Lockdown

How Do I?

Preparation

• Configuring the Lock Down Column
• Selecting Documents to Lock Down

The Lockdown

• Locking Down a Client File
• Changing Lockdown Parameters
• Locking Down a Client File After the Completion Date
• Unlocking a Locked Client File
• Relocking a Client File

Lockdown Override Password

• Creating a Lockdown Override Password at the Template Level
• Changing the Lockdown Override Password
• Changing the Lockdown Override Password at the Template Level

Other

• Keeping Documents Active in a Locked Down File
• Adding Documents to a Locked Down File Without Providing an Explanation
• Creating a Reviewer Copy

More Info >>

• About Engagement Lockdown

  The Engagement Lockdown feature allows you to comply with the established standards governing the documentation that an auditor should prepare and retain in connection with engagements including audit of financial statements, audit of internal controls over financial reporting, and reviews of interim financial information.

• Lockdown Notes and Considerations

  This contains some helpful notes and considerations that you should become familiar with prior to locking down a file.

• The Engagement Lockdown Wizard Overview

  Use the Engagement Lockdown Wizard to lock down documents in client files. In the wizard, you can specify the timing of the lockdown, the actions performed automatically with the lockdown, as well as the context of the lockdown.

• Monitoring Lockdown

  Monitor an upcoming lockdown from the Working Papers file or from Tracker.

• The Addition of Documents to a Locked File

  You can add a document to a file that is already locked down or to a file that will be locked down after the document completion date.

• Lock Down Rights and Passwords

  To prevent other users from changing the lockdown state, you can create a password that must be entered to allow access to the lockdown parameters. Depending on the protection and rights of a file, passwords may or may not be required.

• The Lockdown Reviewer Copy

  Working Papers enables the creation of a Reviewer Copy of an existing locked-down file to provide flexibility while complying with audit document regulations.

Reference >>

• Filter by Lockdown Status

  Filter the documents on the Document Manager to see those marked for lockdown or those that are not.

• Viewing Documents by Lockdown Status

  There are a few ways that you can view the lockdown status of documents in your client file. You can choose to view the individual properties of the documents, use filters, or use the Lockdown column on the Document Manager.