How to Review a Document

Table of Contents

• Summary
• Steps
• What's Next?

Summary

Once the vendor has returned the document that you requested, use the steps below to conduct a review. For help requesting an assessment (questionnaire and/or document) from a vendor, go here.

Steps

1. How did you obtain the document?
   a. A document request through Whistic > Open the Assessment Activity dropdown > locate the returned document request and select View Report b. Another method (including: upload to the Document Repository, Intake form upload, Issue attachment, etc.) > Open the Document Repository > Locate the file you would like to review > Select the Action dropdown > Select Assess > In following prompt, select the document type 
   
2. A review page will open. You will see the entire returned document. 
3. Select the button to Start Review. If you do not see the button, you have not been granted permission to conduct a review. 
4. A new panel - Assessment Notes - will appear on the right. Here, you can do the following:
   1. Enter your note text into the editor
   2. If the Include in Report checkbox is enabled, your comment will automatically appear in the final report
   3. Once you save the note, you can add additional notes until your review is complete. Other users can add notes if they have permissions to review the document
   4. Edit and delete notes as needed
      
      
5. Once complete, select Finish Review. A new window will prompt you to select the Vendor's Assessment Status from a dropdown. This status will also be reflected on the Vendor Detail page. 
6. Finally, select Export Report to open the final report editor. Here, you will see the key vendor details and any comments tagged for inclusion on the final report. 

What's next?

We will continue building out the document review functionality, here are a couple of features to expect in the future. We are always interested in your feedback, please let your Customer Success Manager know which review features you would like to see next:

• • Customizable document requests
  • Send review comments to the Vendor
  • Collaborate with other reviewers
  • Flag comments and create Issues
  • AI Review of other documents