Workpapers

Workpaper sign offs

Sign off methods

You can sign off a single workpaper or multiple workpapers on the
Workpapers
 tab.
From the
Manage
 menu, you can select a
Signoff type
 and
Date
, or
Delete
 the sign-off.
note
If you use the right-click context menu, you can only select
Signoff type
.

Sign off types

There are 5 types of workpaper sign off:
  • Preparer
  • Reviewer
  • Manager
  • Final reviewer
  • Quality Assurance
If you have the
Modify Signoff Types
 permission from the
Setup
 permission group, you can:
  • Make the workpaper sign off types active or inactive.
  • Make Engagement Manager show a warning message when a workpaper already has a sign off type.

Events on sign-off

  • The following details are recorded in the
    Workpaper Properties:
    • Name of the user who has signed off.
    • Workpaper that has been signed off.
    • Date of sign-off.
    • Signoff type.
  • The
    Name
     is the
    Name
     associated with your
    Engagement Manager
     user account. You can't sign off as another person.
  • Engagement Manager updates the
    Status Dashboard
     on the
    Status
     tab.

Warnings of edits after sign-off

  • If anyone edits a workpaper sign-off, Engagement Manager shows a warning icon in the Warning column of the grid on the
    Workpapers
     tab.
  • You can remove a warning if you have the
    Clear Warning
     permission.
  • You can turn off these warnings for each sign off type if you have the
    Modify Signoff Types
     permission.

Change a sign off

If you have permission from the
Sign off
 permission group, you can:
  • Overwrite a sign-off.
  • Adjust a sign off date and time.
  • Delete a sign-off.

Monitor sign offs

You can use the following widgets on the
Status Dashboard
 to monitor sign offs for an engagement:
  • Workpaper Completion By Individual Sign Off
    .
  • Workpaper Completion By Highest Sign Off
    .

This article applies to:

  • Product: Cloud Audit Suite
  • Subject: Workpapers

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