If you've set up a review period for vital records in the record category or folder, you
can review this for individual records.
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When a record is due for review hover over it in the File Plan.
Tip: You can search for vital records using the Records Search on the More menu. Records that are due for review will display a warning symbol in the search results.
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Click Reviewed.
A message displays saying that the record has been successfully reviewed. The review date is displayed in the record audit log.