The workflow
An administrator records a document category, related employee or entity, and the date that needs attention. An authorised reviewer checks the source and updates the recorded details.
A useful result
Review upcoming and overdue records to plan follow-up. Store a new version when a replacement arrives and retain the previous document history.
Requirements and limits
Decide which roles may access personal records and how long each document type should be retained. Do not treat an extracted field as verified until a reviewer checks it.