Lesson 2: Navigating an Engagement Request List

This article applies to: All Users



After launching an engagement, you will be brought to the Engagement Request List which is the heart of AuditDashboard. The Engagement Request List is a dynamic request list integrated with a secure file portal.

Each line represents an individual request for information. The details of the request list are organized by:

(a) Title – a short description of the item being requested

(b) Reference – an indication of the section of the audit that the request pertains to. 

(c) Firm User (the requester) and Client User (the provider) – the person who is requesting and providing the information

(d) Due Date - the date the information requested is due

(e) Modified - the time the request was last modified.  This field is automatically updated by AuditDashboard when a request is edited, or when a comment or document has been added

(f) Description - the detailed description, describing exactly what information the requester needs

Professional users will create request(s) lists and assign specific requests to client users.  Client users will use the Engagement Request List to respond to each request by providing file uploads, comments, or both.  By utilizing the dynamic Engagement Request List, professionals and clients can securely and efficiently collaborate on the engagement together. 

The engagement request list has many features to make using it quick and easy for everyone.  The search bar that appears at the very top of almost every screen instantly filters visible content on the page, making searching for titles, or references.   The engagement request list also features sorting on every column visible, as well as the status, and advanced filters to filter requests within the request list.


Next up, Lesson 3: Search, Sort & Filter

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