Working papers that live inside the app

Many UK treasury teams still park PDFs on a shared drive while the treasury audit oversight app holds only a status flag. That split guarantees mismatched versions. When evidence lives beside the exception, the trail stays whole.

Keep comments short and dated

Long essays discourage updates. We teach a three-line habit: what was checked, what remains open, who owns the next step. Attachments carry the heavy proof; comments carry the narrative.

Link, do not duplicate

Where policy requires a formal paper file, store the canonical pack in the app and reference its ID in the paper index. Duplicating both ways is how drift begins.

Reviewer sign-off as a first-class field

If supervisors only approve by email, the app never learns. Use the review status inside the platform so sampling can filter for unsupervised clears.

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