How to Add Comments, Queries, and Review Points
Introduction
Here's how you can Raise a Query, Review Points and Add Comments as and when required.
Add Comments
Step 1: Click Add Comments within the observation.
Step 2: Enter your comment in the text box and click Save.
Step 3: The comment icon will turn blue, indicating a comment has been added to the observation.
Add a Query
Step 1: Click Add Query/Review Point.
Step 2: Select Queries and click on Add a Query.
Step 3: Assign the query by selecting the appropriate assignee and any additional notifications.
Step 4: Fill in the Query Description and other required fields.
Step 5: Attach relevant documents if necessary, then choose to Submit or Submit and Email.
Step 6: Once submitted, the query icon will turn orange to indicate the existence of a query.
Add a Review Point
Step 1: Click Add Query/Review Point.
Step 2: Switch to the Review Point tab and select Add Review Point from the top right of the screen.
Step 3: Fill in the Query Heading and Query Description, then hit Submit.
Step 4: The Query will be added successfully.
These actions help users manage compliance efficiently, ensure smooth communication, and track progress on any outstanding issues within the fund.
To learn more about the process , explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance.