• Issues
  • About Issues
  • Getting Started with Issues
  • Issue properties
  • Issues pane
  • Adding client file issues
  • Adding document issues or line issues
  • Clearing issues
  • Updating or completing issues
  • Customizing issue types
  • Deleting issues
  • Creating new issue views
  • Customizing views
  • Issues Tab - Document Properties

Adding Client File Issues

Issues can be added to the file as reminders or tasks that staff members should address during an engagement.

Prerequisites

• For SmartSync users, ensure you are online and synchronizing with the parent file to make any changes available to other online users.

• For Review on the Go users, visit the CaseWare Cloud Help Center for more information.

Procedure

The procedure is performed from the Issues pane.

1. Click the area marked Click here to add a new issue.

   

   By default, the issue number is composed of your initials and a number.

2. Complete the issue details to outline the concern or issue in the client file. >>Quick Reference

   • Subject*
   • Type
   • Assigned To

   Note: At minimum, add a subject to create the issue and ensure None is selected for Document (this is a client file issue).

3. If applicable, check options related to client file considerations. >>Quick Reference

   • Retain on cleanup
   • Roll Forward

4. Set any options related to an issue's status. >>Quick Reference

   • Due on
   • Reminder
   • Time

5. Click outside the area to save.

   Note: If you did not specify a subject then no issue is created.

Results

The issue is created for the client file and can be viewed only from an issues view.

Related Topics

• Issues