{"id":43599,"date":"2022-01-04T11:48:25","date_gmt":"2022-01-04T11:48:25","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_workflow&#038;p=43599"},"modified":"2024-08-06T09:17:18","modified_gmt":"2024-08-06T08:17:18","slug":"file-review","status":"publish","type":"pracctice_workflow","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/file-review\/","title":{"rendered":"File Review"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Designed to be used as its own \u201cmatter\u201d. Allows file reviews to be undertaken and reported on all within osprey. Key dates record when Corrective action is due by, and the suite of reports allows for the COLP to monitor compliance. Reports can be run by department allowing department supervisors to manage their departments review compliance.<\/p>\n\n\n\n<span class=\"workflow-task\" id=\"task-1\"><span class=\"badge badge-primary mr-3\">Task 1<\/span> <span class=\"task-name\">File Review<\/span><\/span>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-calendar-plus fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\"><strong>Add A Dossier Date<\/strong><\/p><p class=\"mb-0\">Set FR_DATE_REVIEW to todays date<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-circle-question fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"This allows the user to capture data, which is used to prepopulate forms and letters\"><strong>Allocate a Custom Questionnaire<\/strong><\/p><p class=\"mb-0\">File Review Details<\/p><\/div><\/div><\/div><\/div>\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"803\" height=\"1223\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/09\/image-35.png\" alt=\"\" class=\"wp-image-59161\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-35.png 803w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-35-197x300.png 197w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-35-672x1024.png 672w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-35-768x1170.png 768w\" sizes=\"auto, (max-width: 803px) 100vw, 803px\" \/><\/figure>\n\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-circle-question fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"This allows the user to capture data, which is used to prepopulate forms and letters\"><strong>Allocate a Custom Questionnaire<\/strong><\/p><p class=\"mb-0\">File Review Questionnaire Compliance Review<\/p><\/div><\/div><\/div><\/div>\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"804\" height=\"1882\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/09\/image-36.png\" alt=\"\" class=\"wp-image-59163\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-36.png 804w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-36-128x300.png 128w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-36-437x1024.png 437w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-36-768x1798.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-36-656x1536.png 656w\" sizes=\"auto, (max-width: 804px) 100vw, 804px\" \/><\/figure>\n\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-circle-question fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"This allows the user to capture data, which is used to prepopulate forms and letters\"><strong>Allocate a Custom Questionnaire<\/strong><\/p><p class=\"mb-0\">File Review Questionnaire Legal Review<\/p><\/div><\/div><\/div><\/div>\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"803\" height=\"1367\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/09\/image-37.png\" alt=\"\" class=\"wp-image-59164\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-37.png 803w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-37-176x300.png 176w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-37-602x1024.png 602w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-37-768x1307.png 768w\" sizes=\"auto, (max-width: 803px) 100vw, 803px\" \/><\/figure>\n\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-circle-question fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"This allows the user to capture data, which is used to prepopulate forms and letters\"><strong>Allocate a Custom Questionnaire<\/strong><\/p><p class=\"mb-0\">File Review Questionnaire File Management Review<\/p><\/div><\/div><\/div><\/div>\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"805\" height=\"771\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/09\/image-38.png\" alt=\"\" class=\"wp-image-59165\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-38.png 805w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-38-300x287.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-38-768x736.png 768w\" sizes=\"auto, (max-width: 805px) 100vw, 805px\" \/><\/figure>\n\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-circle-question fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"This allows the user to capture data, which is used to prepopulate forms and letters\"><strong>Allocate a Custom Questionnaire<\/strong><\/p><p class=\"mb-0\">File Review Outcome<\/p><\/div><\/div><\/div><\/div>\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"802\" height=\"625\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/09\/image-39.png\" alt=\"\" class=\"wp-image-59166\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-39.png 802w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-39-300x234.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-39-768x599.png 768w\" sizes=\"auto, (max-width: 802px) 100vw, 802px\" \/><\/figure>\n\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-folder-plus fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\"><strong>Set Dossier Field<\/strong><\/p><p class=\"mb-0\">Set FR_STATUS &#8211; File review status to &#8220;Pending&#8221; if corrective action is required or further review is required<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><span class=\"fa-layers fa-fw my-3\">\r\n  <i class=\"fa-regular fa-calendar fa-3x\" data-fa-transform=\"left-6\"><\/i>\r\n  <i class=\"fas fa-key fa-lg\" data-fa-transform=\"left-5 down-5 rotate-45\"><\/i>\r\n  <i class=\"fa-solid fa-circle-arrow-right fa-lg\" data-fa-transform=\"right-20 down-3\"><\/i>\r\n<\/span><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"An automatic reminder date will be added to the user\u2019s keydates for the matter\"><strong>Add an automatic keydate to matter<\/strong><\/p><p class=\"mb-0\">FR_CORR &#8211; Has corrective action been carried out? +7 days<br \/>\r\nCriteria: If &#8220;Any corrective action required&#8221; is yes<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><span class=\"fa-layers fa-fw my-3\">\r\n  <i class=\"fa-regular fa-calendar fa-3x\" data-fa-transform=\"left-6\"><\/i>\r\n  <i class=\"fas fa-key fa-lg\" data-fa-transform=\"left-5 down-5 rotate-45\"><\/i>\r\n  <i class=\"fa-solid fa-circle-arrow-right fa-lg\" data-fa-transform=\"right-20 down-3\"><\/i>\r\n<\/span><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"An automatic reminder date will be added to the user\u2019s keydates for the matter\"><strong>Add an automatic keydate to matter<\/strong><\/p><p class=\"mb-0\">FR_F_REV \u2013 Has further review of file been carried out?  +7 days<br \/>\r\nCriteria: If &#8220;Further review required&#8221; is yes<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-folder-plus fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\"><strong>Set Dossier Field<\/strong><\/p><p class=\"mb-0\">Set FR_CORR_ACT_COM &#8211; &#8220;Corrective action complete&#8221; to &#8220;No&#8221; if any corrective action required is yes<br \/>\r\n<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-folder-plus fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\"><strong>Set Dossier Field<\/strong><\/p><p class=\"mb-0\">Set FR_FUR_REV_COM &#8211; &#8220;Further review complete&#8221; to No if further review required is yes<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-folder-plus fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\"><strong>Set Dossier Field<\/strong><\/p><p class=\"mb-0\">Set FR_STATUS &#8211; &#8220;Status of file review&#8221; to &#8220;Completed&#8221; if corrective action required is no and further review required is no<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa fa-file-text  fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"A template letter will run\"><strong>Send Standard Document<\/strong><\/p><div class=\"pdf-attachment\" data-src=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/themes\/osprey-support\/functions\/inc\/pdfjs\/web\/viewer.html?file=https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/01\/File-Review-Note.pdf\"><p class=\"mb-0 mt-2\"><strong>File Review Note<\/strong><\/p><p class=\"mt-2\"><a href=\"#\" class=\"btn btn-outline-secondary btn-sm\" data-toggle=\"load_pdf_viewer\"><i class=\"far fa-file-pdf mx-1\"><\/i> Show preview<\/a> &nbsp;&nbsp;<a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/01\/File-Review-Note.pdf\" target=\"_blank\" class=\"btn btn-outline-secondary btn-sm\"><i class=\"fa-solid fa-arrow-up-right-from-square mx-1\"><\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-message fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\"><strong>Display a message to the user<\/strong><\/p><p class=\"mb-0\">This file review is now complete. Please archive this file review matter<br \/>\r\nCriteria: If FR_STATUS &#8211; File Review Status is &#8220;Completed&#8221;<\/p><\/div><\/div><\/div><\/div>\n\n\n<span class=\"workflow-task\" id=\"task-2\"><span class=\"badge badge-primary mr-3\">Task 2<\/span> <span class=\"task-name\">Corrective Action<\/span><\/span>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa fa-file-text  fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"A template letter will run\"><strong>Send Standard Document<\/strong><\/p><div class=\"pdf-attachment\" data-src=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/themes\/osprey-support\/functions\/inc\/pdfjs\/web\/viewer.html?file=https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/01\/File-Review-Note.pdf\"><p class=\"mb-0 mt-2\"><strong>File Review Note<\/strong><\/p><p class=\"mt-2\"><a href=\"#\" class=\"btn btn-outline-secondary btn-sm\" data-toggle=\"load_pdf_viewer\"><i class=\"far fa-file-pdf mx-1\"><\/i> Show preview<\/a> &nbsp;&nbsp;<a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/01\/File-Review-Note.pdf\" target=\"_blank\" class=\"btn btn-outline-secondary btn-sm\"><i class=\"fa-solid fa-arrow-up-right-from-square mx-1\"><\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><span class=\"fa-layers fa-fw my-3\">\r\n  <i class=\"fa-regular fa-calendar fa-3x\" data-fa-transform=\"left-6\"><\/i>\r\n  <i class=\"fas fa-key fa-lg\" data-fa-transform=\"left-5 down-5 rotate-45\"><\/i>\r\n  <i class=\"fa-solid fa-circle-check fa-lg\" data-fa-transform=\"right-20 down-3\"><\/i>\r\n<\/span><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"Previous keydates either automatically or manually added to the system will be marked as completed.\"><strong>Meet unmet keydates by type<\/strong><\/p><p class=\"mb-0\">Has further review of file been carried out<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-circle-question fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"This allows the user to capture data, which is used to prepopulate forms and letters\"><strong>Allocate a Custom Questionnaire<\/strong><\/p><p class=\"mb-0\">Corrective Action<\/p><\/div><\/div><\/div><\/div>\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"804\" height=\"690\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/09\/image-40.png\" alt=\"\" class=\"wp-image-59167\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-40.png 804w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-40-300x257.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-40-768x659.png 768w\" sizes=\"auto, (max-width: 804px) 100vw, 804px\" \/><\/figure>\n\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-folder-plus fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\"><strong>Set Dossier Field<\/strong><\/p><p class=\"mb-0\">Set FR_FUR_REV_COM &#8211; Further review complete to &#8220;No&#8221; if further review required is yes<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><span class=\"fa-layers fa-fw my-3\">\r\n  <i class=\"fa-regular fa-calendar fa-3x\" data-fa-transform=\"left-6\"><\/i>\r\n  <i class=\"fas fa-key fa-lg\" data-fa-transform=\"left-5 down-5 rotate-45\"><\/i>\r\n  <i class=\"fa-solid fa-circle-arrow-right fa-lg\" data-fa-transform=\"right-20 down-3\"><\/i>\r\n<\/span><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"An automatic reminder date will be added to the user\u2019s keydates for the matter\"><strong>Add an automatic keydate to matter<\/strong><\/p><p class=\"mb-0\">FR_CORR  \u2013 Has corrective action been carried out?  +3 days<br \/>\r\nCriteria: If &#8220;Corrective action complete&#8221; is not yes and &#8220;Any corrective action required&#8221; is yes<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><span class=\"fa-layers fa-fw my-3\">\r\n  <i class=\"fa-regular fa-calendar fa-3x\" data-fa-transform=\"left-6\"><\/i>\r\n  <i class=\"fas fa-key fa-lg\" data-fa-transform=\"left-5 down-5 rotate-45\"><\/i>\r\n  <i class=\"fa-solid fa-circle-arrow-right fa-lg\" data-fa-transform=\"right-20 down-3\"><\/i>\r\n<\/span><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"An automatic reminder date will be added to the user\u2019s keydates for the matter\"><strong>Add an automatic keydate to matter<\/strong><\/p><p class=\"mb-0\">FR_F_REV  \u2013 Has further review of file been carried out?  +3 days<br \/>\r\nCriteria: If &#8220;Further review required&#8221; is yes and &#8220;Further review complete&#8221; is not yes<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-square-check fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\"><strong>Tick Task<\/strong><\/p><p class=\"mb-0\">Criteria: If &#8220;Corrective action complete&#8221; is yes<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-folder-plus fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\"><strong>Set Dossier Field<\/strong><\/p><p class=\"mb-0\">Set FR_STATUS &#8211; Status of file review to &#8220;Completed&#8221; if corrective action required is yes and further review required is no<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-folder-plus fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\"><strong>Set Dossier Field<\/strong><\/p><p class=\"mb-0\">Set FR_FUR_REV &#8211; Further review action to &#8220;No&#8221; if status of file review is completed<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa fa-file-text  fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"A template letter will run\"><strong>Send Standard Document<\/strong><\/p><div class=\"pdf-attachment\" data-src=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/themes\/osprey-support\/functions\/inc\/pdfjs\/web\/viewer.html?file=https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/01\/Corrective-action-file-note.pdf\"><p class=\"mb-0 mt-2\"><strong>Corrective Action File Note<\/strong><\/p><p class=\"mt-2\"><a href=\"#\" class=\"btn btn-outline-secondary btn-sm\" data-toggle=\"load_pdf_viewer\"><i class=\"far fa-file-pdf mx-1\"><\/i> Show preview<\/a> &nbsp;&nbsp;<a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/01\/Corrective-action-file-note.pdf\" target=\"_blank\" class=\"btn btn-outline-secondary btn-sm\"><i class=\"fa-solid fa-arrow-up-right-from-square mx-1\"><\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-message fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\"><strong>Display a message to the user<\/strong><\/p><p class=\"mb-0\">This file review is now complete. Please archive this file review matter<br \/>\r\nCriteria: If Status of file review is completed<\/p><\/div><\/div><\/div><\/div>\n\n\n<span class=\"workflow-task\" id=\"task-3\"><span class=\"badge badge-primary mr-3\">Task 3<\/span> <span class=\"task-name\">Further File Review<\/span><\/span>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><span class=\"fa-layers fa-fw my-3\">\r\n  <i class=\"fa-regular fa-calendar fa-3x\" data-fa-transform=\"left-6\"><\/i>\r\n  <i class=\"fas fa-key fa-lg\" data-fa-transform=\"left-5 down-5 rotate-45\"><\/i>\r\n  <i class=\"fa-solid fa-circle-check fa-lg\" data-fa-transform=\"right-20 down-3\"><\/i>\r\n<\/span><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"Previous keydates either automatically or manually added to the system will be marked as completed.\"><strong>Meet unmet keydates by type<\/strong><\/p><p class=\"mb-0\">FR_CORR &#8211; Has corrective action been carried out<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><span class=\"fa-layers fa-fw my-3\">\r\n  <i class=\"fa-regular fa-calendar fa-3x\" data-fa-transform=\"left-6\"><\/i>\r\n  <i class=\"fas fa-key fa-lg\" data-fa-transform=\"left-5 down-5 rotate-45\"><\/i>\r\n  <i class=\"fa-solid fa-circle-check fa-lg\" data-fa-transform=\"right-20 down-3\"><\/i>\r\n<\/span><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"Previous keydates either automatically or manually added to the system will be marked as completed.\"><strong>Meet unmet keydates by type<\/strong><\/p><p class=\"mb-0\">FR_F_REV &#8211; Further review action<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-magnifying-glass fa-3x\"><\/i>\r\n<\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\"><strong>Display a Matter View<\/strong><\/p><p class=\"mb-0\">File review outcome review<br \/>\r\nShows answers for &#8220;Any corrective action required&#8221; and &#8220;Details of corrective action required&#8221;<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-circle-question fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"This allows the user to capture data, which is used to prepopulate forms and letters\"><strong>Allocate a Custom Questionnaire<\/strong><\/p><p class=\"mb-0\">File Review Questionnaire Compliance Review<\/p><\/div><\/div><\/div><\/div>\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"805\" height=\"1871\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/09\/image-41.png\" alt=\"\" class=\"wp-image-59168\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-41.png 805w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-41-129x300.png 129w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-41-441x1024.png 441w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-41-768x1785.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-41-661x1536.png 661w\" sizes=\"auto, (max-width: 805px) 100vw, 805px\" \/><\/figure>\n\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-circle-question fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"This allows the user to capture data, which is used to prepopulate forms and letters\"><strong>Allocate a Custom Questionnaire<\/strong><\/p><p class=\"mb-0\">File Review Questionnaire Legal Review<\/p><\/div><\/div><\/div><\/div>\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"804\" height=\"1358\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/09\/image-42.png\" alt=\"\" class=\"wp-image-59169\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-42.png 804w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-42-178x300.png 178w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-42-606x1024.png 606w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-42-768x1297.png 768w\" sizes=\"auto, (max-width: 804px) 100vw, 804px\" \/><\/figure>\n\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-circle-question fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"This allows the user to capture data, which is used to prepopulate forms and letters\"><strong>Allocate a Custom Questionnaire<\/strong><\/p><p class=\"mb-0\">File Review Questionnaire File Management Review<\/p><\/div><\/div><\/div><\/div>\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"807\" height=\"771\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/09\/image-43.png\" alt=\"\" class=\"wp-image-59170\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-43.png 807w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-43-300x287.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-43-768x734.png 768w\" sizes=\"auto, (max-width: 807px) 100vw, 807px\" \/><\/figure>\n\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-circle-question fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"This allows the user to capture data, which is used to prepopulate forms and letters\"><strong>Allocate a Custom Questionnaire<\/strong><\/p><p class=\"mb-0\">Further Review<\/p><\/div><\/div><\/div><\/div>\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"804\" height=\"980\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/09\/image-45.png\" alt=\"\" class=\"wp-image-59173\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-45.png 804w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-45-246x300.png 246w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/09\/image-45-768x936.png 768w\" sizes=\"auto, (max-width: 804px) 100vw, 804px\" \/><\/figure>\n\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-folder-plus fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\"><strong>Set Dossier Field<\/strong><\/p><p class=\"mb-0\">Set FR_CORR_ACT_COM to \u201cNo\u201d if FR_ FR_CORR_ACT Any corrective action required is Yes<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><span class=\"fa-layers fa-fw my-3\">\r\n  <i class=\"fa-regular fa-calendar fa-3x\" data-fa-transform=\"left-6\"><\/i>\r\n  <i class=\"fas fa-key fa-lg\" data-fa-transform=\"left-5 down-5 rotate-45\"><\/i>\r\n  <i class=\"fa-solid fa-circle-arrow-right fa-lg\" data-fa-transform=\"right-20 down-3\"><\/i>\r\n<\/span><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"An automatic reminder date will be added to the user\u2019s keydates for the matter\"><strong>Add an automatic keydate to matter<\/strong><\/p><p class=\"mb-0\">FR_F_REV \u2013 Has further review of file been carried out? + 3 Days <br \/>\r\nWhen FR_FUR_REV: Further Review Required is Yes AND FR_FUR_REV_COM Further Review Complete is not Yes<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><span class=\"fa-layers fa-fw my-3\">\r\n  <i class=\"fa-regular fa-calendar fa-3x\" data-fa-transform=\"left-6\"><\/i>\r\n  <i class=\"fas fa-key fa-lg\" data-fa-transform=\"left-5 down-5 rotate-45\"><\/i>\r\n  <i class=\"fa-solid fa-circle-arrow-right fa-lg\" data-fa-transform=\"right-20 down-3\"><\/i>\r\n<\/span><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"An automatic reminder date will be added to the user\u2019s keydates for the matter\"><strong>Add an automatic keydate to matter<\/strong><\/p><p class=\"mb-0\">FR_CORR \u2013 Has corrective action been carried out? + 3 Days <br \/>\r\nWhen FR_CORR_ACT_COM Corrective Action Complete is not Yes AND FR_CORR_ACT Any corrective action required is Yes<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-square-check fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\"><strong>Tick Task<\/strong><\/p><p class=\"mb-0\">When FR_FUR_REV_COM is Yes<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-folder-plus fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\"><strong>Set Dossier Field<\/strong><\/p><p class=\"mb-0\">FR_STATUS = \u201cCompleted\u201d <br \/>\r\nWhen FR_CORR_ACT Any corrective action required is not Yes and FR_FUR_REV_COM Further Review Complete is Yes<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-folder-plus fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\"><strong>Set Dossier Field<\/strong><\/p><p class=\"mb-0\">FR_FUR_REV: Further Review Required = \u201cNo\u201d <br \/>\r\nWhen FR_STATUS is Completed<\/p><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa fa-file-text  fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"A template letter will run\"><strong>Send Standard Document<\/strong><\/p><div class=\"pdf-attachment\" data-src=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/themes\/osprey-support\/functions\/inc\/pdfjs\/web\/viewer.html?file=https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/01\/Further-file-review-note.pdf\"><p class=\"mb-0 mt-2\"><strong>Further File Review Note<\/strong><\/p><p class=\"mt-2\"><a href=\"#\" class=\"btn btn-outline-secondary btn-sm\" data-toggle=\"load_pdf_viewer\"><i class=\"far fa-file-pdf mx-1\"><\/i> Show preview<\/a> &nbsp;&nbsp;<a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/01\/Further-file-review-note.pdf\" target=\"_blank\" class=\"btn btn-outline-secondary btn-sm\"><i class=\"fa-solid fa-arrow-up-right-from-square mx-1\"><\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-message fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\"><strong>Display a message to the user<\/strong><\/p><p class=\"mb-0\">\u201cThis file review is now complete. Please archive this file review matter\u201d <br \/>\r\nWhen FR_STATUS is Completed<\/p><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>Designed to be used as its own \u201cmatter\u201d. Allows file reviews to be undertaken and reported on all within osprey. Key dates record when Corrective action is due by, and the suite of reports allows for the COLP to monitor compliance. Reports can be run by department allowing department supervisors to manage their departments review [&hellip;]<\/p>\n","protected":false},"featured_media":0,"template":"","tags":[],"pracctice_practice_area":[117],"class_list":["post-43599","pracctice_workflow","type-pracctice_workflow","status-publish","hentry","pracctice_practice_area-compliance"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>File Review - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through the contents of our File Review workflow\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"File Review - Osprey Approach Customer Support &amp; Training | Osprey Academy\" \/>\n<meta property=\"og:description\" content=\"This guide will take you through the contents of our File Review workflow\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/file-review\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support &amp; 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