Once a page is completed and all items have green ticks, a conclusion box appears at the bottom of the page:
- The default conclusion is a suggestion only – it may be edited, deleted or replaced simply by adding or removing text:
- Like a comment box, paragraphs breaks may be added using shift+enter
- Once concluded, the date of conclusion and identity of the user concluding the page is added
- A dropdown box (green arrow in screenshot bellow) appears at the end of the conclusion allowing for extra items to be added:
Unconcluding a page
- Once concluded a page is locked, so to edit a page for some reason it must first be unconcluded – the first option in the dropdown
- A history of pages concluded, unconcluded and reviewed is displayed below the conclusion box
- Items in this list may be deleted, but only after the page is unconcluded (say if a page has been mistakenly concluded then reopened on the same day).
Marking a page as reviewed
- The page may also be marked as reviewed (also accomplished by clicking the red tick) – only a user with partner or manager status has this option
- In addition, comments, follow up items and review notes may be added without unconcluding the page - used where the user or reviewer wishes to add something that does not require the page to be unconcluded but just to add a note such as training instructions
- When a page is unconcluded then reconcluded these details are recorded to provide a history of the page – explaining to a reviewer perhaps that a planning section was concluded earlier then revisited at a later date.
- On the index page, a concluded page is indicated by a green line:
- The procedure for reviewing is normally to click the review stamp, or add a review note post-conclusion, however a reviewer may also unconclude a page and make changes
- In this case they will either need to make a follow up for the original concluder to re-conclude (if there is a security or policy restriction on not having the same person concluding and reviewing), or they can conclude and review the page themselves.
Shortcuts to concluding pages
In some rare cases, it may be appropriate to mark all outstanding items on a page as N/A (say where a client has partially completed a questionnaire and the auditor is confident that no further work is required).
- In these cases we have provided a tool in the conclusion dropdown box to mark all remaining items N/A, to avoid having to mark these off one by one
- The items will be marked as if completed one by one by the auditor
- Use with caution as N/A is not an adequate answer when addressing the requirements of Auditing standards.
Similarly we have provided a tool to bring forward all remaining items on a page.
- This is for use in subsequent years where the auditor is confident that they have addressed every item that has changed and the rest of the items on the page are genuinely able to be brought forward without change
- The items will be marked as if completed one by one by the auditor
- Again use with caution.