Review Owners & Cycle

Who is a Review Owner?

A Review Owner is the  individual on your team who is responsible for updating a particular Q & A pair.

What are Review Cycles?

Review cycles are the predefined timelines for when Q & A pairs should be reviewed and updated. These cycles outline when you should revisit and reassess particular Q & A pairs to ensure they remain accurate, and up-to-date. By default, the review cycle is 180 days. However, you can customize this by following the steps mentioned here (insert link).

Set Review Owners:

Note: Only App admins and editors can set review owners.

1. On the SecurityPal App, navigate to the ‘Knowledge Library’ tab available on the left-hand side menu
2. Search for the relevant Q&A pair from the Knowledge Library to edit
3. Click on the ‘Edit’ icon available on every Q&A pair (extreme right)
4. Click on the ‘Owners’ input
5. Select users to be the Review Owners
   1. Only App admins and editors can be review owners.
6. Click on ‘Update’

Check out this video for reference

Set a Custom Review Cycle:

1. On the SecurityPal App, navigate to the ‘Knowledge Library’ tab available on the left-hand side menu
2. Search for the relevant Q&A pair from the Knowledge Library to edit
3. Check ‘Custom’ under ‘Review Cycle’
4. Set a custom review cycle for this Q&A Pair (in days)
5. Click on ‘Update’

Set Default Review Cycle:

Note: Only App admins and editors can set default review cycle

1. On the SecurityPal App, navigate to the ‘Knowledge Library’ tab available on the left-hand side menu
2. Click on the ‘Settings’ option on the top
   
3. Type the required review cycle (in days) in the ‘Default Review Cycle’ option to set as default
   
4. Click on ‘Save’

Add a Review:

1. On the SecurityPal App, navigate to the ‘Knowledge Library’ tab available on the left-hand side menu
2. Search for the relevant Q&A pair from the Knowledge Library to edit
3. Check the ‘Mark Reviewed’ box
4. Set the review date and reviewed by (these are today and yourself by default)
5. Click Update

Bulk Actions

Various  actions like Tagging, Archiving, Add Review, Update Review Cycle, Assign Owners, and Merge can be performed in bulk.

Select one or more Q&A Pairs or Documents and click on one of the available actions above the table.