How do I view the files I am responsible for reviewing and provide notes?

Modified on Mon, 16 Sep at 4:00 PM

Video:

Steps:

1. You will receive an email reminder from us about any file that need to be updated.

You will receive reminder emails at 90, 60, 30 and 7 days before the deadline for any file. After the 7-day reminder, you will then receive daily reminders until the update is completed.

You will receive an email reminder from us about the document

2. At the bottom of the email there is a login button. Click it

At the bottom of the email there is a login button. Click it

3. Click "File Reviews"

Click 'File Reviews'

4. Here you will see all of the files you are responsible for reviewing

Files are colour coded based on expiry:
- White: More than 90 days until expiry
- Yellow: 60-90 days until expiry
- Orange 30-59 days until expiry
- Red: Less than 30 days until expiry

Here you will see all of the documents you are responsible for

5. Click on any file's name

Click on any file's name

6. Click "+ Add note"

Click '+ Add note'

7. Provide a note that your administrator can see. It is advisable to add expected dates of completion and a detailed description of where you are in the process.

Provide a note that your administrator can see

8. Click "Save"

Click 'Save'