The Statement View Audit page lets Compliance Officers
look at all employee statement views for a single month. The Compliance
Officer selects a date (month and year), then can view all statements
pending review, all statements that have been reviewed, and all statements
not available for review for the specified month.
Optionally, check Only show statements with no activity. If enabled, the report will only show statements with no asset activity for the selected date.
Select a month and year from the Date
drop-down, then click View.
There are three views:
Statements Pending Review - A list
of statements pending review, including a link to view each statement.
Statements Reviewed - A list of statements
reviewed, including who reviewed each statement and the date on
which they reviewed it.
Statements
Not Available - A list of
statements not available to be viewed.
Statements Pending Review
Statements Reviewed
Statements Not Available
Click the arrow to expand or collapse a view.
A sample of each view is shown below.
Click Review All to approve all the statements in the list at once. The page will refresh and say, "All Statements have been reviewed."
