This article applies to: Client Request Managers
Please note: These functions are available only if you have been given the Request Manager permission by your professional service firm.
There are several ways to add requests to an engagement:
1. Uploading a formatted Excel template
2. Item-by-item, using the button to create individual requests.
1. Uploading Requests with the Request List Template
To upload a formatted Excel template, click the Upload or Import Requests button at the top right. Download the AuditDashboard request template by clicking on "this template" as shown in the screenshot below. This Excel sheet can be populated with your complete request list, including Titles, Descriptions, and user assignments, and then uploaded using the Upload Request List button.
2. Adding Individual Requests
To add a single request to an engagement, simply click the button at the top-right of the engagement. This will bring up the New Request pane, where you can add the request Title, Reference, Description, and (optionally) upload a sample document to attach to the request.