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Compliance Reviews in Proof & Measuring KPIs


Level 1
Looking for experience and/or suggestions on anyone using Workfront Proof for Compliance reviews, revision requests, & approvals. We need a way to report on SLAs and KPIs and aren't sure of best practices. We're looking to report on duration of: Time between request for review hitting Compliance team and Compliance reviewer beginning work Time between Compliance reviewer beginning work and completing review with decision If decision is Revise/Resubmit then the Time between request submitter receiving decision and resubmitting request to Compliance Then Time between Compliance receiving revised submission and completing review decision Repeat #3 and #3a as needed Thanks in advance for any insight you may provide! :) Kristen, TD Ameritrade Implementing Workfront for the first time in March 2020 Kristen Bernady TD Ameritrade

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