Complete your quarterly review
Compliance drifts when tools change and nobody updates the record. The quarterly review is a short, recorded check that your register and documents still match what you actually do.
Updated May 2026
Why it exists
A register is only useful if it is current. New tools get adopted, uses change, and an out-of-date record is worse than none because it looks done when it is not. The quarterly review is a deliberate moment to confirm reality, and it leaves a dated record in your audit log that you did.
What you confirm
Open Quarterly review and confirm three statements. You can add a note for the record, then sign off.
If one of the statements is not true, fix it first. Add the missing tools, reclassify what changed, or regenerate a document, then come back and sign off.
Who can sign off
Owners, Admins, Editors, and Reviewers can sign off a review. Auditors have read-only access and can see past reviews but not sign them. On the Business plan and up, Veillo reminds you when a review is due. See roles and your team.
How the roadmap derives your duties from your register, how the weighted health score is calculated, and how to work through it.
The five roles in Veillo (Owner, Admin, Editor, Reviewer, Auditor), what each can do, and how to invite teammates or give an external auditor read-only access.
Why some Veillo documents are generated once for the whole company and others once per high-risk system, and what that means when your register changes.
Still need help?
Get in touch and a human will answer, or book a short walkthrough.