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audit alert reminders

(6 posts)
  • Started 2 days ago by maurice0822
  • Latest reply from jaxkookie

  1. maurice0822
    Member

    I have a bunch of documents that need to be audited every six months. This their a way that a reminder can be set up to remind the owner of the docuemnt that its time to review the document?

    Posted 2 days ago #

  2. Toni
    Moderator

    You could create a view in that document library with the following filter:
    Modified column
    is less then
    [Today]-180

    and then create an alert on top of that view to alert the owner.

    The alternative path might be to create a workflow with a reminder and task to update the document.

    Posted 2 days ago #

  3. laura67
    Moderator

    Also...
    If you have MOSS, you can use the information management policy settings in the document library. You can set it to: Modified Date + 6 months. Then, make it kick off a workflow at that point. Use an OOB one, or create your own "review" workflow that will "Collect data from a user" in the workflow.

    Laura Rogers
    http://spinsiders.com/laurar

    Posted 1 day ago #

  4. maurice0822
    Member

    Laura67
    We dont have MOSS here so I can't do that option.

    Toni
    How can I create a workflow with reminder and task to update the doc?
    Excuses my ignorance but I'm new to SharePoint and they just through me in.

    Mauricio

    Posted 1 day ago #

  5. jaxkookie
    Member

    I have a list we use for reports we have to run. Although the reports are ran on different days and schedules I have 2 reminders going out. One on the day before it is due and one on the day it is due. So you need at least one date field (START DATE), maybe a status field and a calculated field (NEXT). the calculated field will calcualte the NEXT date for review (Something like =[START DATE] + 180). Set the wf to pause until/run on this next date. when the wf runs one of its action will be take the next date, and update the start date with the next date value. Maybe reset the status and sent your message out.

    Posted 14 hours ago #

  6. jaxkookie
    Member

    also, be careful using the wf to update a list item. you could get caught in the endless cycle. Thats Why I use a status field. wf updates the status, then pauses. There are multiple ways to accomplish this. just be careful

    Posted 14 hours ago #

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