Repeating record
A repeating record is a record type set to come round on a schedule, such as an access review twice a year or a log review every quarter. In Sted it appears under Repeating records, and a task opens before each due date, so periodic evidence does not depend on someone remembering it.
Where the term appears
The standards do not use the phrase. ISO management system standards ask for reviews, audits and checks at planned intervals and leave the interval to you; SOC 2 auditors then test that each control ran at the frequency you described, across the whole period. Contracts and schemes sometimes fix the interval for you. Sted suggests a frequency for 33 record types and schedules nothing until a first due date is picked. The repeating records page shows how to set one.
Your interval becomes the test
Once a policy says access is reviewed every quarter, a missed quarter is a finding, even if the next review was thorough. Pick an interval you will keep, write the same one in the policy, and treat event-driven records, such as incidents, separately: in Sted they have no schedule and never fall due on their own.
How Sted uses it
- You can set a record type to repeat (weekly to every two years) and Sted raises a task when it falls due.
- Nothing is scheduled until an owner picks a first due date.
- An administrator or the owner of a record type’s document sets how often it repeats and its next due date under Repeating records; a task to complete it opens 30 days before each due date, goes to the document’s owner, and closing that period’s record moves the date on. Event-driven record types never fall due on their own.
- 33 periodic record types come with a suggested frequency, but nothing is scheduled until you pick a first due date.
- A repeating record counts only if one was closed in the last 12 months and the next is not overdue, an approved document past its review date reads Review and its title, stale items show when they were last completed or became overdue, and the Your progress counts stay plain totals.
Related terms
- Record template: the broader term; a repeating record is a template with a schedule.
- Evidence: what each period’s record provides.
- Audit readiness: counts a repeating record only while it is up to date.
- Internal audit: one of the commonest periodic activities.