Setting a job to review mode

In the Workpaper binder index, select Start Review.

Select the status you wish to set the record to once reviewed. We will use 'Approved' for this example.

Once the status is selected, the binder will be in review mode and you will be able to select the tick or cross next to the record status.

If you select the tick, the status will automatically update to the status you initially selected, in this case, 'Approved'.

If you select the cross, the status will automatically update to 'Rework Required'.

Once you are finished reviewing the job, select End Review and send it back to the preparer for rework using the 'Notify Team Members' function (i.e. the share icon next to the status of the binder).

Note: Once the job is finalised and ready to be completed, see the knowledge article: How to complete and export a binder for information on how to do this.