Adding Management Report Points

Select Management Point from drop down dialog at right end of all work items:

Adds a point on the Management Report page in the Y section - also accessible from the "Points" tab.

Unlike Review Notes and Follow Ups they update on a page within the audit file - forming part of the file.

May be commented on within the Y1 page (as to how they have been/are to be dealt with).

Y1 page may be shared with client for comment prior to final report.

Use as the basis for creating management report letter (ability to produce actual report directly is in process).

Management letter is a document with yellow spaces to type or paste specific points that are to be included in letter.

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