MyCSF Reliance Tracking
This would leverage the MyCSF workflow and functionality for inheritance and extend part of it to reliance.
1. Add a button for 3rd Party Report Reliance to the UI for each CR
2. Allow update of 3rd party reports in bulk that identifies the documents as such and collects pertinent information about the report to include (type, issuance date, review period)
3. When reliance is used for a CR they would click the button and select which report from #2 is being relied upon.
This will allow the interim selection process to exclude CR that used 3rd party reliance to ensure we are reviewing CRs that have been tested proximate to the anniversary date of the original validated assessment.
Will also allow for additional PQIs as dates can be used to pre-qualify the reports ahead of submission.
Michael Frederick
shared this idea
this was included in the nov. 2020 release and will be enabled alongside the userforms and tasks functionality