Queries and Review Points

Queries and Review Points

Introduction

This article includes the actions and information available on the Queries and Review Points page of a fund.
The Queries and Review Points page consists of 2 main tabs:
  1. Queries: Displays all Open, Resolved, and Draft queries. Switch between Open, Resolved, and Draft queries using the buttons on the top right.
fund-dashboard-queries-and-review-points-tab
  1. Query Checkbox: Select between Internal Query, External Query or both to view relevant results. Selecting the checkbox will filter the queries accordingly. Initially, both the checkboxes will be selected and you can click on any of them to filter the results accordingly.
internal-and-external-query-tabs
  1. Internal Queries: Shows all raised internal queries. Switch between Open and Resolved internal queries. Click on the query and then on Convert to External Query to convert an internal query to an external query. Send an Email to yourself by using the respective icon.

internal-query-tabs-open-and-resolved-queries

  1. External Queries: Lists all raised external queries. Switch between Open, Resolved, and Draft queries using the buttons on the top right.

external-queries-tabs-open-draft-resolved

  1. Review Points: Divided into 5 tabs - Open, No Action Required, Management Letter, Qualification, and Contravention. Switch between respective tabs to view review points.

review-points-query-tabs

Actions

  • Create Query: Create an Internal, External Query, or a Review Point.


create-query

  • Notify Assignee: Send email notifications to assignees of open queries or review points.


notify-assignee

  • Notify Client Contact: Send email notifications to Client Contact of open queries or review points.


notify-client-contact

Details

  1. On the left side of the screen, lists of queries or review points are displayed.
  2. Clicking on any of them opens the details on the right side for further actions or viewing information.
  3. Fund name, Assigned to, Last Updated Date, and work paper with Query heading and description are shown for each query or review point.


query-details


Click on Review Points, Internal Queries and External Queries to know more.

For further information or assistance, please contact support@cloudoffis.com.au

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