Electronic Review and Sign Off
Working Papers has an extensive list of features to facilitate electronic review notes, history and milestones, and role sign offs. Together, these features are discussed under Electronic Review and Sign Off.
The three main Working Papers features include:
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Issues
Identify and resolve concerns in detail using Issues as electronic review notes across the client file.
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History and Milestones
Maintain an active log of events in the client file and save documents at meaningful milestones during an engagement.
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Roles
Track staff member and engagement progress using role sign offs.
For more details about the individual features, click a feature on the right.
In a traditional review workflow, these features can be used to organize and maintain the client file in your engagement. The following diagram illustrates how each feature can support engagement reviews.
For more details, see About electronic review and sign off.
History and Milestones
History and Milestones is a feature for recording events in the client file and document version control. Use this feature to track and log events in the client file and take snapshots of documents during an engagement.
Issues
Issues are electronic review notes used to identify and resolve concerns in the client file. You can use issues to note problems in a document or specific line items and then have these issues assigned to staff members to investigate. Use issues to manage and track workloads in a client file..
Roles
Roles in CaseWare® Working Papers are used for electronic sign off of documents in a client file. Roles can assist you when there are several collaborators in the client file and engagement progression is dependent on role sign offs.