Get started with OnPoint PCR - Staff

Content in this topic requires OnPoint PCR.

Before you get started with OnPoint PCR, ensure that your firm administrator completes the necessary prerequisites.

To start, sign in to your firm's Cloud site. As a staff member, the actions you can perform include:

  1. Comenzar el encargo

  2. Complete the engagement setup procedures

  3. Realizar la aceptación y el mantenimiento

  4. Review and send the engagement letter

  5. Import the client's data

  6. Complete the materiality form

  7. Complete the analytical procedures

  8. Perform fieldwork

  9. Complete el encargo

  10. Archive and lock down the engagement