Read Only Mode
Read Only Mode
We have introduced read only mode to enable addition benefits such as;
- Ability to quickly refer to previous years audit
- Ability to compare in new tab (different screen if available)
- Read only removes the risk of updating wrong year
- Ability to provide access for review or training without the risk of updating.
This mode can be accessed from the Completed Audit Job queue or from the Client Details Audit Files.
Client Details Audit Files
Based on client feedback we understand that referring to a previous year's audit easily is an essential tool to maximise efficiency. To access this feature please follow the below;
From the Fund Dashboard
Hover over the name of the fund and an edit pencil will display, click the name or pencil.
A slide will appear on the right with client details. Select Audit Files and previously completed audits will display.
Once you select the hyperlink of the fund name for a completed audit job, the audit job will open in a new tab in read only mode.
From the Completed Audit Job queue
To access Completed Audit Job queue, select Audit/Audit Jobs and select Completed Audit Jobs
Once within Completed Audit Job Queue, select the fund name hyperlink and the Completed audit job will open in a tab in read only mode.
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