# Distinguish document expiry from review dates — working record

Blank worksheet. Complete with your own verified evidence; no example finding is pre-approved.
Guide: https://complyfolio.com/evidence-expiry-vs-review-date
Reviewed: 2026-09-23

## Record
- Product / page / release:
- Reviewer:
- Review date:
- Stated validity:
- Source wording:
- Internal review date:
- Reminder date:
- Change trigger:

## Procedure
- [ ] Read the document for any explicit validity limit and record its exact wording.
- [ ] Set an internal review date based on changes and unresolved questions rather than a fabricated legal deadline.
- [ ] Track reminder dates independently from the evidence status.
- [ ] Reassess applicability when a product or source changes, even if the reminder date has not arrived.

## Decision
- Evidence references:
- Actual findings:
- Unresolved questions:
- Next action and owner:
- Retest evidence:

## Review boundary
The correct retention or validity rules depend on the document and applicable requirements.
These are ComplyFolio operational suggestions, not prescribed legal forms or certification requirements.