Blissbook allows you to set expiration schedules for policies so they can be reviewed and updated at a cadence of your choice.
To set an expiration:
In the policy library index, check the policy or policies you want to update
Open the Expiration dropdown
Select "Set Expiration..."
In the pop-up window, you can:
Set when the policy should expire (e.g., annually on January 1)
Choose who is responsible for renewal (e.g., anyone who can publish, a lawyer, owner, approver, etc.)
What happens when I set an expiration?
The responsible person (chosen when you set the expiration) will be sent a reminder every Monday to remind them about their expired policies. They'll also see an alarm clock icon on each policy in the policy library.
