Review a Clause
Reviewing a clause records whether your RTO currently meets the requirement and when you’ll check it again.
When to Use This
- After checking your policies and evidence against a clause
- When auditors ask how you monitor compliance
- To schedule periodic reviews of each clause
Steps
Open the clause
Go to Standards, select your standard set, and click the clause you want to review.
Click Review
In the Compliance Status section, click Review (or Review Again if it’s been reviewed before).
Record your findings
Choose whether action is required:
- No — The clause is met and no changes are needed
- Yes — There are gaps or issues that need addressing
If action is required, describe what needs to happen in the Findings field.
Set a next review date
Choose when you’ll review this clause again. RTOSafe creates a task to remind you.
Save
Click Submit to record the review.
What Happens Next
- The clause status updates to Reviewed (green) or Action Required (red)
- A review task is created for the next review date
- Your review history is saved — you can expand Review Details to see past reviews
If you marked a clause as needing action, you can create a Continuous Improvement to track the work.
Common Issues
Can't find the Review button
Scroll to the Compliance Status section on the clause details page
Previous reviews not showing
Click Expanded Review Details to see the full review history