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New/Edit Issue Dialog

Use the New Issue dialog to create reminders or tasks that staff members should address during an engagement. You can access this dialog from:

  • the Document Manager by right-clicking any document or folder and selecting Add New Issue...
  • an Automatic Document by right-clicking and selecting Add Document Issue... or Add Line Issue...
  • a CaseView Document by right clicking and selecting Add New Issue...

To edit an existing issue, double click it in the Issue List, or click the uncleared issue icon () and click Edit.

Number Description
  • Number: Issues are given a unique number as they are created. The default number is created from the initials (for role completion) specified in the User Identification dialog followed by an incrementing numeric number. You can modify the issue number as required by typing over the default issue identifier. You can add an issue number to existing issues by typing an issue number in the issue number field. The issue number field is not mandatory.
  • Cleared: Check box option to indicate an issue is cleared. This can mean an issue is completed, not applicable, reviewed, or other firm specific meaning.To filter issues by uncleared issues use the Uncleared Issues tab to filter your results.
  • Details: A summary of the details related to this issue. These fields are read-only and are automatically populated based on the information in the file and issue.
  • Subject: Summary description of the issue. The subject appears beside the issue number to help identify the issue.
  • Type: Issue category such as a client issue, engagement issue, or considerations for next year issue. You can create custom issue types to match the terms used by your firm.
  • Retain on Cleanup: Check box option to preserve this issue even after running the cleanup process
  • Roll Forward: Check box option to preserve this issue after a year end close procedure.
  • Assigned to: User assigned to this issue. Users can only be selected from the existing list, or added as necessary.
  • Priority: Set a priority of Low, Normal, or High for this issue.
  • Document: Document where the issue will be added. If set to None, the issue will not be assigned to any documents.

    Note: If the layout for the issue type (e.g. engagement issue) has the Document field hidden, issues of that type cannot be automatically assigned to any documents. See Customize Type Layout Dialog for more details.

  • Description: Extended description for this issue.
  • Resolution: Description of the resolution for this issue.

Note: You can change the font in either text box by right clicking it and selecting Font. Fonts are set independently for each text box.

  • Status: General status for this issue.
  • % Complete: Level of completeness for this issue in percent.
  • Start on: Date when the issue was started.
  • Due on: Date when the issue is due.
  • Reminder: User specified date to remind the assignee of this issue.
  • Time: User specified time when the Reminder is triggered for this issue.

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