A Scorecard is made up of Areas which include Topics. These Topics can be reviewed by any person that has access to the Area.

Each Area and even individual Topics within can be assigned one or more Reviewers to check the Requirements, review the company's documentation and help verify the documents.

When the Topic is ready for review, any team member is able to change the Topic status to Ready for review. The Reviewer will then be notified by email that the Topic is ready to be reviewed. Learn how to assign Topic Reviewers here.

Once Reviewers are happy with the Topic, they are able to change the Topic status to Verified.


⚠️Good to know:
Even if Reviewers are assigned, any team member that has access to the Topic will be able to change the Topic status to Verified.

Review Requirements

To review Topic Requirements, follow these steps:

1. From the Scorecard dashboard, select the Scorecard you would like to review.

2. Go to the Sub menu, then select Topics.

3. Select the Topic you would like to review.

4. Under Requirements, a tick will appear for the Requirements that the company performs.

 

Review and Verify documents

To review and Verify documents, follow these steps:

1. From the Scorecard dashboard, select the Scorecard you would like to review.

2. Go to the Sub menu, then select Topics.

3. Select the Topic that you would like to review.

4. Go to Documents, select the file to download it.

5. If the document meets the Requirements, Select the Item menu next to the document to be verified.

6. Select Verify.

⚠️Good to know: Documents within files can also be Verified in bulk. Learn more here.
 

Update Topic status

To update a Topic's status, follow these steps:

1. From the Scorecard dashboard, select the Scorecard you would like to view.

2. Go to the Sub menu, then select Topics.

3. Select the Topic that you would like to update the status for.

4. Go to the Topic guide, then select the Drop down menu.

5. Select the status from the following:

  • Not started: The Topic has not been started by anyone in the Platform.
  • In progress: The Topic has been marked as started. During this stage documents can be uploaded and Verified and Requirements can be marked off.
  • Ready for review: The Topic is Ready for review. If a Reviewer is assigned, an email will be sent to notify them the Topic is ready to be reviewed.
  • Verified: The Topic has been completed with all the Requirements met and all the documents Verified.

⚠️Good to know: If a Topic status is changed to Verified any documents that are not Verified will automatically be marked as Verified.

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