Procedure Allocation Maintenance Report
If procedure allocation has been implemented for a client file, the Procedure Allocation Maintenance Report enables you to keep track of how procedures have been allocated in work programs and checklists.
This report consists of two sections:
A section that lists the documents that have unallocated procedures. This section lists the number of procedures defined for each document, and the number of unallocated procedures.
Documents for which procedure allocation has not been specified are not included in this section.
A section that lists all documents in which procedures have been assigned to users that are no longer part of the engagement team.
Note: If you were granted Assigner permissions when the client file was created, the AO - General options document enables you to manage how staff will be allocated after year-end close and enables you to specify who can complete unallocated procedures.