How to add a Periodic Review form for a completed project based on schedule?

Pre-requisite: The Periodic Review form can only be created for project that are system released.

Note: We have defined following periodic review period in system release

1. Navigate to 'Master Data' in toolbar and click on 'Periodic Review'

2. Click on 'Add Periodic Review Form' icon

Note: This icon will appear only if project is system released.

3. In the Periodic Review Form, enter the values of all sections as required

Note: The periodic review frequency is copied from the system release certificate

4. Fill the value for 'Conclusion' section and update periodic review frequency if required

5. Click the 'Attachment' icon to attach files section-wise

6. Click the 'Workflow' icon to define the workflow and then click on 'Publish' to publish the document