Policy Manual Review Log
Note: Only Partners are authorized to make changes.
Creating a Policy Manual Review Log
To create a new Policy Manual Review Log, click on New from the list view. Fill in the required fields and click the Create button to save it.
Basic Info Permissions
| Feature / Field | Audit Manager | Audit Partner | Audit Staff | Notes |
|---|---|---|---|---|
| Ref ID | Disabled(Read-Only) | Disabled(Read-Only) | Disabled(Read-Only) | |
| Audit Firm | Disabled(Read-Only) | Disabled(Read-Only) | Disabled(Read-Only) | |
| Policy Manual | Enabled | Enabled | Enabled | |
| Category | Disabled(Read-Only) | Disabled(Read-Only) | Disabled(Read-Only) | |
| Other Category | Disabled(Read-Only) | Disabled(Read-Only) | Disabled(Read-Only) | |
| Version | Disabled(Read-Only) | Disabled(Read-Only) | Disabled(Read-Only) | |
| Issue Date | Disabled(Read-Only) | Disabled(Read-Only) | Disabled(Read-Only) | |
| QC Partner | Hidden | Hidden | Hidden | Visible (Auto Populate on Submit) |
| QC Partner Name | Hidden | Hidden | Hidden | Visible (Auto Populate on Submit) |
| Review Completion Date | Disabled(Read-Only) | Disabled(Read-Only) | Disabled(Read-Only) | Only Enable for QC Partner |
Updating Reviewer Remarks
After creating the Policy Manual Review Log, you can update the Reviewer’s remarks. Simply enter the comments or feedback in the provided section.
Reviewer's Remarks Permissions
| Feature / Field | Audit Manager | Audit Partner | Audit Staff | Notes |
|---|---|---|---|---|
| Reviewer's Remarks Add Button | Hidden | Hidden | Hidden | Only Visible for QC Partner |
| Reviewer's Remarks Edit Button | Hidden | Hidden | Hidden | Only Visible for QC Partner |
| Reviewer's Remarks Delete Button | Hidden | Hidden | Hidden | Only Visible for QC Partner |
Error You May Get
| Error Message | Remedial Action |
|---|---|
| Could not find Practice Manual | Ensure the Practice Manual Exist. |
| Review Completion Date is Mandatory | Enter the Review Completion Date before proceeding. |
| Reviewers Remarks is Mandatory | Provide remarks before submission. |
Global Actions & Log Operations
Permissions regarding the overall management of the Review Log.
| Feature / Field | Audit Manager | Audit Partner | Audit Staff | Notes |
|---|---|---|---|---|
| Delete Button | Hidden | Hidden | Hidden | Only Visible for QC Partner |
| Save Button | Visible | Visible | Visible | |
| Submit Button | Hidden | Hidden | Hidden | Only Visible for QC Partner |