What Do I Write When My Assessment Differs from Readily's?
When you record an assessment that differs from Readily's, a prompt appears asking what was missed. The feedback goes to Readily's compliance team, who review it and adjust how the requirement is analysed. You are not writing instructions for a model, so plain language is enough.
How to Respond to the Prompt
Steps:
Record your assessment as normal.
When Your assessment differs from Readily's. What did we miss? appears, describe the difference in your own words.
Click Submit feedback.
Two kinds of difference are worth naming when you see them:
Evidence handled incorrectly — the analysis asked for a document the requirement does not call for, or overlooked evidence that was submitted.
Requirement read incorrectly — the analysis misread what the requirement asks for, or expected the policy to use particular wording when different wording satisfies it.
Best practice: Say which part of the requirement the analysis got wrong and why your reading differs. Detail helps, but a short note that the requirement was misunderstood is still useful. There is no need to phrase feedback in any particular way.
Please note: Submitting feedback does not change your assessment. Your assessment is what carries through to the report.
Will Readily Find Evidence in a Document Submitted for a Different Question?
Yes. Readily reviews every document the delegate submitted, not only the one they attached to the question you are assessing.
How the Documents Are Searched
Two things happen when a delegate responds:
The document they attached to a question is treated as their answer to it, and is weighted accordingly.
Everything else they submitted is also searched for evidence that satisfies the requirement.
So if the answer to a utilization management question actually sits in the program description, and the delegate attached that document to a different question, the analysis will still find it and cite it.
Please note: This is also why a requirement can come back partially met when the delegate believes they answered it. The analysis reports what it found across the whole submission, and names what it could not find.
Best practice: Read the analysis before requesting more information. What looks like a missing document is sometimes evidence located somewhere you did not expect.
Does Readily Review Case Files Automatically?
No. Readily's AI reviews policies and procedures, and it calculates results from the universe you collect, but it does not read the case files themselves. Those you review and score by hand.
What Is Automated and What Is Not
Policies and procedures — analysed automatically. Readily reads the submitted documents against each requirement and reports what it found, with citations.
The universe — anything that can be calculated from the data is calculated. Where a requirement depends on dates in the record, such as a turnaround time against a threshold, the result is worked out and shown with its reasoning.
The case files — reviewed by you. Readily gives you the record, the documents and the scoring interface side by side, and consolidates your results with everything else.
Case files vary widely depending on the system they were produced in, to the point where an experienced auditor sometimes needs time to work out what a file is showing. Scoring them is left to the person who can make that judgment.
Please note: Readily also does not produce a pre-highlighted export of a document with the relevant passage marked for a regulator. The analysis identifies and cites the passage on screen, but exporting a highlighted copy is not available.
Why Aren't My Uploaded Documents Showing in the Audit?
If you have uploaded policies but the audit still shows none, the documents are in SharePoint but have not been pulled into the audit yet. Syncing brings them in.
Sync the Documents into the Audit
Steps:
Open the audit and go to the Evidence tab.
Click Open SharePoint and confirm your files are there.
Return to Readily and click Sync to pull the documents into the audit.
Wait for the sync to finish. Readily analyses each document as it comes in, so this takes longer than a file copy.
Best practice: Use Begin P&P Analysis instead when you are starting a policy review. It syncs and then runs the analysis in one action, so there is no separate sync step to remember.
Please note: Uploading a file to SharePoint does not by itself add it to the audit. Until the documents are synced, the audit's document count stays at zero.