{% extends "ui/templates/base/layout.html" %} {% block content %}

AQMM Dashboard

Assurance engagement quality status, AQMM tasks, evidence, reviews and closure readiness.

Peer Review Export Export CSV Open Engagements

Assurance Engagements

{{ kpis.total_assurance }}

Within selected scope

AQMM Approved

{{ kpis.aqmm_approved }}

Pending: {{ kpis.aqmm_pending }}

Evidence Pending

{{ kpis.evidence_pending }}

AQMM-tagged task evidence

Closure Pending

{{ kpis.closure_pending }}

Closed: {{ kpis.closure_closed }}

Declarations Pending

{{ kpis.declaration_pending }}

KYC Pending

{{ kpis.kyc_pending }}

Engagement Letter Pending

{{ kpis.engagement_letter_pending }}

Rework Pending

{{ kpis.rework_pending }}

AQMM Tasks

{{ kpis.aqmm_tasks_total }}

Manager Review Pending

{{ kpis.manager_review_pending }}

Partner Review Pending

{{ kpis.partner_review_pending }}

Review Partner Pending

{{ kpis.review_partner_pending }}

Assurance Engagement Quality Status

Shows only assurance engagements in the selected tenant, branch and financial year.

{% for item in engagements %} {% set row = item.row %} {% set closure = item.closure %} {% set counts = item.counts %} {% else %} {% endfor %}
Client / Service AQMM Acceptance Checklist Tasks Pending Reviews Closure Blockers Action
{{ row.client.client_name if row.client else '-' }}
{{ row.catalogue.service_name if row.catalogue else '-' }} · FY {{ row.financial_year or '-' }}
Partner: {{ row.assigned_partner.full_name if row.assigned_partner and row.assigned_partner.full_name else (row.assigned_partner.email if row.assigned_partner else '-') }}
Status: {{ (row.quality_workflow_status or 'not_required')|replace('_',' ')|title }}
KYC: {{ (row.quality_kyc_status or '-')|replace('_',' ')|title }}
Independence: {{ (row.quality_independence_status or '-')|replace('_',' ')|title }}
Conflict: {{ (row.quality_conflict_status or '-')|replace('_',' ')|title }}
Letter: {{ (row.quality_engagement_letter_status or '-')|replace('_',' ')|title }}
Total: {{ counts.total }}
Mandatory: {{ counts.mandatory }}
Completed: {{ counts.completed }}
Evidence pending: {{ counts.evidence_pending }}
Manager: {{ counts.manager_pending }}
Partner: {{ counts.partner_pending }}
Review Partner: {{ counts.review_partner_pending }}
 {{ (closure.closure_status if closure else 'not_started')|replace('_',' ')|title }} {% if item.blockers %}
    {% for blocker in item.blockers[:4] %}
  • {{ blocker }}
    • {% endfor %} {% if item.blockers|length > 4 %}
  • More blockers...
    • {% endif %}
{% else %} No major blocker {% endif %} 		Open
No assurance engagements found.

AQMM Tasks Needing Evidence / Review

Tasks shown here are already part of your existing service checklist and are tagged as AQMM tasks.

{% for task in pending_tasks %} {% else %} {% endfor %}
TaskClient / EngagementEvidenceReview StatusAction
{{ task.task_name }}
Seq {{ task.sequence_no }}{% if task.aqmm_reference %} · {{ task.aqmm_reference }}{% endif %}
{{ task.subscription.client.client_name if task.subscription and task.subscription.client else '-' }}
{{ task.subscription.catalogue.service_name if task.subscription and task.subscription.catalogue else '-' }}
Required: {{ 'Yes' if task.aqmm_evidence_required else 'No' }}
Status: {{ (task.evidence_status or '-')|replace('_',' ')|title }}
Manager: {{ (task.manager_review_status or '-')|replace('_',' ')|title }}
Partner: {{ (task.partner_review_status or '-')|replace('_',' ')|title }}
Review Partner: {{ (task.review_partner_review_status or '-')|replace('_',' ')|title }}
{% if task.rework_status not in ['none','not_required',''] %}
Rework: {{ task.rework_status|replace('_',' ')|title }}
{% endif %}		 Evidence
No pending AQMM task evidence or reviews.
{% endblock %}