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Overview
💡This section is only available to the Manager profile💡
The Annual Review section is structured to document and track the yearly review of processes, procedures, and compliance within the facility:
- Annual Review Details – Summary of the review, including key findings, assessments, and evaluations
- Completed By – The individual responsible for conducting or recording the review
- Comments – Additional observations, notes, or recommendations
This section centralizes annual review records for consistency and traceability.
Why it matters
It ensures that processes and systems are regularly evaluated for effectiveness, identifies areas for improvement, supports continuous compliance with standards, and provides documented evidence for audits and management oversight.
Step-by-step actions
1 — Open the Annual Review Module
From the left-side dashboard menu, click on the Annual Review icon to access annual review–related tools and records.
2 — View the Annual Review Checklist
At the top of the page, click the green “View Annual Review Checklist” button.
This opens the list of existing annual review checklists.
3 — Create a New Annual Review Checklist
To create a new checklist, click the “Create Annual Review Checklist” button.
A form will appear where you can:
- Enter the list of the checklist
- Define the location
- Enter a comment
Once completed, click Submit — the annual review checklist is now created and available for use.
4 — Modify an Existing Annual Review Checklist
To update an existing checklist, locate it in the list and click the green pen icon beside its name.
This allows you to edit the checklist name or task frequency as needed.
5 — Delete an Existing Annual Review Checklist
To delete an annual review checklist, locate it in the list and click the red trash icon beside its name.
This permanently removes the checklist from the system.
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