Reviews can be audited by an authorised user once an Actual Date has been recorded, which is used to indicate that the review has taken place.

To audit a review, go to the relevant Review Summary and find the Audited section in the review details. The field here will indicate whether the review has already been audited or not.

Approving Reviews

If you are happy with the review, select Approve. You will be prompted to confirm your choice.

After approving, a date will be recorded against the Audited field in the Review Summary. The date and auditing user will also be added to the review in any review lists.

Requesting Changes for Reviews

If the review does not meet audit standards, select Request Changes. In the window that opens, you can enter the necessary Feedback and select Request Changes to send the feedback as a Message to the reviewer.

After requesting changes, any Signatures attached to the review will be deleted, and the Attended status and date will be cleared.

A date will also be recorded against the Audited field in the Review Summary. The date and auditing user will also be added to the review in any review lists.

Once the reviewer has made the necessary changes, they can Complete the review, which will automatically send you a Message. You will then be able to audit the review again.