Note: Only Partners can make changes.
Creating a Template Review Log
To create a new Template Review Log, click on New from
the list view. Fill in the required data and click the
Create button.
Template Review Log
Basic Info Permissions
| Feature / Field |
Audit Manager |
Audit Partner |
Audit Staff |
Notes |
| Template Type |
Disabled(Read-Only) |
Enabled |
Disabled(Read-Only) |
Also Enabled For QC Partner |
| Template Title |
Disabled(Read-Only) |
Enabled |
Disabled(Read-Only) |
Also Enabled For QC Partner |
| QC Partner Name |
Disabled(Read-Only) |
Disabled(Read-Only) |
Disabled(Read-Only) |
Auto Fill on Workflow Change. |
| QC Partner Email |
Disabled(Read-Only) |
Disabled(Read-Only) |
Disabled(Read-Only) |
Auto Fill on Workflow Change. |
| Review Completion Date |
Disabled(Read-Only) |
Enabled |
Disabled(Read-Only) |
Also Enabled For QC Partner |
Updating Reviewer Remarks
Updating Reviewer Remarks
Reviewer's Remarks Permissions
| Feature / Field |
Audit Manager |
Audit Partner |
Audit Staff |
Notes |
| Reviewer's Remarks Add Button |
Hidden |
Visible |
Hidden |
Also Visible To QC Partner. Status should be Draft. |
| Reviewer's Remarks Edit Button |
Hidden |
Hidden |
Hidden |
Visible To QC Partner. |
| Reviewer's Remarks Delete Button |
Hidden |
Hidden |
Hidden |
Visible To QC Partner. |
Error You May Get
| Error Message |
Remedial Action |
| 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 Template Review Log.
| Feature / Field |
Audit Manager |
Audit Partner |
Audit Staff |
Notes |
| Delete Button |
Hidden |
Visible |
Hidden |
Also Visible to QC Partner |
| Save Button |
Hidden |
Visible |
Hidden |
Also Visible to QC Partner |
| Submit Button |
Hidden |
Hidden |
Hidden |
Only Visible To QC Partner |