Owners and review dates

Company documents go out of date when nobody looks after them. CORA tracks an owner and a review date for each maintained document, so she and your team can tell whether a source is still current.

Freshness states

• Unowned (shown as No owner): nobody is accountable for the document. This state wins whatever the dates say.
• Unreviewed (Not yet reviewed): the document has an owner, but nobody has marked it reviewed.
• Current (Reviewed): reviewed, and the next review is more than 14 days away or no reminder is set.
• Due soon: the next review is within 14 days.
• Overdue: the review date has passed.
• Stale (Needs updating): 30 days or more past the review date. Treat it as risky.

Assign an owner and a review cadence

Open the document in Knowledge and expand Owner, review and sharing settings. Under Knowledge governance:

1. Choose the Type: General document, Process, Policy or Work instruction.
2. Use Assign owner to pick the accountable member.
3. Choose a Review cadence: Monthly, Quarterly, Semiannual, Annual or No reminder.
4. Select Save governance.

Only workspace owners, admins and the assigned owner can change these settings.

Mark a document reviewed

When the owner has checked that the document is still true, add a short review note about what changed or why it is still accurate, then select Mark reviewed. CORA records who reviewed it and works out the next review date from the cadence. Editing a document's content clears its review status, so an edited document needs a fresh review.

When a review comes due, CORA reminds the owner. Workspace settings -> Knowledge sources shows how many reviews are open.

What CORA does with stale sources

CORA does not quietly treat old guidance as current. When an answer relies on an unowned, unreviewed, due soon, overdue or stale source, she says so briefly and recommends a review. In the answer's citations, an overdue or stale source carries a warning to check the point with its owner before acting on it.

Company memory follows a simpler rule: a memory is due for confirmation 90 days after it was last confirmed, needs no personal owner and has no due soon stage. See Company memory.