The Data Review and Sign-Off functionality in KEY ESG lets you run structured, auditable review workflows for your fund's self-assessment, and gives you visibility into where each portfolio company stands in their own review and sign-off process.
Role capabilities summary
Admins: configure the review process, view all tasks, and remove review decisions.
Reviewers: approve, reject, or comment on assigned tasks.
Data Gatherers: submit data, view submission status, and respond to feedback.
Admins can also act as reviewers for specific tasks, but cannot approve or reject submissions they aren't assigned to.
Setting up review for your self-assessment
Where to find it: Data Request Setup → Step 4: Review and Sign-Off (within your fund's own self-assessment data request).
Enable review process: switch on the Review and Sign-Off toggle, then click Edit to start configuration.
Select data for review: choose the specific data points in your self-assessment that require review.
Assign reviewers: assign one or more reviewers from your internal team.
Save changes: reviewers will see their assigned tasks in the Review Dashboard once data is submitted.
Submission Viewer
The Submission Viewer gives reviewers full context to make decisions, including submitted data, evidence and notes, a chronological comment/decision timeline, and actions to Approve, Reject, or Comment.
When a workflow is finished
A review cycle is complete when all submissions have been reviewed and approved, all comments and actions are logged in the audit trail, and the reporting year can be locked for compliance assurance.
Best practices
Avoid assigning reviewers to their own submissions, to maintain independence.
Assign multiple reviewers for critical data to reduce delays.
Use "Mark for Review" early to flag key data points even before assigning reviewers.
Check the dashboard periodically to monitor review progress.
If you have any questions, our team is here to help via the in-platform chat function or by emailing support@keyesg.com.