
- User Role: All Assure users with the Override Review Role Permission; Health and Safety Managers; EHS Coordinators; System Administrators
- Tags: Review Dates, Amend Review, Override Review, Record Review, Due Date, Reviewer, Menu Cog, Edit Review, Review Manager
- Version/Region: All Assure versions; all regions
- Important Synonyms:
- Record Review = scheduled review, review task
- Due Date = review due date, review date
- Menu Cog = cogwheel icon, gear icon, cog menu, three-dot menu
- Amend = change, edit, update, modify
- Override Review = edit review permission, review edit permission
- Suggested Embedding Keywords: amend review date Assure, change review due date, edit record review date, override review permission, how to change reviewer Assure, update review date module record, Assure review date edit, review due date change
- Relevant Modules and Cross-Module Implications: This procedure applies across all Assure modules where record reviews are configured (for example, Incident Record, Risk Assessment, Audit, Equipment Register, Vehicle Register). The Override Review Role Permission is not module-specific and applies globally across all modules where the user has access. Reviews can also be managed centrally via the Review Manager (Tasks menu), which spans all modules.