Your engagement may be New, In Progress, Complete, or Reopened.
- New Engagements [Blue]
- When an engagement is created, its status is automatically set to "New"
- A New engagement's start date is in the future, and clients have not uploaded files
- New engagements do not appear on your Dashboard if they don't have any requests
- A New engagement will automatically change to "In Progress" after a client uploads the first file or the engagement Start Date passes
- In Progress Engagements [Yellow]
- In Progress engagements are underway
- Their start dates have passed, or files may have already been uploaded
- In Progress engagements will appear on your Dashboard
- Automatic email notifications are sent (based on user's notification preferences)
- Complete Engagements [Green]
- Engagements should be marked complete after you have finished requesting information from your client and you have finished reviewing 100% of the information submitted
- After you mark an engagement Complete, the email notifications will automatically stop
- Complete engagements will not appear on anyone's Dashboard
- Complete engagements can be Reopened or changed back to In Progress
- Reopened Engagements [Red]
- You may want to reopen complete engagements when they need to be re-visited or when you would like to give the listed Professional and Clients access to review prior year information such as detailed request activity, documents, and comments
- Email notifications are not sent for Reopened Engagements
- Mark Reopened engagements Complete after you're done
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.
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