Description:

Most people think of document review as something reserved for policies — but what if it could do so much more? In this episode, Areaka explains how she uses automated document review not just for policies, but for all accreditation proofs. From reducing mental load to spreading responsibility across the agency, this simple feature can completely change how you manage updates, reminders, and compliance over time. If you’re still tracking renewals in spreadsheets, calendars, or your own head, this episode is for you.

Timestamps:

0:00 Introduction and why document review shouldn’t stop at policies

0:58 What automated document review is and how the frequency options work

1:55 Choosing “every” reviews and setting cadence correctly

2:24 Why workflows should always be assigned to positions, not people

3:35 How review workflows actually function when the date arrives

4:40 Why turning proofs into PowerDMS documents is a game changer

5:35 Spreading responsibility across the agency with automated reviews

6:20 Benefits from an assessor’s perspective and documenting no occurrence

6:58 Final thoughts and why this feature pays dividends over time

Companion Document:

Automated Document Review in PowerDMS

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