Automated review notification

Question

We maintain our knowledge base library in Confluence and would like to implement some notification to occur when a knowledge article requires review.

We'd like to set a next review date on each document and have some form of notification (email, slack channel notification) occur on that date.

is this feasilble or do you have any suggestions on how to achieve this functionality without any add-on?

Adrian Hülsmann - B1NARY · Answer

Hello @Siobhan Finn

Welcome to the community!

Regarding your question, I don't think it is feasible to manually set a "next review date" on each document. In addition, do you want to do this recurrently after each review?

From my experience, it is much better to follow an automated approach and base the review either on the page's activity, which means a page automatically gets a "review required" status if it has not been updated or viewed for a particular time, or establish a periodic review cycle by setting the "review required" status automatically after x days have passed since the last review.

Both of these approaches are built into the review workflows of our content lifecycle app, Breeze, which is available at the Atlassian Marketplace.

It sounds like a perfect fit for your use case, so you might give it a try for free or schedule a demo with me to see how it works.

All the best,
Adrian from B1NARY (we are the developers of Breeze)

Aron Gombas _Midori_ · Answer

If a (potentially free) app is acceptable, then the Better Content Archiving app has been continuously developed for 10+ years to solve this problem!

For example, you can select the next review date through this quick action:

...and send you personalized notifications about the exact list of pages you should review:

The app is very feature-rich, but the most important features related to your use case:

* Set an expiration date for each page separately (or even for a whole page tree).
* Use custom statuses (although there is the default "Expired" status you could use out of the box, or maybe rename it to "To review").
* Send custom notifications.

Plus get a list of pages to review, view status reports, list them using a macro, and so on.

(Discl. it is a paid and supported app developed by our team. Free for 10 users!)

Shawn Doyle - ReleaseTEAM · Answer

You could use automation to send out a reminder email or slack message x number of days after publishing.