Review and sign off the chart
A chart you can put your name under: Lucy shows you where documents disagree and lets you check every line against the document it came from.
Settle the open points
Section titled “Settle the open points”On the matter page, Review lists what needs your decision, for example two documents that give different percentages.
- Click Decide here on a point.
- Compare the documents and click Pick this one on the right one, or Neither fits, reject the line. Skip leaves it for later.
Walk through the chart
Section titled “Walk through the chart”On the chart, click Review facts to go through the open points one by one.
- For a single line, Lucy asks a question such as “Does A own 40% of B?”. Click ✓ Correct to sign it off, or ✗ Not right to Edit or Reject it, with an optional reason.
- Where documents disagree, compare them and pick the one that fits.
- Where shareholdings add up to more than 100%, pick the correct one, or leave it open.
Use the keyboard to go faster: C correct, R reject, ← → previous and next. When you’re done, Lucy shows Review complete.
Check a line against its source
Section titled “Check a line against its source”Click any box or line on the chart. The panel on the right shows the quote from the document it came from; click View source to open the document. A line no document supports is marked as added by you.
Correct the chart yourself
Section titled “Correct the chart yourself”- Edit data: click a box or line and change it, add officers, notes or a link, then click Apply your change.
- Add entity: add a company or person the documents don’t name. It appears on the chart as added by you. To check a company against the Handelsregister, see Check companies against the Handelsregister.
- Arrange layout: drag boxes to tidy the chart. Reset layout puts them back.