Review Stamps:
- When a page is concluded it is marked in the index with the concluder's name:
- It also shows as ticked in the sidebar.
- Once a page is concluded a reviewer may add a review stamp from the far right of the conclusion:
- "Reviewed by" then appears at bottom of page:
- Also appears in the side bar:
- And in the index:
- The name of the latest reviewer appears along with a colour indicating their user role. A manager is highlighted blue, and partner green, and a peer reviewer yellow.
- If a page is unconcluded so that changes are made to the reviewed page the page is no longer in reviewed status but the history on the Conclusion shows that it was reviewed then was unconcluded:
- The page will need to be reviewed again once it has been concluded.
- The history stamps may be deleted (say if the page was concluded by accident and unconcluded on the same day) but we receommend the history be maintained if there is a time difference to enable readers to understand the history of the work.
Review stamps on attachments, testing tables and documents:
- Pages without normal conclusion boxes may also be marked as reviewed e.g. a testing page, attachment or generated document.
- Add review stamp by selecting red tick at right:
- The "Reviewed by..." is marked below where the item is attached and also on the index and sidebar:
Review Notes:
Creating a review note is very much like creating a follow-up, but in this case, a reviewer creates them:
- The reviewer is a user (manager, partner or peer reviewer) who is assigned to the job and logged in.
- They may be assigned to a specific staff member or they may be left unassigned so any staff member (standard or limited user) may reply.
- Reviewing may take place concurrently with work being performed as it is done online and from any location where there is internet access – any number of users may be concurrently working on a job in real-time.
- May be added to any line item before a page is concluded and may be added to a conclusion on pages already concluded.
- Once addressed they may be ticked as completed (only by the person who created the note) – the note then becomes greyed out.
- Once the page is concluded review notes within the body of the page disappear so ensure all detail addressing the issue is entered on the page - review notes do not form part of the final audit file.
- The page cannot be concluded until reviews in the body of the page are all cleared.
- May be created post-conclusion if necessary - so that the job may continue (non-essential items such as training-related instructions).
- Review notes are accessed from the bottom bar which also displays how many review notes are incomplete:
- Review notes may also be accessed from Job Summary tab:
- Click "View All" to see complete list and to respond:
What about pages that may only be completed by partners?
Some pages must be concluded by a partner. But a manager cannot add a review stamp to get it ready for partner review until the page is concluded. What is the best way to work around this Catch-22 situation?
- We suggest that a manager reviewing the page adds a comment into the conclusion area to indicate that they have reviewed the work.
- They could also add a follow-up assigned to the partner to notify them that this is ready for conclusion.
Note:
- There is an option in security settings (Strict review mode) to specify that the same person who concludes the page may not also review it.
- This is optional as some firms find it more efficient for a reviewer to be able to unconclude, make a change, reconclude and mark as reviewed.