Adding review notes and review stamps

Review Stamps:

Once a page is concluded a reviewer may add a review stamp (AA1.png):

Screen_Shot_2018-12-11_at_11.15.31_AM.png 

"Reviewed by" then appears at bottom of page:

Screen_Shot_2018-12-11_at_11.17.46_AM.png

Also appears in index:

Screen_Shot_2018-12-11_at_11.23.10_AM.png

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.

Review stamps on attachments, testing tables and documents:

Pages that do not have normal conclusion boxes may also be marked as reviewed. For instance a testing page. Add review stamp by selecting red tick at right:

Screen_Shot_2018-12-11_at_11.25.05_AM.png

It will appear like this:

Screen_Shot_2018-12-11_at_11.28.36_AM.png

If pages are subsequently made to the reviewed page the review stamp will be marked as crossed out and highlighted indicating it should be looked at again:

Screen_Shot_2018-12-11_at_11.30.59_AM.png

On the index page these attachments, testing pages and documents created off the system are then shown marked as reviewed:

Screen_Shot_2018-12-11_at_11.36.20_AM.png 

Review Notes:

Creating a review note is very much like creating a follow up, but in this case a reviewer creates them:

AA1.png

  • The reviewer is a user (manager, partner or peer reviewer) who is assigned to the job and logged in - but another 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 conclusion on pages already concluded
  • Once addressed they may be ticked as completed – this changes note to crossed out and greyed out
  • Once page is concluded review notes within the body of the page disappear so ensure all detail addressing the issue is entered on page - review notes do not form part of the final audit file
  • Page cannot be concluded until reviews in body of page are 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 listed in the side bar which also displays how many review notes are incomplete: 

AA1.png

 

 

 

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