Update & Re-Check Feature

Use Run re-check when a saved review has findings marked Fail or Review and you have corrected the advice or supplied the missing evidence. The current workflow uses amended files and asks you to review the proposed findings before applying them.

Step 1: Open the saved review

Open the review from Reviews, or use View SARA on its linked Advice Vetting record. Read the findings that need attention. Correct the source advice and collect the supporting evidence before starting.

Step 2: Start the re-check

Select Run re-check on the Pre-vet Result screen. SARA requires a saved review with at least one Fail or Review finding. If none remain, the app will tell you there are no findings to re-check.

Step 3: Upload the amended documents

Upload the corrected advice document and relevant supporting files. Check each document type before continuing. PDF, DOCX and TXT are accepted by the pre-vet workflow. Supply readable text; a scanned page with no extractable text may need a text-readable version.

The re-check targets findings previously marked Fail or Review. Previously passed or not-applicable findings are retained, so check whether wider changes to the advice need a broader review under your licensee’s process.

Step 4: Review the proposed changes

Select Run re-check and wait for processing. On Review updated findings, compare the previous and proposed outcomes, assessment and recommended actions.

• Keep current findings leaves the proposed findings unapplied.

• Accept new findings proceeds with saving the amended documents and updating the linked review.

Step 5: Check the saved result

Wait for the completion message, reopen the findings and confirm the expected review was updated. If an upload or save error appears, do not assume the changes were saved. Generate a fresh report once your review is complete.

Processing time varies. A successful re-check is still an AI-assisted assessment and does not replace adviser judgement or your licensee’s compliance sign-off.