Create review templates consisting of human readable question sets grouped by subject.
The templates are categorised by Party Service, Contract Types or People and can then be instanced into a formal Review to record a Due Diligence process against a Party. Contract or Person.
Once a Review is completed, it can be sent for Approval, the outcome of which can be used to update the approval status of its subject.
Key features of Reviews
Review templates can be copied and versioned. However once a Review has been created from a template, its structure is fixed.
A Review can have Requirements, mandatory or optional items that are required before a review can be peformed.
Reviews scored with Group sub-totals from individual question responses. Originating from Template enforced scoring based on a self configured matrix.
Reviews must be validated before completion meaning mandatory Requirements, Questions and Scores must be first completed.
An outcome of a Review may generate Recommendations that can be made visible in an Approval and tracked until completion.
Completed reviews are generated into a pre-formatted pdf and saved back into Dellegance providing a clear audit trail of the process.
Fine tuning of your process enabled by Manager configuration – prevents Reviewers amending mandatory item or question sets
Service levels for all reviews, based from their template, are monitored and visible via “ToDo” emails, dashboards and reports.