File Review
Updated Feb 9th, 2022
Add A Dossier Date
Set FR_DATE_REVIEW to todays date
Allocate a Custom Questionnaire
File Review Details
Allocate a Custom Questionnaire
File Review Questionnaire Compliance Review
Allocate a Custom Questionnaire
File Review Questionnaire Legal Review
Allocate a Custom Questionnaire
File Review Questionnaire File Management Review
Allocate a Custom Questionnaire
File Review Outcome
Set Dossier Field
Set FR_STATUS – File review status to “Pending” if corrective action is required or further review is required
Add an automatic keydate to matter
FR_CORR – Has corrective action been carried out? +7 days
Criteria: If “Any corrective action required” is yes
Add an automatic keydate to matter
FR_F_REV – Has further review of file been carried out? +7 days
Criteria: If “Further review required” is yes
Set Dossier Field
Set FR_CORR_ACT_COM – “Corrective action complete” to “No” if any corrective action required is yes
Set Dossier Field
Set FR_FUR_REV_COM – “Further review complete” to No if further review required is yes
Set Dossier Field
Set FR_STATUS – “Status of file review” to “Completed” if corrective action required is no and further review required is no
Send Standard Document
File Review Note
Display a message to the user
This file review is now complete. Please archive this file review matter
Criteria: If FR_STATUS – File Review Status is “Completed”
Meet unmet keydates by type
Has corrective action been carried out
Meet unmet keydates by type
Has further review of file been carried out
Allocate a Custom Questionnaire
Corrective Action
Set Dossier Field
Set FR_FUR_REV_COM – Further review complete to “No” if further review required is yes
Add an automatic keydate to matter
FR_CORR – Has corrective action been carried out? +3 days
Criteria: If “Corrective action complete” is not yes and “Any corrective action required” is yes
Add an automatic keydate to matter
FR_F_REV – Has further review of file been carried out? +3 days
Criteria: If “Further review required” is yes and “Further review complete” is not yes
Tick Task
Criteria: If “Corrective action complete” is yes
Set Dossier Field
Set FR_STATUS – Status of file review to “Completed” if corrective action required is yes and further review required is no
Set Dossier Field
Set FR_FUR_REV – Further review action to “No” if status of file review is completed
Send Standard Document
Corrective Action File Note
Display a message to the user
This file review is now complete. Please archive this file review matter
Criteria: If Status of file review is completed
Meet unmet keydates by type
FR_CORR – Has corrective action been carried out
Meet unmet keydates by type
FR_F_REV – Further review action
Display a Matter View
File review outcome review
Shows answers for “Any corrective action required” and “Details of corrective action required”
Allocate a Custom Questionnaire
File Review Questionnaire Compliance Review
Allocate a Custom Questionnaire
File Review Questionnaire Legal Review
Allocate a Custom Questionnaire
File Review Questionnaire File Management Review
Allocate a Custom Questionnaire
Further Review
Set Dossier Field
Set FR_CORR_ACT_COM to “No” if FR_ FR_CORR_ACT Any corrective action required is Yes
Add an automatic keydate to matter
FR_F_REV – Has further review of file been carried out? + 3 Days
When FR_FUR_REV: Further Review Required is Yes AND FR_FUR_REV_COM Further Review Complete is not Yes
Add an automatic keydate to matter
FR_CORR – Has corrective action been carried out? + 3 Days
When FR_CORR_ACT_COM Corrective Action Complete is not Yes AND FR_CORR_ACT Any corrective action required is Yes
Tick Task
When FR_FUR_REV_COM is Yes
Set Dossier Field
FR_STATUS = “Completed”
When FR_CORR_ACT Any corrective action required is not Yes and FR_FUR_REV_COM Further Review Complete is Yes
Set Dossier Field
FR_FUR_REV: Further Review Required = “No”
When FR_STATUS is Completed
Send Standard Document
Further File Review Note
Display a message to the user
“This file review is now complete. Please archive this file review matter”
When FR_STATUS is Completed