Customising Dashboard for External Parties
Dashboard Customisation
Release 4.0 included a new dashboard overview and with it came options, preferences and a new way of navigating Cloudoffis. The below instructions apply to external administration firms who do not process audits but instead use the Cloudoffis portal to create, assign and manage audit jobs to the audit firm.
Jobs by Status View (new & current portal default)
The default view for all new portals is the status view, this view is relevant for auditors only.
For external parties this will appear Blank as per below, even for this that have assigned jobs externally to the auditor.
Changing Preference to Jobs by Stage view (Default Override)
The below steps should be applied for all external firms that are not performing audits and only creating and assigning audit jobs within Cloudoffis.
1. Select the cog icon
Top right of screen
2. Switching preferences
Change selections from My Audit Job to Assigned Audit job and Queries from Both to External
Defaults
New Defaults
3. Assigned Audit Job View
By changing these preferences your Dashboard view will update (and remain the same until changed), the new view will focus on stages which are relevant to the external party. The dashboard will aso only include External Queries which is the only query type relevant for external parties.
Stage and Status Matrix
Status's apply to the Auditors workflow and external parties and the external party that assigned the audit job can view these in stages, the below matrix indicates which status is included with each stage.
Status/Stage | Open | Audit In Progress | Finalised | Completed |
Not Started | x | |||
Assigned | x | |||
Job Started | x | |||
Waiting For Response | x | |||
Pending Manager's Review | x | x | ||
Pending Auditor's Review | x | |||
Reports Sent for Signature | x | |||
Reports Signed | x | |||
Completed | x |
External Queries
When the connected Auditor raises an external query the fund administrator will be notified by email, the new dashboard extends the ability to manage these at a portal level as apposed to individual funds, for more information on this process please refer to the below link.
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