In this article:
Learn how to complete a review task for an accreditation standard in Logiqc, so the standard can move forward for approval or stay with you while further work is done.
In the Review stage you carry out the task set by the item manager, then either complete the review or record a progress note.
A review task is created in the Manage stage, when the item manager delegates the review of a standard to you. The task instructions tell you what to check, which is usually whether the standard is still linked to the right evidence and describes how your organisation meets the requirement.
Your comments are relayed to the item manager when the review returns to the Manage stage.
Q: What happens if I make a progress note instead of completing the review?
A: The task stays with you in the Review stage. You can make a progress note as many times as you need. The standard only moves on when you select Complete review, which can be done once.
Q: Where do my comments appear?
A: Reviewer comments, additional comments, and progress notes all appear in the Action history, keeping the item manager and others informed.
Q: What does Go to standard do?
A: It opens the Accreditation details page, where you can review the evidence linked to each requirement and the statement in How the requirements are met.
Before you start
Check the following:
- A review task for an accreditation standard has been assigned to you.
- You have the Review Governance register items permission (minimum licence type: Action).
- You know what you have been asked to check, such as evidence links, compliance wording, or the item manager's instructions.
Step 1: Open the review task
Navigation path
Open the standard from the register, or follow the task link from My tasks.
Open the standard from the register, or follow the task link from My tasks. Select the assigned to you button on the workflow to open the Task management component, which shows your instructions.
Step 2: Review the standard
Select Go to standard to open the Accreditation details page. Review the evidence linked to each requirement and the statement in How the requirements are met, then select Save to return to the review.
Your instructions and options in the Task management component.
Step 3: Complete the review or make a progress note
Choose one of the following options.
Complete review
Use this when you have taken all action set out in the task instructions. The review is signed off once and the standard returns to the Manage stage.
Make a progress note
Use this when you have started the review but are not ready to complete it. The note is recorded and the task stays with you in the Review stage.
Complete review presents the following fields:
- Reviewer comments: add details of the action you took. These are relayed to the item manager and appear in the Action history.
- Additional comment (optional): add any further comment about the review.
Make a progress note presents one field:
- Progress note: record the steps taken so far. This helps keep others informed of where the review is at.
Step 4: Submit
Select Submit to save your changes. If you selected Complete review, the task leaves your task box and returns to the Manage stage for checking. If you made a progress note, the task remains in your task box.
Troubleshooting
If the review task is not behaving as expected:
"I cannot see the Complete review option"
- Check that the standard is in the Review stage.
- Open the Task management component from the workflow button assigned to you.
- Confirm the review task is assigned to you and that you have the required review permission.
"I am not ready to complete the review"
- Select Make a progress note instead of Complete review.
- Record what has been checked and what still needs attention.
- Return to the task before the due date to complete the review.
What happens next
Completing the review returns the standard to the manager
The standard goes back to the Manage stage, where the item manager decides whether to escalate it for approval.
A progress note keeps the task with you
If you recorded a progress note, the task stays in the Review stage until you return and complete the review.
Your comments stay on the record
Reviewer comments and progress notes remain in the Action history, visible at later stages and at the next review.