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.

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.

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.

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.

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