Financial Assurance Module
  • Financial Assurance Module Documentation
  • INTRODUCTION
    • Glossary / Terminology
    • FAQ
    • Releases / Changelog*
    • Report an Issue / Contact us
  • PRODUCT / END-USER DOCUMENTATION
    • Overview
      • User roles and permissions
    • Financial Assurance Module Navigation
    • Overall User Interface
    • Engagements section
      • Creation of Engagement
      • Reporting of Engagement
      • Submitting of Engagement
      • Finalize the Engagement
      • Export of Engagement
      • Cancellation of Engagement
    • Staff Spot Checks section
    • FAM workflow
  • TECHNICAL DOCUMENTATION
    • Architecture
    • Development Setup
    • Deployment / DevOps
    • Backend Module structure
    • Data Model
    • Fixtures & management commands
    • Integration with permissions framework
    • Interaction with VISION
    • API Documentation
      • Error Handling
    • Frontend
      • Module structure
      • Build process
      • Tests
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On this page
  • There are 3 ways to access the FAM.
  • 1) via the app icon
  • 2) via the direct link
  • 3) via the Action Point Dashboard (through the link to related task for AP created in the FAM)
  1. PRODUCT / END-USER DOCUMENTATION

Financial Assurance Module Navigation

PreviousUser roles and permissionsNextOverall User Interface

Last updated 6 years ago

There are 3 ways to access the FAM.

1) via the app icon

User can switch to the FAM by selecting “Financial Assurance” module icon:

2) via the direct link

The user can access the FAM via the link in the email to a particular engagement, that is accessed to him or via a link for signing in to FAM.

3) via the Action Point Dashboard (through the link to related task for AP created in the FAM)

2) The user should filter the list of Action Points by clicking "Add Filter" button in the top right corner of the screen and selecting the required "Related App" filter and then choose the FAM

3) The user should click the reference number in the particular row to open the action point details screen.

4) Clicking the link in the "Related Document" field will move the user to the FAM:

1) The user should switch to Action Point Dashboard via icon by selecting “Action Points”:

Switch to Financial Assurance
Switch to Action Points Dashboard
List of Action Points filtered by Financial Assurance related app
Link to the Related Document in FAM