A checklist serves as a comprehensive guide for disclosure requirements, providing visibility into all data points linked to each requirement. The checklist flyout presents an overview and detailed guidance for the selected disclosure item.
Users can navigate between various disclosure requirements within the checklist flyout, enabling access to related data points without needing to return to the overview page.
The narrative tab within the checklist flyout allows users to add content to the draft section, which will automatically be reflected in the reports.
Additionally, the checklist supports commenting on specific disclosure requirements or data points, including the ability to tag colleagues for collaboration in the Notes & Omissions tab.