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Reviews
The review book for the whole practice, where each household's next review date comes from, what counts as overdue, and which fact-finds have gone stale.
Updated 3 September 2026
What this screen is for
Reviews shows every household’s review rhythm in one place: who is due when, what is booked, and what has slipped. It is read-only apart from one control, the Book toggle. Everything on it comes from one call that reads the households table, each household’s compliance record, the firm’s service tiers and the stale fact-find list, so the page and the licensee cockpit can never disagree about who is behind.
The Tier and Status filters at the top narrow every part of the page at once.
Where a household’s next review date comes from
Two things can set the date in the “Next due” column, and the page marks which one did.
- A recorded review. When a review is saved on the household’s compliance register with a “next” date, the household’s next review becomes the latest such date across its recorded reviews. This only happens when the set of reviews actually changed; saving a consent or an advice document alone does not move the date.
- A manual pick in the CRM. A date typed on the household in the CRM is treated as a person’s decision and is pinned. Compliance saves will not move a pinned date, and the page shows a “pinned” tag beside it. Clearing the date in the CRM unpins it.
If the review that was driving the date is deleted, the date is cleared rather than left stale, and the household goes back to the unpinned state so the next recorded review can set it again.
The tier chip beside each household reads “12-monthly” or similar. That number is the tier’s review frequency from the practice’s service tiers, defaulting to twelve months where a tier has none recorded. It is shown for reference; it does not itself set the next review date.
Reading the summary rail
The four cells at the top are counted over the households that pass the filters:
| Cell | Counts |
|---|---|
| Overdue | Households whose next review date is before today |
| Due next 30 days | Next review from today to thirty days out |
| Booked · next 90 days | How many of the households due in the next ninety days have their review marked as booked |
| No date set | Households with no next review date at all |
“Today” is Sydney’s date, not the browser’s.
The calendar and the table
The month strip runs twelve months from the current month, with a count of reviews due in each. Choosing a month shows that month’s grid, and choosing a day in the grid filters the table below to that day. Each household due on a day is marked on it by name: as booked once the review is booked, as overdue if the day has passed unbooked, and as open otherwise. The day itself carries a rule in the colour of its most pressing mark, and at narrow widths the names give way to a count.
The table sorts overdue households first, then by next due date, then by name. A due date in the past is marked overdue; one within thirty days is marked as soon. “Last review” is the most recent review date recorded on the compliance register.
Book marks the review that is driving the next-due date as booked, and saves that on the compliance record straight away. The control appears only when a recorded review’s next date matches the household’s next-due date; otherwise the column shows a dash.
Stale fact-finds
The last panel lists households whose fact-find was last updated more than eighteen months ago, or has never been captured. Households with no fact-find at all sort first and read “never captured”. The list is the same one the licensee cockpit shows, unfiltered.
This panel measures the age of the facts only. How old a recommendation is, which the advice and compliance surfaces report separately, is a different measure and is not counted here.