The control page provides a complete summary of the whole process, branching into subpages via links to the more detailed parts of the client workbook:
- The page forms a branching point for all the sections, and once these sections are completed the conclusions from those pages automatically update the control page
- Guides users through planning, testing and finalisation processes
- Each item asks users to answer multi-choice questions, yes/no options, create sub-pages for further work
- May select drop-down at lower right for other options (journals, comments, review notes, follow-ups, management report points, etc.)
- Incomplete work items have red arrowhead warning at right - all items must be addressed before the conclusion of the page is possible:
- When a sub-page is created work-items become the aim on the top of the sub-page
- Completed conclusions from sub-pages are sent back to parent page and item on parent page reads as completed (green tick)
- Review notes / follow-ups created on a page must generally be cleared prior to page conclusion (see more under review notes)
- Brought forward items from the prior year (indicated by a green arrow pointing down) may be adopted by clicking the green bring-forward arrow then edited as required
- Brought forward items from the prior year that have not been adopted disappear on conclusion as do completed follow-ups and review notes (can still see history of reviews and follow-ups in the sidebar)
- Selecting conclude page tags the page as concluded and updates the index with a green tick (see conclusions)
- A review stamp is then available at the bottom of each page - adds reviewers name and red tick in index (see review notes)