How to Review a Record

In order for a record to be published, it must be reviewed and approved. In addition, every change made to a record must be reviewed and approved. Reviewers can review any records they did not create or edit and Admins can review all records.

Steps

1. In order to review a record, the record must have a Pending Review status. To find all records that have a Pending Review status:
   1. Click the ‘View’ button in the Pending Review tile of the CRM section on the Workflow Dashboard.
   2. Navigate to the CRM Records page and in the Status filter dropdown, click ‘Pending Review’.
2. Once on the Pending Review page, search or scroll to find the specific record in need of review. 
3. At the end of the record’s row, click the three lines icon.
4. Click ‘Review’ and the Review page will open.
5. Scroll up and down the left panel to view the record’s information.
6. For records that have a Communication Grid, clicking the arrow icon at the top right of the review panel will expand the grid.
7. For Investor records that have Wire Instructions, clicking on the Wire Instructions in the What Changed panel will open the their details in a new tab.
8. Anytime after a record has been approved for the first time, once edited, the fields that have been changed will be listed in the What Changed panel.
9. Clicking ‘Support/Comments’ will display all of the comments and documents added to this record.
10. Clicking ‘Details’ will once again display the record details.
11. To reject the record, click ‘Reject’.
    1. Enter a reason for the rejection.
    2. Click ’Confirm’.
    3. The preparer will be notified and the record will receive a Rejected status and be found on the CRM Records page.
    4. Any Communication Grid access will not be published.
12. To Approve the record, click ‘Approve’.
    1. The preparer will be notified and the record will receive an Approved status and be found on the CRM Records page.
    2. Any Communication Grid access will be published.