Overview: 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, drop-down on the binder status and change to be Awaiting Review.
Once the binder status has been updated, select the Notify Team Members icon in the top right of the screen.
A pop-up screen will appear. Assign the person you wish to send the job to for review and add anything to the email in the 'Optional Message' section.
Click Send.
The reviewer will receive the email below, whereby they can click on the link to review the job.
