Now that the auditor has made the desired changes, their audit will be under the 'Pending Review' tab in the Review Submissions page:
Click the desired audit to enter the main page of the report and click on the 'Start Review Process' on the bottom center button to initiate the review phase.
When you're ready to enter the review tool, click on the 'Compare Changes Since Last Review'
The top bar has two new buttons.
These buttons are also located on each section of the audit, so you can change the view for the entire report, or specific sections that you'd like to take a closer look at:
Combined: shows the report as one page, providing all changes together, while turning it off will split the report into the two side-by-side versions:
Changes Only: this button when toggled on will show you only what has been altered, while turning it off will provide you with all the information:
As you review the changes, you will see your notes have a little check box beside the title (Actionable - below). When an auditor has completed the task and make the revision, you will mark the note as resolved.
This way, if you're sending additional revision requests, the auditor will not have to look at it again. If the task has not been resolved, do not check the box and use the dropdown to send another revision request.
Please note: ALL changes are documented. Regardless of whether or not you've requested said changes, so if you see changes in sections that have no notes (your feedback/requests) beside them, these have been made by the auditor and may need to be addressed.
Red/crossed out lines: this content as been removed.
Green highlights: this content has been added.
Once you have reviewed the report and wish to post the results, notifying the auditor and moving your task along, use the dropdown to select the desired option below:
Additional feedback can be added to the comment box, and all resolved notes are attached below:
Once the state has changed, the bar at the top will change color to visually signal difference, and you will be able to click the back arrow on the top left side of the screen (Next to the Legal Name of the Audit) to go back to the main page of the report.
This audit has been processed! We hope you've enjoyed this tool, and that it's made your job just a little bit easier!
