Receive new submission
When an auditor submits a new revision of the audit the assigned reviewer will receive email notification.
In the menu go to the Review Submissions and then in the Pending Review tab click on the audit and then click Open Audit.
Comparing audit versions
The menu bar at the top of the page incudes a number of tools to help confirm that the required changes have been made to the audit:
Versions: The versions of the audit that are being compared is listed to the right. Clicking on either will allow to selection of a different version to compare.
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:
Combined: ON
Combined: OFF
Changes Only: Toggles to show you only what has been altered or all the content of the report:
Changes Only: ON
Changes Only: OFF
Notes to display in the current view:
Focused View: Show unresolved, actionable notes, and notes with changes
Complete View: Show all notes, and all audit content that has notes associated with them.
Content View: Show all notes for the currently visible audit content.
Resolving Revision Request Notes
Each Note will by default be Unresolved. If the required change has been mad to your satisfaction click on the checkbox to mark the Note as Resolved.
If you require additional changed you can:
Update: Leave the Note as Unresolved and update the content of an existing Note to provide more detail.
Create New: Create new notes for additional changes that are required.
If at the end of your review one or more Notes remain Unresolved you can require another revision - See: Require Revision in Initial Audit Review.
Accept Submission
If at the end of your review all Notes have been resolved
Click on Next Steps and select Accept Submission and send notification to the auditor by optionally also including:
Feedback: Include anonymous feedback the the auditor on their performance.
Report: By default a copy of the final audit report will be include in the notification email.
Add Attachments: drag and drop any additional attachments that should accompany the acceptance email e.g. Auditor review sheets, Audit review checklists, etc.
Confirm to send.
