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How do I see a summary of review notes for a workpaper?

Users will have the ability to see a summary of review notes for a workpaper so as to have the latest discussion points related to a workpaper.

Key Functions 

  • Ability to view all review notes for a workpaper.

User Flow 

Ability to view all review notes 

  1. On the Compilation journey screen against each workpaper row there will be a Review notes icon under the Review notes column.
  2. The icon will show the count of review notes available for that workpaper and will be clickable.
  3. Once you click on the icon the review notes panel will open in read only format. The panel will be read only and list all the Review Notes created for that workpaper.
  4. The review notes will be in the order of and grouped by the steps in the workpaper or rows on TB. All replies posted on the review note will also be available within the panel.
  5. Filter Option must be present in Review Note Drawer where user can filter by Below Option - Open, Resolved, Closed, High Priority, Unread, Assigned to me.