Request Review / Annual Review

Request Review / Annual Review

This guide explains how to initiate and manage a policy list review request within the Logwise system. It covers how to start a review process, choose whether to notify list members immediately or later, select email templates, schedule notifications, and monitor review progress and delivery.


Through the list menu select the manage confirmations menu item:


Select the “Request review” tab, then decide if you want to inform the list members at the same time as the review is started (“Send notification”) or if you just want to start the review and send a manual group notification at a later stage (“Do not send notification” option).


If you decide to not send a notification then there are no more options and just click the submit button and all list members will be moved to the status of “Review requested”.


If you decided to send a notification, first select the email template you wish to base your message on:


The default option is to send the notification right away but you can also schedule it for a later time or be a recurring event by opening the “Schedule occurrence” dropdown which turns on the scheduling feature. Note that if you have opened the dropdown section the toggle is automatically turned on, if you wish to not schedule the notification you need to turn off the “Use schedule” toggle.


Adapt the email message and click submit once you are ready.


The status of list members is updated to “Review requested” and once they access the link in the email they will have to step through:



When the notification is sent to the list it will create a group notification and you can view delivery progress and email content as usual by opening the mails section (list menu > mails) and then filter the emails based on the recently sent group notification:


Click an email to get more information:


Contact Logwise support if you have any questions or would like to activate this module for your organisation.

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