Roles

How Do I?

Roles

• Adding a Role
• Signing Off a Document Role

Role Sets

• Adding a Role Set
• Deleting a Role Set
• Setting a Document Role Set
• Setting Role Set on Multiple Documents

Troubleshooting

• Correcting Invalid Sign Offs

More Info >>

• About 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.

Reference >>

• Roles Options

  Set the number of roles, role sets, and other options on the Tools | Options dialog.

• Role Dependencies

  You can define sign off requirements for roles in a role set. When you define a requirement, you are specifying that one role cannot be signed off before another.