You are here: Completion and Revision > Issues > Edit Issue dialog

Edit Issue Dialog

Use this dialog to create or edit an issue. Issues can be assigned to other users, categorized by type, and they are automatically associated with any document in the file. In addition, due dates and start dates can be assigned to help efficiently manage issues after they are created.

Number

The issue is numbered by default. The issue number contains the initials of the current user followed by an incrementing value.

Cleared

Select this option to clear the issue and have its Cleared check box in the Issue pane contain a check mark. This check box can be used to sort the issues that are pending review from those that have been reviewed. The issue can only be cleared by its creator.

Details

Created by/on

These fields are automatically filled in. The created by is the current logged in user. Neither of these fields can be modified.

Modified on

This field is automatically changed and saved each time the issue is modified.

Completed/Cleared on

These fields are date fields automatically filled in. Neither of these fields can be modified. If either the Completed selection in the resolution tab is changed or the cleared checkbox is unselected, these dates clear.

Subject

Type a description of the issue. Once the issue has been saved, only the issue's original author can edit the subject field.

Type

Select an issue type from the list. Right mouse clicking on any issue in the Issues Pane and selecting Settings | Customize Types can customize issue types. Default types cannot be edited.

Retain on Cleanup

Select this option to retain this issue in the client file when an Engagement | Clean up process is run.

Roll Forward

Select this option to roll forward this issue into the new client file after a year-end close

Assigned to

Select a user from the list of available users assigned to the file. Once selected, this assignment can be changed by a user if:

they are assigned to it,
everyone is assigned to it, or
they have permission to change issues created by other users.

Priority

Setting the issues priority helps when having to manage a large number of issues.

Document

If the issue is created from right-clicking on a document, the document number automatically fills in. To change the associated document, select a new document number from the drop-down list.

Description

Type details about the issue into this text area.

Format the text as desired by right-clicking and selecting Font or Paragraph. Word documents can be pasted or dragged and dropped into the description field.

Resolution

Type completion information into this tab as the issue is being performed.

Format the text as desired by right-clicking and selecting Font or Paragraph. Word documents can be pasted or dragged and dropped into the notes field.

Status/% Complete

These two fields are used to manage issues as they are being worked on. Select the status from the drop-down list choices of "Not started", "In Progress", "Waiting on someone else", and "Deferred. In addition, the % complete field allows the user to show how far the issue has been completed as it is being worked on.

Start/Due on

Select appropriate dates from each of these categories.

Reminder / Time

Select a date for a reminder on the issue. Once selected, the time field becomes active so that a corresponding time can also be selected.

Once the reminder day is reached or passed, the font of the row in the issue pane is set to red and bold.

Notes

When an issue is added in CaseView, it automatically also displays in the Issues list seen in Working Papers.

Edit Issue Dialog

Cookie Notice