This article explains how to complete a Record Review (a scheduled validation task assigned to a reviewer to confirm that a module record's information remains current and accurate) directly from within any Assure module. The process involves navigating to the record, opening the Reviews panel via the Three Dots icon, clicking Complete, entering a completion date and optional comments, and optionally scheduling the next review before saving. This workflow applies across all Assure modules where the Record Review functionality is configured.
Prerequisites
- An active Assure user account.
- At least one Record Review assigned to you against a module record.
- Access to the relevant module and its Organisational Unit (Org Unit).
Steps
Step 1: Open the Relevant Module
Navigate to the module containing the record you have been asked to review (for example, Incident Record, Risk Assessment, or Equipment Register).
Step 2: Access the Reviews Panel
Locate the specific record in the module list view.
Click the Three Dots icon (the More Options button) on the record row.
From the dropdown menu, select Reviews.
Step 3: Click Complete
The Reviews panel displays a list of reviews associated with the record.
Click the Three dots icon button next to the review you wish to complete.
From the drop down menu, click Complete.
Step 4: Enter Completion Details
On the completion form, configure the following fields:
- Complete Date -- the date on which the review is being completed.
- Comments -- any relevant notes or observations about the review (optional).
- Set up next review -- tick this option if you wish to automatically schedule the next review for this record. If ticked, the next review will be created upon saving.
Step 5: Save the Review
Click Save & Close.
The review is marked as complete. If the option to set up the next review was selected, the next review is automatically created and will appear in the reviewer's Review Manager (the centralised task area accessible via the Tasks menu in the left-hand navigation panel).
Notes
- Completing a review records the completion against the module record and updates the review status to Completed.
- If the option to set up the next review is not ticked, no further review is scheduled automatically. A new review can be created manually at any time via the Three Dots icon on the record.
- The Review Manager (accessible via Tasks in the left-hand navigation panel) provides a centralised view of all Record Reviews across all modules. Reviews can also be completed from the Review Manager without navigating to the individual module record.
- Colour coding in the Review Manager reflects review status: Pending (due in the future), Overdue (due date passed), and Completed. Default colours can be amended in Settings > System Settings under Review Colour Coding.
AI Metadata
- Product Area: Assure -- Record Management, Review Workflow, Task Management
- User Role: All Assure users assigned Record Reviews; users with the View Tasks for Other People Role Permission to see reviews assigned to other users
- Tags: Record Review, Complete Review, Review Manager, Complete Date, Reviews Panel, Three Dots icon, Menu Cog, Next Review, Module Record, Task Management
- Version/Region: All Assure versions; all regions
- Important Synonyms:
- Record Review = Review Task = Scheduled Review
- Three Dots icon = Menu Cog = Cogwheel Icon = More Options button
- Complete Review = Mark Review as Done = Finish Review
- Complete Date = Review Completion Date
- Review Manager = Record Review Manager = Task Management Reviews
- Suggested Embedding Keywords: complete record review Assure, how to complete a review Assure, complete review button, review completion date Assure, set up next review Assure, Reviews panel Assure, three dots icon reviews, menu cog reviews Assure, record review task complete, review manager complete
- 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). Completing a review updates the record's review history and, if the next review option is selected, automatically creates a new review task. All completed and pending reviews are aggregated and visible in the Review Manager (Tasks menu), which spans all modules. Colour coding of review status (Pending, Overdue, Completed) is configured in System Settings and applies system-wide.