Article Objective: To assist users in navigating the Active Platform to send a job for review when it is at such stage.

Context: Once the preparer has reviewed the QA centre for any audit issues, unreconciled workpapers or outstanding records and they are satisfied that the job is ready to be sent to review, the job can be sent to the reviewer via Active Workpapers directly.

Please refer to the Glossary for definitions of key terms used in this article.

Sending a job for review

In the Workpaper binder index, select the mail icon in the top left of the screen.

A pop-up screen will appear. Assign the person you wish to send the job to for review and add anything additional to the email in the 'Optional Message' section.

Click Send.

The reviewer will receive the below email whereby they can click on the link to review the job.

Best practice guide for users (Active Workpapers)

How to use the QA Centre

How to best review a compliance job

How to use review mode

How to customise job, record and client query statuses