Help Centre

Compliance Calendar & Review Scheduling

Keeping policies current is a regulatory requirement under frameworks like ISO 27001, SOC 2, and GDPR. The PolicySuite compliance calendar gives you a centralised view of every upcoming review, attestation deadline, and distribution due date — so nothing slips through the cracks.

1. What the calendar shows

The compliance calendar aggregates three types of events into a single timeline:

Each event type is colour-coded so you can scan the calendar at a glance. Overdue items are highlighted in red, upcoming items within 7 days appear in amber, and future items display in their standard colour.

2. Viewing the calendar

Navigate to Calendar in the left sidebar. The calendar opens in month view by default, showing all events for the current month. You can switch between:

Click any event on the calendar to see its full details, including the associated policy, the responsible owner, and the current status.

3. Upcoming reviews

Policies that are approaching their review date are highlighted on the calendar with a review icon. When a review date is within 30 days, PolicySuite automatically sends a reminder email to the policy owner. A second reminder is sent 7 days before the review date if no action has been taken.

To mark a policy as reviewed, open the policy and click Complete Review. You can either confirm the policy is still current (which resets the review clock) or begin editing it to create an updated version. Both actions are logged in the audit trail.

Tip: Stagger your review dates across the year rather than setting them all to the same month. This avoids a bottleneck where dozens of policies come due at once. When you first set up PolicySuite, spread reviews across quarterly intervals.

4. Setting review cadence

Each policy can have its own review cadence. To set or change the cadence, open the policy and navigate to the metadata panel on the right. Under Review Schedule, choose from:

When you change the cadence, PolicySuite recalculates the next review date from the most recent review and updates the calendar automatically.

5. Integration with the policy lifecycle

The calendar is tightly integrated with the broader policy lifecycle. When a review date passes without action, the policy is flagged as Overdue in both the calendar and the Policies list. Overdue policies display a red badge and are surfaced at the top of the compliance dashboard.

Compliance admins and org admins receive a weekly digest email summarising all overdue reviews, pending attestations, and incomplete distributions. This digest links directly to each item so you can take action immediately.

If your organisation uses approval workflows, completing a review that includes policy changes will route the updated draft through the standard approval process before it can be republished.

6. Filtering by type

Use the filter controls at the top of the calendar to narrow down what you see:

You can combine filters — for example, showing reviews and attestations but hiding distributions. Filter preferences are saved per user, so each team member can configure their view to focus on what matters most to their role.

Still need help?

Email our support team at support@policy-suite.com — we typically respond within 24 hours.

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