clipboard-questionReview a Clause

Mark a clause as reviewed and schedule your next review.

Reviewing a clause records whether your RTO currently meets the requirement and when you'll check it again.


When to Use This

  • After checking your policies and evidence against a clause

  • When auditors ask how you monitor compliance

  • To schedule periodic reviews of each clause


Steps

1

Open the clause

Go to Standardsarrow-up-right, select your standard set, and click the clause you want to review.

2

Click Review

In the Compliance Status section, click Review (or Review Again if it's been reviewed before).

3

Record your findings

Choose whether action is required:

  • No — The clause is met and no changes are needed

  • Yes — There are gaps or issues that need addressing

If action is required, describe what needs to happen in the Findings field.

4

Set a next review date

Choose when you'll review this clause again. RTOSafe creates a task to remind you.

5

Save

Click Submit to record the review.


What Happens Next

  • The clause status updates to Reviewed (green) or Action Required (red)

  • A review task is created for the next review date

  • Your review history is saved — you can expand Review Details to see past reviews

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Common Issues

chevron-rightCan't find the Review buttonhashtag

Scroll to the Compliance Status section on the clause details page

chevron-rightPrevious reviews not showinghashtag

Click Expanded Review Details to see the full review history

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