Overview
Document Owners can schedule and perform periodic reviews for Controlled Documents within CQ. Periodic reviews help ensure that documents remain accurate, relevant, and compliant with organizational and regulatory requirements.
During the review process, Document Owners have three decision options:
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Continue Use – If the document is still valid and requires no changes.
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Revise – If the document is no longer valid and needs updates.
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Retire – If the document is no longer applicable and should be removed from active use.
By following this process, organizations can maintain document integrity and ensure that only current and approved information is available for use.
How to Articles
In this section, you’ll learn how to:
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Schedule Periodic Reviews as the Document Owner.
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Perform Reviews with conclusion of Continue Use as the Document Owner/Reviewer.
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Perform Reviews with conclusion of New Revision as the Document Owner/Reviewer.
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Perform Reviews with conclusion of Retirement as the Document Owner/Reviewer.
Each topic includes step-by-step instructions, screenshots, and best practices to help you navigate the periodic review process efficiently and in alignment with your organization’s quality management goals.
Let’s get started with mastering periodic reviews for effectiveness in Controlled Document records.
Summer 2026