File Audit User Guide
Attached to this article, you will find a helpful user guide to assist you with using the File Audit Module on the Riliance system.
The File Audit Module will act as a central location for firms to complete and store all of their file reviews.
Users with access to the File Audit Module will be able to record these reviews, set and complete corrective and verification tasks.
Additionally, users with Supervisor access will also be able to schedule upcoming audits and review historical entries once they have been archived.
The File Audit Module also has a Reporting Suite allowing you to review your entire audit register and produce useful Management Information.
Additionally, Riliance are happy to produce bespoke reports to review more specific Management Information. If you would like to request a bespoke report, please contact us at Riliance using the details below and we will be happy to discuss.
If you have any questions at all, or would like any further assistance with completing a file review, please do not hesitate to contact our Client Services Team on 01829731200. Or alternatively, you can email us at email@example.com
To download the guide, please click the attached document named ‘File Audit Guide’ below.