Periodic Review User Guide
Attached to this article, you will find a helpful user guide to assist you with using the Periodic Review Module on the Riliance system.
The Periodic Review Module will act as a central location for firms to record and store all of their reviews.
Users with access to the Periodic Review Module will be able to schedule tasks for these reviews to be completed, and set and complete tasks to record any remedial actions.
The Periodic Review Module also has a Reporting Suite allowing you to review your entire review 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 recording a 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 ‘Periodic Review Guide’ below.