This article applies to: All Client Users
The Engagement View is the heart of AuditDashboard and includes the Engagement List, Request List and Details Pane.
1. The Engagement List
Displays all your In-Progress engagements. You can easily switch between your engagements by clicking the engagement title.
2. The Request List
All your requested information is listed here, and where all engagement activity occurs. Each line represents an individual request for information.
The details of the request are organized by the following column headings:
- Title – A short description of the item being requested.
- Reference – Indicates the section of the audit that the request pertains to.
- Client User – The person from the client’s team that is responsible for providing the information.
- Firm User – The person from the professional services team that has requested the information.
- Due Date – The deadline for when the requested information is due.
- Modified – Time the request was last modified, automatically updated by AuditDashboard when a request is edited, or when a comment or document is added.
Pro Tips:
- Search, Sort and Filter the request lists to enhance your workflow and quickly find the information you need.
- Requests can be reassigned anytime to delegate responsibility.
- Notifications about a request are sent to the users assigned to the request, can you edit the type of notifications you want to receive.
- Client Users can be added or removed from an engagement
- Flag request to mark for discussion, set reminders to review, or for any other reason you want a visual cue for a request.
- Mark requests as High Important bringing the selected item to the top of the request list, drawing users' attention to the requested item. When a request is marked as High Importance, it adds a subtle visual highlight to make it stand out and is included in the High Importance count on the respective Client and Firm User's Dashboard.
3. The Details Pane
Appears when you double click an individual request.
- The top section includes a detailed description of the request (note this will only appear if a description was provided by the Firm User).
- Client Users and the Firm Users can use the comment section to ask questions or provide feedback with context on individual requests.
- Client Users and Firm Users can also toggle between the Activity, Files and Documents and History section and download information from either of these sections.