Observation

Observation

Introduction

We have 11 observations that are being run on the data imported from the Accounting Software. Based on their status, observations are categorized into three tabs: Warning, Good To Go, and Not Applicable. 

  • Not Applicable Tab 

    • Observations that do not exist in the imported data are automatically placed here. 

  • Warning Tab 

    • Observations that do not match the expected observation fall into this tab. 

  • Good To Go Tab 

    • Observations that exist and perfectly match the expected observation are placed here. 

Creating a Query or Adding a Comment 

Step 1:- Go to Fund Dashboard > Fund Summary > Observations. 

fund-dashboard-fund-summary-observations

Step 2:- Find the specific observation from any of the three tabs. 

observations-tab


Step 3:- Click on the three-dot icon and select Create Query. 

create-query


Step 4:- Provide the necessary details and click on Save Query. 

add-details-and-save-query


Step 5:- The Query will be displayed under the "?" icon. 

view-query


Step 6:- Click on the "?" icon to view the details. 

query


Converting an Observation from Warning to Good To Go 

Step 1:- Go to Fund Dashboard > Fund Summary > Observations > Warning. 

fund-summary-observations

Step 2:- Click on the three-dot icon next to the observation and select Mark as Good To Go. 

observations-tab-mark-as-good-to-go


Converting an Observation from Good To Go to Warning 

Step 1:- Go to Fund Dashboard > Fund Summary > Observations > Good To Go. 

fund-summary-observations

Step 2:- Click on the three-dot icon next to the observation and select Mark as Warning. 
​
observations-tab

By following these steps, you can effectively manage and categorize Observations, create Queries, and mark them as either Good To Go or Warning, ensuring accurate tracking and resolution of discrepancies in the fund's data.


To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.


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