Specifying procedure allocation options

Prerequisites

• Firm Author has enabled procedure allocation.
• You are granted assigner permission when the client file was created.

To specify procedure allocation options:

1. Open the AO - General options document.

2. From the Year-end close (staff allocation) drop-down, select either Retain (retain staff allocation and permissions after year-end close) or Clear (remove all staff allocation and permissions).

3. From the Procedure allocation drop-down, select who can complete unallocated work program and checklist procedures. You can select either Anyone or No one.