Workpaper sign offs
Sign off methods
You can sign off a single workpaper or multiple workpapers on the Workpapers tab.
In the Manage menu, you can choose a Signoff type and Date, or to Delete the sign-off.
If you use the right-click context menu, you can only choose the Signoff type.
Sign off types
There are 5 types of workpaper sign off:
- Preparer
- Reviewer
- Reviewer 2
- Reviewer 3
- Reviewer 4
If you have the Modify Signoff Types permission from the Setup permission group, you can:
- Modify the description of any sign off type.
- Choose to make any of these workpaper sign-off types active or inactive.
- Choose whether Engagement Manager will show a warning message when a workpaper already has a particular 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 recorded is the Name associated with yourEngagement Manageruser account. You can't sign off as another person.
- The Status Dashboard on the Status tab is updated.
Warnings of edits after sign-off
- If you or another user edits a workpaper after it has received sign-off,Engagement Managerwill show 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 the necessary permissions from the Sign-off permission group, you can:
- Overwrite a sign off
- Adjust sign off date and time
- Delete 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
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Sign off workpapers
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