Location Administration roles and above can modify the location document owner. When the owner is selected, it displays as a hyperlink using the user display name as the text. Click on the name can allow one to change who the document owner is. If no owner is selected for the location, [Review] is displayed. If user level is below Location Administration then the Location Owner is displayed as text. If the logged in user is Location Document Owner and no review has been created, the user sees [Assign Owners], otherwise the user should see the last reviewed text as a hyperlink. If the user is not the location document owner, they will only see the last reviewed or not reviewed text. Corporate users can manage the Frequenciesin Frequency Administration. This will need to be set up for Policy Administration Reviews. The default frequency will be set to 12 months (annual). If you do not have frequencies set up or do not use them, set up a frequency to 12 months and it will default to annual.
As an example, Allen Becker will be our user logged in.
1. At this point you'll see that Allen Becker is the Location Document Owner for WEC Grains - Falls City NE & that he reviewed the document on March 18th 2010.
2. Since Carl Clark has not reviewed his policy it will be highlighted in red.
3. If you're assigned a policy and it has not been reviewed this is what you will see.
You can assign owners if you have the appropriate role. To change owners click on their name (displayed as a hyperlink) and change accordingly.
1. Clicking the "edit" button will allow you to edit the policy. 2. Clicking on [Versions] will bring you to this screen: Here you can compare versions and see when the policy was changed, why it was changed, and who updated the policy. This will create a new review date that coorilates with the review frequency.
3. Click on [Review(s)]and you will see something similar to this: If you click on "add new review" you can complete the review.
[Review] is displayed. If user level is below Location Administration then the Location Owner is displayed as text.
[Assign Owners], otherwise the user should see the last reviewed text as a hyperlink. If the user is 
[Versions] will bring you to this screen: Here you can compare versions and see when the policy was changed, why it was changed, and who updated the policy. This will create a new review date that coorilates with the review frequency.
[Review(s)]and you will see something similar to this: If you click on "add new review" you can complete the review.
