Ein Caseware Cloud Engagement mit Caseware Working Papers erstellen

Desktop engagement files require that you have the software installed on your computer. You can create the engagement file locally and then integrate it with Cloud to enhance collaboration and sharing.

Create the engagement file

Instructions for creating a new Working Papers engagement file are available here.

Publish the file to Cloud

When you are ready to work on the new file, you can publish it to Cloud.

Note: Ensure that you have integrated your Working Papers software with Cloud. For more information, see Integrate Working Papers with Caseware Cloud.

Eine Caseware Working Papers Datei publizieren:

1. Öffnen Sie Ihre Engagementdatei in Caseware Working Papers (AuditAgent).

2. Wählen Sie im Menüband auf der Registerkarte Cloud die Option Publizieren.

   

3. Wählen Sie im Dialog Auf Server publizieren die Kundenentität, zu der die Datei gehört.

   

4. Klicken Sie auf OK.

   

Sie haben Ihre Caseware Working Papers Datei erfolgreich in der Cloud veröffentlicht. This creates a parent copy of the file on Cloud, and you can now share it with other staff members. The parent copy replaces the placeholder that was created when you first performed the year end close on the last year's file.

Once published, your team can create copies of the file to work on the new engagement. For more information about sharing the file, see Share a Working Papers SmartSync file on Cloud.

Assign staff to a Working Papers file

In most circumstances, staff will be assigned to Working Papers files based on their engagement team (For more information, see Personalauslastung prüfen), but in some cases you may want to assign staff individually.

To assign staff to a Working Papers file:

1. From the Cloud menu, select Working Papers.

2. Select a Working Papers file, then select the Assigned search bar.

   

3. Enter the name of a staff member, then select it from the drop-down menu. You can repeat this step to assign multiple staff members.

4. Select the check mark button () to complete the assignment.

   

View Working Papers file assignments

Using the Working Papers app, you can view the Working Papers files that have been assigned to you or to other members of your organization.

To view Working Papers file assignments:

1. From the Cloud menu, select Working Papers.

2. Select Filter | Assignments.

3. From the drop-down menu, select Assigned.

   

4. Enter the appropriate name in the Search People... text field.

The Working Papers files assigned to the selected staff member are displayed.

After being assigned to a Working Papers file, you may be assigned tasks for that file. You can see these tasks on the Activities page. For more information, see Ihnen zugeordnete Arbeit anzeigen.

Staff can view their assigned work on the Activitiespage. For more information, see Ihnen zugeordnete Arbeit anzeigen.