SOP Bulk Set Next Review Info

This screen allows a faster way to maintain the Next document content review info of multiple SOP items. To filter based on a range of SOPs enter the filter info into the yellow filter row at the top of the grid see filtering data for more help.

This allows you to very quickly update a range of items. Once you have made a filtered selection, tick the rows you want and you can apply bulk updates using the bulk update panel.

Tip

You can watch a YouTube tutorial HERE

Why have a document review date

This acts as a reminder to check that the SOP content is still valid. Most pharmacies would choose to spread the document reviews across the year such as doing 10-20 reviews a month rather than having a mad panic when they receive the audit notice.

Tip

This should not be confused with Staff Reviews where staff acknowledge that they have read and understood an SOP which is defined in the Edit SOP screen for each SOP and staff role combination.

Bulk Update Options

Here you can choose for example a new Next Review Date, the role responsible for the review and the frequency. This way you can quickly filter and update all of the SOP records without very much typing.

This will set all three values to the selected SOPs

This will set the Review Role and frequency on all SOPs that either

• don’t have a next review date
• or the next review date has passed

Tip

It will spread the SOP review date over the next year starting with today’s date. This is a quick way to set the document review dates evenly across the year so that you are not overwhelmed with document reviews.