Manage and Reports
Use Manage to see where a package stands, and use the deliverables to send findings to the people who need them.
Manage
Manage shows a summary of the findings in the package. It refreshes when you return to the tab and every 30 seconds.
| Card | Meaning |
|---|---|
| Open | Open, in progress, or reopened |
| Unassigned | Open findings with no assignee |
| High | Open findings at High severity |
| Overdue | Due before today and not resolved |
| Due 7d | Due within 7 days |
| Undisposed | No disposition recorded |
| On RFI | Placed on an RFI |
| Resolved | Resolved in the last 7 days |
| Days open | Median days the open findings have been open |
Click a card to filter the findings by it. Charts break the findings down by resolution and severity, a trend chart shows Opened, Resolved, and Backlog, and a pivot lets you choose rows and columns. Recent activity lists what changed. Filters and Views work here as they do on Findings.
Export
Open Actions and choose an export:
| Export | Notes |
|---|---|
| CSV | One row per finding |
| Excel (.xlsx) | Tick Include history in Excel to add change history |
| Word (.docx) | A findings document |
Exports follow the filters and view you have applied, up to 5,000 findings.
RFIs, Reports, and Comment Logs
A deliverable is a notebook built from findings. Create one in either of two ways.
From selected findings. On Findings, tick the findings you want. Open Package actions and choose Create RFI, Create report, or Create comment log. These stay disabled until you select findings.
From a view. On Manage, open Actions and, under Create notebook from view, choose RFI, Findings report, or Comment log. Report from selection builds a report from the findings you ticked.
The new deliverable opens as a notebook. Edit it like any notebook and download it as a Word file with the notebook export options. See Notebooks.
A report or comment log states that it lists conditions the review detected and is not a certification. A report or comment log can include a backcheck section. An RFI does not.
Track deliverables
Package actions > Logs, reports, and RFIs lists the deliverables for the package. Each row opens a menu:
| Action | When |
|---|---|
| Open | Opens the notebook |
| Mark issued | On a draft. Freezes a copy of the notebook |
| Regenerate | On a draft. Rebuilds it from the current findings |
| Mark answered | On an issued RFI, once the answer arrives |
Finally, issue the package when the review is final.