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This FAQ provides instructions on how to generate the data for Periodic Document Review tasks for further analysis. Two different scenarios are provided below:

In both scenarios, the data is retrieved using the Search for Tasks Assignments feature. The displayed results will include:

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1. Click Search for Task Assignments from the navigation menu

2. Enter the following search criteria:

   1. Process Name: Document

   2. Task Name: Periodic Document Review

   3. Status: In Progress

   4. Depending on the number of tasks, clear out the Max # of Items to DisplayFind to return all results

3. Click Search to display the list of open tasks

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1. Click Search for Task Assignments from the navigation menu

2. Enter the following search criteria:

   1. Process Name: Document

   2. Task Name: Periodic Document Review

   3. Use the applicable date fields to identify the time frame you want to review. In the below example, the search will return all Periodic Document Review tasks created in 2023. Note: the records could have due dates or completion dates outside of 2023.

      1. Created Date From/To: finds task assignments based upon when they were created

      2. Task Due Date From/To: finds task assignments based upon their due date

      3. Completed Date From/To: finds task assignments based upon when they were completed/signed-off

   4. Set any other desired search criteria

   5. Depending on the number of tasks, clear out the Max # of Items to DisplayFind to return all results

3. Click Search to display the list of open tasks

4. Use the Export Results to Excel option to export the data for additional analysis. This export will also include the comments made by the task assignee during sign-off.

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