This article applies to: All Firm Users
Effective January 20, 2024, your engagement’s status may be Draft, In Progress, Complete, or Reopened.
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Draft Engagements [Blue]
- When you create an engagement, its status may be set to 'Draft' until you are ready to notify your client(s)
- Draft engagements only appear on firm user Dashboards. They are not visible on Client Dashboards.
- Users can update the engagement status to 'In Progress' automatically or manually when ready to notify the client users
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In Progress Engagements [Yellow]
- When you create an engagement, its status can be automatically changed from 'Draft' to 'In Progress'
- In Progress engagements are underway and appear on invited firm and client user Dashboards
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Email notifications are sent (based on user's notification preferences)
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Complete Engagements [Green]
- Engagements should be marked complete after teams have finished requesting information from clients and they have completed reviewing 100% of the information submitted
- Engagements can be marked complete (i) manually, (ii) set for a specific date, or (iii) automatically – after the engagement has been inactive for 30, 75, or 200 days yet achieved a reasonably high client progress, 99%, 90%, or 75%, respectively.
- After an engagement is marked Complete, email notifications automatically stop, and client access is restricted
- Complete engagements do not appear on anyone's Dashboard
- Complete engagements can be Rolled Forward, Reopened or changed back to In Progress
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Reopened Engagements [Red]
- You may reopen complete engagements when they need to be re-visited or when you would like to give the listed Firm and Client Users access to review prior year information such as detailed request activity, documents, and comments
- Reopened engagements can not be edited, and email notifications are not sent
- Mark Reopened engagements Complete after they are done
Automation Preferences
- Preferences can be set by engagement, or established globally, by portal
Learn how to automatically change the Engagement Status here: Engagement Lifecycle Automation.
Retention Preferences
- At any time, users with sufficient permission may move one or multiple engagements to the Trash.
- It is recommended that firms move engagements to the Trash in accordance with their Firm's Retention Policy.
- Firms may implement a retention policy that automatically moves engagements to the trash.
- After engagements are moved to the Trash, they will remain there until they are manually or automatically permanently deleted, depending on a firm's retention policy.
- Users with sufficient permissions to view items in the Trash are able to restore engagements, requests, and deleted files.