Breadcrumbs

Configuring review date or alerts for an Instance/Term

All collection instances and terms can be configured with a review date, a review period and a next review date.


Setting up the review date

Go to side panel on the Term Profile page

  • Under the Details panel, select the review date to set when the term was reviewed

  • Set a review frequency. Options include

    • 90 days

    • 180 days

    • 365 days

  • Next review Date is auto calculated by adding the review frequency to the review date

image-20260316-035350.png

Setting up a Upcoming Term review date alert

Using Search, you can configure a filter that can identify Terms with upcoming review dates. The out of the box options is

  • Next 7 days

  • Next 30 days

Save the search as a filter and configure an alert to send you (and others) the list of terms that have an upcoming review date

image-20260316-035715.png



Setting up an Expired Term alert

Using the same approach as above, configure the search criteria to look for the next review dates that are in the past.

  • To find ANY expired terms, use the Between filter type on Next Review date.

  • Set the filter to Start of time to Now (to find all dates in the past).

image-20260316-064903.png