Financial Assurance Module Navigation

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:

Switch to Financial Assurance

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)

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

Switch to Action Points Dashboard

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

List of Action Points filtered by Financial Assurance related app

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:

Link to the Related Document in FAM