Viewing Review Points

There are numerous ways in which you can view the resolved and unresolved Review Points on a file.

Contents

• Through the Review Points Summary
• Through the Working Paper Index
• Through the Review Points Quick Access Menu
• Through the My Files Screen
• Through the Review Points Widget on the Dashboard

We will briefly show you how to access the Review Points through each of these functions below.

Through the Review Points Summary

1. In the Working Paper Index, click on the Review Points tab on the functions toolbar;
   
   
   
   

2. A full listing of all resolved and unresolved Review Points will be displayed, including all types;

Through the Working Paper Index

1. In the Working Paper Index, open the B. Administration folder;

2. Open the various workpapers for each review point type;
   

Through the Review Points Quick Access Menu

1. In the Working Paper Index, select the Review Points tab in the floating panel on the right hand of the screen;
   

2. A shortlist of the most recent Review Points will be displayed;

3. Click on the View All button to display a full listing of all Review Points on the file;

Through My Files

1. Ensure you are not in a file;

2. On the top navigation bar, click on the My Files menu;
   
   
   
   

3. Search for the appropriate file using the search function;
   

4. Select the appropriate client by left-clicking on the file required from the search result;
   

5. On the right-hand side of the screen, click on the Review Points tab under the File Details menu;
   

6. You will then be taken to the Review Points Summary of the selected file;

Through the Review Points Widget

1. Access the MyWorkpapers Dashboard by clicking on the MyWorkpapers button on the functions toolbar;
   
   
   
   

2. Click on the blue Review Points heading on the widget to access a list of all of your outstanding Review Points;
   
   
   

3. Click on the file heading to access the Review Points Summary of the file or click on individual Review Point headings to access the workpaper which the Review Point has been attached to