Once a narrative or flowchart has been uploaded into FloQast, preparers and reviewers can be assigned to the process. Assignments hold team members accountable for updating and maintaining process narratives and flowcharts.
Process narrative and flowchart assignments can be given to anyone with access to FloQast with an Ops user assignment or higher.
Similar to the core application, multiple preparers and reviewers can be assigned to each process narrative and flowchart by clicking the “+” next to the Preparer and Reviewer.
When preparers and reviewers sign off on a process narrative, sign-off dates will appear to indicate when a process narrative or flowchart has been updated.