Reviewing a workflow

After you’ve completed your workflow, you can send it to another staff member for a review.

Changing the status to In-review and notifying the reviewer

1. On the workflow overview page, select the Status icon.

2. In the Change status for Workpapers window, select In Review from the To drop-down

3. In the message field, you can use the @ symbol and add a review’s name and a message for them.

4. Click Save.

   

Accessing the message

1. To access the message, select the envelope icon (My inbox) on the right side top corner.

   

2. To see the workflow assigned to you for review, select the arrow (Open in context).
   

   

Reviewing the workflow

The review process is fairly simple, and you don’t need to leave the window.

On the Review screen, you can easily view a read-only version of all reconciliations in a workflow, team communications, and other helpful information, such as account adjustments.

Each template and reconciliation can be reviewed by up to 3 people. If the template has already been reviewed by another user, this will be reflected in the box.

Select Mark as reviewed for every workflow you’ve reviewed.