Review and expiry dates

Set the dates

Each record has two separate dates: Next review and Expiry. Set them when you upload, or later with Edit filing and responsibility.

See what is due

The library's Review and expiry work panel lists every scheduled date on the records you can access:

• Due: the date is today or has passed.
• Upcoming: the date is still ahead.
• Completed with evidence: someone recorded the work for that date.

With no dates set it shows No scheduled work.

Record the work

On the record, under Complete investigated work, choose the Work item (Review date or Expiry date), describe what you checked in Evidence of investigation, and press Record completion. Chest keeps the evidence with who recorded it and when. Completing work never deletes or changes the record itself.

When the next review or a renewed expiry is due, set the new date on the record; it appears on the list again.