There are three instances in which you’ll want to create a ticket on the PAAB eFiles platform:
Tags create a confidential record of issues encountered during the preclearance process for periodic internal or external audit. Tags are NOT a communication tool for resolving issues during the live review of the file. In fact, the eFiles platform does not show client tags to the reviewers. Clients must therefore continue to utilize written and verbal correspondences to move files forward and to obtain clarification. Tags are not just for identifying pain points. When you have an experience that was particularly helpful, tag those too. This helps to reinforce and build on interactions that provide value to the customer as well.
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Neither the tags nor the corresponding content in the “Comments” field are visible to reviewers. |
It’s important to specify what triggered your decision to select a tag in the “Comments” field. This context helps the auditor assess the validity of the tag and to determine what steps can be taken to improve your preclearance experience in the future. Aggregated anonymous reports will periodically be made available. Reports can be found by Clicking Here
Tagging a PAAB letter or PAAB phone call takes only a few seconds. Click Here to access a slide deck containing instructional videos (on slides 5 and 6). In addition to providing instructions, the videos provide reassurance that reviewers cannot see client tags. The videos conclude with the reviewer view of a tagged submission for further confidence in anonymity. Click here to see some commonly asked questions and post any additional question on the linked Forum port.
See the Appendix below for a list of the available tags and the rationale for selecting each tag.
Please briefly describe the question in the “Details” field. For information on what qualifies as a general question, Click Here.
Content entered into the “Details” field (unlike content entered into the “Comments” field) is visible to the reviewer. This information helps the reviewer prepare for the call.
Please note that all calls are recorded for quality assurance, training and auditing purposes.
Once the criteria for escalation calls listed in PAAB code section 1.6.F.2 have been met, the submission’s primary client contact can submit a new ticket requesting a call to be arranged at a specific time.
The “Details” field of this ticket must include:
Submit the ticket and a member of our File Coordinator team will follow up internally with the Reviewer and the Director of Preclearance Services for date and time availabilities for this call. Once a date and time is confirmed with all parties, the client will be required to provide conferencing details to allow participants to dial into this call.
Updated February 2023
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Client Tags |
Description & Instructions |
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Inconsistency perceived because objection to content previously approved for the brand was maintained after directing PAAB to the prior approval eFile # |
The ticket must identify all of the following in the "Comments" field:
resubmission letter from August 3, 2024"}. Keep in mind that the copydeck is expected to identify copy lifted from the brand's prior APS. |
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Inconsistency perceived because objection was maintained after demonstrating that the same presentation was approved for a different brand |
Ticket must include all of the following in the “Comments” field:
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Ruling perceived to be inconsistent with the code/guidance |
The “Comments” field must identify the PAAB response date, comment number, ruling which is perceived to be inconsistent with the code/guidance AND the applicable code section or guidance document. Also clarify how/why the ruling is perceived to be inconsistent. Details are key. The more detail you provide the easier it is to validate and take action on. |
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PAAB did not return call at agreed upon time |
This tag must be added to the ticket which was created to schedule the call in question. |
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Incomplete review perceived to be unwarranted |
This ticket should clarify why the client disagrees with the decision not to perform a line-by-line review (in the “Comments” field). |
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Perceived issue with level of expertise |
This ticket must clarify specifically what triggered this perception (in the “Comments” field). Be specific. |
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Particularly helpful comment/discussion/action |
Please provide details that clarify what we’ve done to trigger this tag so that we can be sure to do more of it in the future. |
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The requested revision was unclear to me even following a clarification phone call |
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Ruling perceived to be inconsistent with code/guidance |
Use this tag when you understand the PAAB comment but you feel it is inconsistent with the PAAB code/guidances. Identify the comment in question and be specific about which code/guidance the ruling appears to contradict (in the “Comments” field). |
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Consider changing the code/guidance |
Use this tag to identify opportunities for improvement of the code/guidances. Please propose wording for consideration. |
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Consider changing PAAB process and procedure |
Use this tag to identify opportunities for improvement of PAAB processes or procedures (e.g. ARO process, renewal process etc). Be sure to be specific about rationale and application of the suggestions. |
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Confrontational PAAB representative |
Ticket must identify the PAAB representative’s actions which were considered confrontational. Please provide any relevant context. |
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Issue which is perceived to be new was raised late in the review |
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Late correspondence impacted client |
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View in Full ForumIn an effort to constantly serve our clients better, PAAB has unveiled a new electronic submission process(eFiles). Effective January 2, 2008 all submissions will have to be submitted via the eFiles system. Please have a Senior Official (Director level) send an email to the administration team at review@paab.ca with the contact information of the person(s) who will be designated as administrator(s) for your company. Click on eFiles, on the menu, then eFiles Tutorial for a tutorial on how eFiles works.
link to change the temporary password to one of their choosing”Please contact the admin team at PAAB if you need assistance with eFiles
Community Forum Guide
