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Workpaper Dashboard

Review all notes in an engagement binder

The Notes List portlet lets you review all of the notes in the selected engagement binder. From this portlet, you can modify, reply to, or delete notes as needed.
  1. Add the Notes portlet to the Workpapers Dashboard by selecting the
    Select Portlets
     link on the Workpapers CS Dashboard, mark the checkbox next to
    Notes List
    , and select
    OK
    .
  2. In the Notes List portlet, select the engagement binder from the
    Engagement Binder
     dropdown list to view all notes that have been added for that binder.
  3. Select the text link in the Subject column to open the selected Note in the
    Notes
     window.
  4. Modify, reply, or delete the note as needed.
  5. Select
    Done
     to save the changes and close the
    Notes
     window.
    note
    • You can filter the data that is displayed in the Notes grid by using the filter.
    • Notes that are assigned a priority of
      High
       turn red in the
      Notes
       window and Notes portlet.
      Column heading
      Description
      Engagement Binder
      Displays the engagement binder that contains the note.
      Folder
      Displays the folder in which the note is contained
      Type
      Displays an icon for the type of object to which the note is attached (engagement binder, folder, or workpaper type).
      Workpaper Reference
      Displays the workpaper reference for notes on workpapers.
      Workpaper Name
      Displays the workpaper name.
      Subject
      Displays the subject of the note as a link that can be to open the note in the
      Notes
       window.
      Created By
      Displays the staff ID of the person who created the note.
      Created By
      Displays the staff ID of the person who created the note.
      Assigned
      Displays the name of the staff member assigned to the note.
      Status
      Displays the status of the note.
      Priority
      Displays the priority of the note (low, normal, high).
    • The note type is represented by an image in the Type column. For example, an engagement binder , Microsoft Excel workpaper, and so forth.

This article applies to:

  • PRODUCT: Workpapers CS
  • Subject: Engagements,Workpapers