Who is this article for?

Users who want to learn about Reviewing a Work Programme Template

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This article outlines and overview of Reviewing a Work Programme Template within Adding Recommendations, Availability conditions, Informed Items.

1. Reviewing a Work Programme Template
2. Further Reading

1. Reviewing a Work Programme Template 

1. To open up a Work Programme Template the user can either double click or select the Work Programme once to activate the Work Programme Actions menu

2. The user can then select the option to Open Template which will open an editable copy
3. The Work Programme will open with the status Under Review
4. To the right-hand side of the screen the user can enter comments by selecting the Add Comments icon

5. The Author and the Date will automatically populate with a section that can be expanded for entering a comment

6. As comments are entered an Audit trail is captured which can be viewed by selecting the View Audit Trail icon

7. This will open up the following window

8. Once the review is complete select Save and then Close to move back to the local store

9. Select the Work Programme Template once and from the Work Programme Template Actions menu select the option Return to Auditor

10. Once selected an additional screen will appear allowing the user to enter additional comments and choosing a Type for that review comment
11. Once complete select Finish

12. The Work Programme Template will now change to the status In Progress – With Review

13. The user can now re-open the Work Programme Template and follow up on any actions or comments made during the review process
14. Once completed select Save and then Close and then select the Work Programme Template once to open up the Work Programme Template Actions menu and choose the option Return to Reviewer

15. Select Confirm Send to Reviewer

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16. The status will then change to ‘Under Review’ once more:

17. The reviewer will now at this point open the Work Programme Template and review the changes
18. If the reviewer is satisfied with the changes made the Work Programme Template is now ready to be Approved
19. Should the review raise other comments then the above process will be followed until the Work Programme is ready to be Approved
20. Please note that once a Work Programme Template is made Active if a user double clicks on this template it will open immediately as a Read-only copy which is shown by the padlock in the top left-hand corner as illustrated below

2. Further Reading

1. Pre-Defined Recommendations
2. Available conditions
3. Creating Availability Conditions
4. Editing Availability Conditions
5. Informed Items
6. Changing the Properties of a Work Programme Template
7. Creating A Risk Control Matrix
8. Saving and Closing a Work Programme Template
9. Checking the Status of a Work Programme
10. Submitting a Work Programme Template for Review
11. Approving a Work Programme and Marking as Active
12. Downloading/Updating a Work Programme Template
13. Importing/Exporting a Work Programme Template
14. Work Programme Template Reports
15. Manage Templates