Governance and assurance
Submit evidence for review
Submit draft evidence for admin review and approval.
- Audience
- Analysts and above
- Required role
- Analyst
- Plan availability
- All plans
- Last reviewed
Submit evidence when a Draft or Changes requested record is ready for an Admin or Owner to review.
Prerequisites
- an evidence record in Draft or Changes requested
- required fields and attachments completed
- Analyst, Admin, or Owner role to submit
- Admin or Owner role to review
Steps for submitters
- Open the evidence record in the Evidence Vault.
- Review title, description, attachments, and expiry details.
- Select Submit for review.
- Confirm the status changes to Submitted.
Steps for reviewers
- Open the Evidence Vault and filter for items awaiting review.
- Open a Submitted record.
- Choose one action:
- Approve
- Reject
- Request changes
- Add a review note when the product prompts for one.
- Confirm the status updates and the submitter can see the outcome.
Expected result
Approved evidence can be linked to Configurable Reports. Rejected or Changes requested records return to the submitter for correction.
Troubleshooting
| Issue | What to check |
|---|---|
| Submit action unavailable | Record status; archived records cannot be submitted |
| Review actions unavailable | Your role must be Admin or Owner |
| Approved record needs edits | Approved evidence may need to be revised through the product's revision flow |
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