Introducing the OAK Review Tool: Streamlining Financial Models Review and Audit 11 Mar 2023
With this tool, you’ll no longer have to struggle with manually tracking feedback from your team members or customers.
How does it work? The OAK Review Tool stores all review information in the ‘Alt Text’ of shapes in the workbook. This means you can easily access and manage all ‘issues’ within the spreadsheet. You can also export all issues to a report worksheet, edit them as desired, and re-import them back into the workbook with ease.
But what is an ‘issue’? An issue is a packet of review information stored on shapes within the workbook. This includes an Excel range/location, a title, a collection of comments, tags, status, severity, author initials, date created, date edited, and visible status. With all of this information organized and accessible in one place, you’ll be able to address feedback and issues in a more timely and efficient manner.
To further streamline your financial models review and audit process, the OAK Review Tool also offers advanced filtering and sorting options. You can filter issues by tag, severity, or status, and sort them by any column in the report worksheet.
The Review Tool not only saves you time and effort, but it also enhances the overall quality of your work. By addressing issues and feedback in a timely manner, you’ll be able to produce more accurate and error-free spreadsheets. Plus, with the ability to edit issues directly with the Add/Edit Issue form or on the report worksheet, you have the flexibility to work in a way that suits you best.
Don’t let spreadsheet reviews slow you down. Try the Review Tool today and experience the benefits for yourself.
(for more detailed instructions on how to use the Review Tool, visit the following page: https://www.operisanalysiskit.com/help/OAK5/?reviewissues.htm)